Capital Southwest Corp
CSWC21.930USD
+0.230+1.06%
Close 12/26, 16:00（ET）Quotes delayed by 15 min
1.25BMarket Cap
13.20P/E TTM
More Details of Capital Southwest Corp Company
Capital Southwest Corporation is an internally managed business development company. The Company is a market lending firm focused on supporting the acquisition and growth of middle market businesses with investments across the capital structure, including first lien, second lien and non-control equity co-investments. It specializes in providing customized debt and equity financing to lower middle market (LMM) companies in a broad range of investment segments located primarily in the United States. Its investment objective is to produce attractive risk-adjusted returns by generating current income from its debt investments and capital appreciation from its equity and equity-related investments. It invests primarily in first-lien debt securities, secured by security interests in portfolio company assets. It also invests in equity interests in its portfolio companies alongside its debt securities. It also offers managerial assistance to its portfolio companies.
Capital Southwest Corp Info
Ticker SymbolCSWC
Company nameCapital Southwest Corp
IPO dateMar 17, 1980
CEOSarner (Michael S)
Number of employees30
Security typeOrdinary Share
Fiscal year-endMar 17
Address8333 Douglas Ave
CityDALLAS
Stock exchangeNASDAQ OMX - NASDAQ BASIC
CountryUnited States of America
Postal code75225
Phone12142385700
Websitehttps://www.capitalsouthwest.com/
Ticker SymbolCSWC
IPO dateMar 17, 1980
CEOSarner (Michael S)
Company Executives of Capital Southwest Corp
Name
Name/Position
Position
Shareholding
Change
Mr. Joshua S. Weinstein
Mr. Joshua S. Weinstein
Chief Investment Officer, Senior Managing Director
Chief Investment Officer, Senior Managing Director
303.07K
+19.68%
Mr. Chris Rehberger
Mr. Chris Rehberger
Chief Financial Officer, Treasurer, Secretary
Chief Financial Officer, Treasurer, Secretary
149.15K
+37.70%
Mr. Jack D. Furst
Mr. Jack D. Furst
Independent Director
Independent Director
86.95K
+2.59%
Mr. David R. Brooks
Mr. David R. Brooks
Independent Chairman of the Board
Independent Chairman of the Board
40.94K
+5.66%
Ms. Ramona Lynn Rogers-Windsor
Ms. Ramona Lynn Rogers-Windsor
Independent Director
Independent Director
20.36K
+2.33%
Ms. Christine S. Battist
Ms. Christine S. Battist
Independent Director
Independent Director
19.90K
+16.79%
Mr. William R. Thomas, III
Mr. William R. Thomas, III
Independent Director
Independent Director
--
--
Mr. Michael S. Sarner
Mr. Michael S. Sarner
President, Chief Executive Officer, Director
President, Chief Executive Officer, Director
--
--
Name
Name/Position
Position
Shareholding
Change
Mr. Joshua S. Weinstein
Mr. Joshua S. Weinstein
Chief Investment Officer, Senior Managing Director
Chief Investment Officer, Senior Managing Director
303.07K
+19.68%
Mr. Chris Rehberger
Mr. Chris Rehberger
Chief Financial Officer, Treasurer, Secretary
Chief Financial Officer, Treasurer, Secretary
149.15K
+37.70%
Mr. Jack D. Furst
Mr. Jack D. Furst
Independent Director
Independent Director
86.95K
+2.59%
Mr. David R. Brooks
Mr. David R. Brooks
Independent Chairman of the Board
Independent Chairman of the Board
40.94K
+5.66%
Ms. Ramona Lynn Rogers-Windsor
Ms. Ramona Lynn Rogers-Windsor
Independent Director
Independent Director
20.36K
+2.33%
Ms. Christine S. Battist
Ms. Christine S. Battist
Independent Director
Independent Director
19.90K
+16.79%
Revenue Breakdown
Relevant data have not been disclosed by the company yet.
Relevant data have not been disclosed by the company yet.
By Business
By Region
Relevant data have not been disclosed by the company yet.
