CAPITAL SOUTHWEST CORP's ticker is CSWC and the CUSIP is 140501107. A total of 114 filers reported holding CAPITAL SOUTHWEST CORP in Q3 2023. The put-call ratio across all filers is 0.62 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $673,302 | +22.2% | 29,402 | +5.3% | 0.68% | +37.9% |
| Q2 2023 | $550,820 | +11.1% | 27,932 | +0.2% | 0.49% | +10.0% |
| Q1 2023 | $495,855 | +67.5% | 27,888 | +61.1% | 0.45% | +71.4% |
| Q4 2022 | $295,959 | +3.8% | 17,308 | +2.9% | 0.26% | -15.2% |
| Q3 2022 | $285,000 | -3.7% | 16,820 | +4.7% | 0.31% | +22.1% |
| Q2 2022 | $296,000 | -21.5% | 16,061 | +1.0% | 0.25% | -5.6% |
| Q1 2022 | $377,000 | -40.2% | 15,902 | -36.2% | 0.27% | -38.8% |
| Q4 2021 | $630,000 | -10.5% | 24,927 | -10.8% | 0.44% | -22.8% |
| Q3 2021 | $704,000 | +23.3% | 27,951 | +13.7% | 0.57% | +38.6% |
| Q2 2021 | $571,000 | – | 24,574 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SANDERS MORRIS HARRIS LLC | 741,409 | $18,743,000 | 3.24% |
| Zuckerman Investment Group, LLC | 607,675 | $15,362,000 | 2.38% |
| Moerus Capital Management LLC | 127,786 | $3,230,000 | 1.41% |
| Sound Income Strategies, LLC | 374,739 | $9,473,000 | 1.12% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 502,275 | $12,698,000 | 0.66% |
| GRACE & WHITE INC /NY | 120,600 | $3,049,000 | 0.56% |
| Legacy Capital Wealth Partners, LLC | 49,780 | $1,258,000 | 0.52% |
| All Season Financial Advisors, Inc. | 24,927 | $630,000 | 0.44% |
| TECTONIC ADVISORS LLC | 49,816 | $1,259,000 | 0.22% |
| MCKINLEY CAPITAL MANAGEMENT LLC | 98,908 | $2,501,000 | 0.22% |