Capital Southwest (CSWC) Held by Superinvestors
CAPITAL SOUTHWEST CORP (CSWC) is currently held by 1 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $209,765 based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is currently the largest disclosed institutional shareholder of CSWC tracked by InsiderSet, reporting ownership valued at approximately $209,765 in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $197,591.75, representing an estimated loss of -5.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CSWC value among the investors covered in this analysis. Major shareholders include Sequoia Financial Advisors, and several other long-term asset managers with concentrated positions in CAPITAL SOUTHWEST CORP (CSWC).
This page ranks the largest institutional CSWC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors | 0.00% | 8,825 | $209,765 | $197,592 | -$12,173 | -5.80% |
Frequently asked questions about CSWC
Who are the largest superinvestors holding CSWC?
The largest superinvestors holding CSWC in the latest SEC Form 13F filings include Sequoia Financial Advisors. InsiderSet ranks these superinvestors by their latest reported CSWC position.
What does the CSWC superinvestors page include?
This page tracks CSWC positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. CAPITAL SOUTHWEST CORP (CSWC) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold CSWC?
InsiderSet currently tracks 1 superinvestors reporting CSWC holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own CSWC.
How much CSWC stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $209,765 in CSWC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were CSWC superinvestor holdings last updated?
The latest CSWC superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor CSWC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its CSWC position after the reporting date.
Are superinvestors buying or selling CSWC?
Buying and selling can be analyzed by comparing CSWC positions across consecutive 13F reporting periods. InsiderSet's CSWC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CSWC ownership changes.
How have superinvestor CSWC holdings changed over time?
InsiderSet tracks CSWC holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.