Shareholding Stats
Updated: Mon, Nov 17
Updated: Mon, Nov 17
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Two Sigma Investments, LP
3.28%
Van Eck Associates Corporation
2.54%
Sanders Morris LLC
2.38%
UBS Financial Services, Inc.
1.34%
Sound Income Strategies, LLC
1.32%
Other
89.14%
Shareholders
Shareholders
Proportion
Two Sigma Investments, LP
3.28%
Van Eck Associates Corporation
2.54%
Sanders Morris LLC
2.38%
UBS Financial Services, Inc.
1.34%
Sound Income Strategies, LLC
1.32%
Other
89.14%
Shareholder Types
Shareholders
Proportion
Investment Advisor
17.20%
Investment Advisor/Hedge Fund
7.45%
Hedge Fund
4.93%
Individual Investor
4.13%
Research Firm
1.18%
Bank and Trust
0.03%
Venture Capital
0.02%
Private Equity
0.01%
Other
65.06%
Institutional Shareholding
Updated: Mon, Dec 8
Updated: Mon, Dec 8
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q4
310
17.70M
35.54%
+20.15K
2025Q3
318
17.68M
36.09%
-1.00M
2025Q2
308
18.77M
34.41%
+614.76K
2025Q1
291
18.08M
30.88%
+1.73M
2024Q4
275
15.48M
26.26%
+3.20M
2024Q3
260
12.21M
27.79%
+642.99K
2024Q2
256
11.58M
27.61%
+575.66K
2024Q1
243
10.98M
27.96%
-1.03M
2023Q4
231
10.64M
25.54%
+1.79M
2023Q3
211
8.83M
25.31%
+335.85K
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Two Sigma Investments, LP
1.74M
3.14%
-68.68K
-3.79%
Jun 30, 2025
Van Eck Associates Corporation
1.35M
2.42%
+180.37K
+15.46%
Jun 30, 2025
Sanders Morris LLC
1.37M
2.46%
-21.73K
-1.56%
Sep 30, 2025
UBS Financial Services, Inc.
773.57K
1.39%
+476.70K
+160.57%
Jun 30, 2025
Sound Income Strategies, LLC
702.20K
1.26%
+86.19K
+13.99%
Jun 30, 2025
Diehl (Bowen S)
678.42K
1.22%
+69.30K
+11.38%
Jun 10, 2024
Thomas (William R III)
602.28K
1.08%
+2.19K
+0.37%
Aug 12, 2025
Melia Wealth LLC
464.97K
0.84%
+42.66K
+10.10%
Jun 30, 2025
Sarner (Michael Scott)
470.46K
0.85%
+61.03K
+14.91%
Jun 10, 2025
Zuckerman Investment Group, LLC
460.38K
0.83%
+33.35K
+7.81%
Jun 30, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Putnam BDC Income ETF
2.59%
VanEck BDC Income ETF
1.89%
ProShares Global Listed Private Equity ETF
1.79%
Virtus Private Credit Strategy ETF
1.54%
WHITEWOLF Publicly Listed Private Equity ETF
1.5%
Invesco Global Listed Private Equity ETF
0.23%
ProShares DJ Brookfield Global Infrastructure ETF
0%
Invesco KBW High Dividend Yield Financial ETF
0%
Putnam BDC Income ETF
Proportion2.59%
VanEck BDC Income ETF
Proportion1.89%
ProShares Global Listed Private Equity ETF
Proportion1.79%
Virtus Private Credit Strategy ETF
Proportion1.54%
WHITEWOLF Publicly Listed Private Equity ETF
Proportion1.5%
Invesco Global Listed Private Equity ETF
Proportion0.23%
ProShares DJ Brookfield Global Infrastructure ETF
Proportion0%
Invesco KBW High Dividend Yield Financial ETF
Proportion0%
Dividend
A total of
397.86M
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
Nov 19, 2025
CSWC.NB Interim Cash Dividend of gross USD 0.1934 paid on Jan 30, 2026 going ex on Jan 15, 2026 with reinvestment option
Jan 15, 2026
Jan 30, 2026
Jan 15, 2026
Aug 27, 2025
CSWC.NB Final Cash Dividend of gross USD 0.1934 paid on Dec 31, 2025 going ex on Dec 15, 2025 with reinvestment option
Dec 15, 2025
Dec 31, 2025
Dec 15, 2025
Aug 27, 2025
