CSWC · Insider trading · 13F holders · Congress trades
Capital Southwest Corp (CSWC)
Who is buying and selling CSWC: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 16
- Insider buys, 90 days
- $50K
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CSWC at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 1 CSWC insider filed 1 open-market purchase worth $50K on SEC Form 4.
- 16 13F filers hold CSWC among their 50 largest positions, worth $104.5M combined. The biggest bets by portfolio weight are Smh Capital Advisors Inc (7.1%), Melia Wealth LLC (5.2%) and Womack Financial LLC (3.6%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in CSWC.
- CSWC last closed at $23.41 on Oct 29, 2026.
CSWC insider trading
Between Aug 1, 2026 and Oct 29, 2026, 1 CSWC insider filed 1 open-market purchase worth $50K on SEC Form 4.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Thomas William R III | Director | Buy | 2,170 | $23.04 | $50K | SEC |
Who owns CSWC? Hedge funds and superinvestors
16 13F filers hold CSWC among their 50 largest positions, worth $104.5M combined. The biggest bets by portfolio weight are Smh Capital Advisors Inc (7.1%), Melia Wealth LLC (5.2%) and Womack Financial LLC (3.6%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Sound Income Strategies, LLCWealth manager | 0.9% | $20.8M | 876,046 | -6.2% shares | Q3 2026 |
| Sanders Morris Harris LLCInvestment manager | 2.0% | $15.4M | 665,694 | -12.4% shares | Q3 2026 |
| Empirical Finance, LLCInvestment manager | 0.5% | $12.5M | 525,500 | -15.1% shares | Q2 2026 |
| Muzinich & Co., Inc.Hedge fund | 3.5% | $10.5M | 453,109 | +3.9% shares | Q3 2026 |
| Columbus Macro, LLCInstitutional asset manager | 0.9% | $9.2M | 398,048 | +6.2% shares | Q3 2026 |
| Melia Wealth LLCWealth manager | 5.2% | $9.0M | 377,760 | -26.7% shares | Q2 2026 |
| Epiq Partners, LLCWealth manager | 2.9% | $6.7M | 289,321 | -1.6% shares | Q3 2026 |
| Womack Financial LLCWealth manager | 3.6% | $5.5M | 239,347 | +3.8% shares | Q3 2026 |
| Grace & White Inc /nyInvestment manager | 0.6% | $3.7M | 159,697 | +0.0% shares | Q3 2026 |
| GraniteShares Advisors LLCMutual fund manager | 2.0% | $3.0M | 128,430 | +1.6% shares | Q3 2026 |
| First Dallas Securities Inc.Wealth manager | 0.7% | $2.2M | 90,468 | +0.9% shares | Q2 2026 |
| Smh Capital Advisors IncInstitutional asset manager | 7.1% | $1.9M | 80,526 | +0.6% shares | Q3 2026 |
| Moerus Capital Management LLCInstitutional asset manager | 0.7% | $1.5M | 61,698 | +0.0% shares | Q2 2026 |
| Bayshore Capital Advisors, LLCHedge fund | 0.5% | $1.1M | 48,320 | +135.7% shares | Q2 2026 |
| GEN Financial Management, INC.Wealth manager | 0.6% | $1.0M | 44,069 | +65.9% shares | Q3 2026 |
| Arlington Capital Management, Inc.Wealth manager | 0.4% | $575K | 24,202 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 10, Q2 2026: 6). Screen CSWC in the grand portfolio →
CSWC stock trades by members of Congress
No member of Congress has disclosed a trade in CSWC.
CSWC questions and answers
Are insiders buying CSWC stock?
Between Aug 1, 2026 and Oct 29, 2026, 1 CSWC insider filed 1 open-market purchase worth $50K on SEC Form 4.
Which hedge funds own CSWC?
16 13F filers hold CSWC among their 50 largest positions, worth $104.5M combined. The biggest bets by portfolio weight are Smh Capital Advisors Inc (7.1%), Melia Wealth LLC (5.2%) and Womack Financial LLC (3.6%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded CSWC?
No member of Congress has disclosed a trade in CSWC.
Who is the largest holder of CSWC?
Among 13F filers, Sound Income Strategies, LLC reports the largest CSWC position, $20.8M (876,046 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Smh Capital Advisors Inc's: 7.1% of its portfolio.
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