CSWC.NB Interim Cash Dividend of gross USD 0.1934 paid on Nov 28, 2025 going ex on Nov 14, 2025 with reinvestment option
Nov 14, 2025
Nov 28, 2025
Nov 14, 2025
Aug 27, 2025
CSWC.NB Interim Cash Dividend of gross USD 0.1934 paid on Oct 31, 2025 going ex on Oct 15, 2025 with reinvestment option
Oct 15, 2025
Oct 31, 2025
Oct 15, 2025
Jun 11, 2025
CSWC.NB Interim Cash Dividend of gross USD 0.1934 paid on Sep 30, 2025 going ex on Sep 15, 2025 with reinvestment option
Sep 15, 2025
Sep 30, 2025
Sep 15, 2025
Jun 11, 2025
CSWC.NB Interim Cash Dividend of gross USD 0.1934 paid on Jul 31, 2025 going ex on Jul 15, 2025 with reinvestment option
Jul 15, 2025
Jul 31, 2025
Jul 15, 2025
Jun 11, 2025
CSWC.NB Interim Cash Dividend of gross USD 0.1934 paid on Aug 29, 2025 going ex on Aug 15, 2025 with reinvestment option
Aug 15, 2025
Aug 29, 2025
Aug 15, 2025
Apr 28, 2025
CSWC.NB Interim Cash Dividend of gross USD 0.58 paid on Jun 30, 2025 going ex on Jun 13, 2025 with reinvestment option
Jun 13, 2025
Jun 30, 2025
Jun 13, 2025
Feb 03, 2025
CSWC.NB Interim Cash Dividend of gross USD 0.58 paid on Mar 31, 2025 going ex on Mar 14, 2025 with reinvestment option
Mar 14, 2025
Mar 31, 2025
Mar 14, 2025
Oct 28, 2024
CSWC.NB Final Cash Dividend of gross USD 0.58 paid on Dec 31, 2024 going ex on Dec 13, 2024 with reinvestment option
Dec 13, 2024
Dec 31, 2024
Dec 13, 2024
View more
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
FAQs
Who are the top five shareholders of Capital Southwest Corp?
The top five shareholders of Capital Southwest Corp are:
Two Sigma Investments, LP holds 1.74M shares, accounting for 3.14% of the total shares.
Van Eck Associates Corporation holds 1.35M shares, accounting for 2.42% of the total shares.
Sanders Morris LLC holds 1.37M shares, accounting for 2.46% of the total shares.
UBS Financial Services, Inc. holds 773.57K shares, accounting for 1.39% of the total shares.
Sound Income Strategies, LLC holds 702.20K shares, accounting for 1.26% of the total shares.
Two Sigma Investments, LP holds 1.74M shares, accounting for 3.14% of the total shares.
Van Eck Associates Corporation holds 1.35M shares, accounting for 2.42% of the total shares.
Sanders Morris LLC holds 1.37M shares, accounting for 2.46% of the total shares.
UBS Financial Services, Inc. holds 773.57K shares, accounting for 1.39% of the total shares.
Sound Income Strategies, LLC holds 702.20K shares, accounting for 1.26% of the total shares.
What are the top three shareholder types of Capital Southwest Corp?
The top three shareholder types of Capital Southwest Corp are:
Two Sigma Investments, LP
Van Eck Associates Corporation
Sanders Morris LLC
Two Sigma Investments, LP
Van Eck Associates Corporation
Sanders Morris LLC
How many institutions hold shares of Capital Southwest Corp (CSWC)?
As of 2025Q4, 310 institutions hold shares of Capital Southwest Corp, with a combined market value of approximately 17.70M, accounting for 35.54% of the total shares. Compared to 2025Q3, institutional shareholding has increased by -0.55%.
What is the biggest source of revenue for Capital Southwest Corp?
In --, the -- business generated the highest revenue for Capital Southwest Corp, amounting to -- and accounting for --% of total revenue.
