Security key
140501107
- Security type / class
- Equity / COM
- Total 13F shares
- 8,252,558
- Total 13F value
- $162,742,937
- Share change
- +98,370
- Put/Call ratio
- 51%
- SEC-reported price per share
- $19.72
- Number of holders
- 108
- Value change
- +$2,127,824
- Number of buys
- 52
- Number of sells
- 34
Open additional details 1 more signal available
Report period
Q2 2023
Institutions
108
Top holders
10
CSWC full security history
Ownership snapshot
Full 13F holder table
CAPITAL SOUTHWEST CORP SEC filings
CAPITAL SOUTHWEST CORP company facts
Broader feeds
Ownership snapshot
Top reported holders of CSWC - CAPITAL SOUTHWEST CORP - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
PUNCH & ASSOCIATES INVEST...
Disclosed value leader
PUNCH & ASSOCIATES INVEST...
Comparable rows
0/15
Latest evidence
31 Mar 2023
13F
Highest disclosed value: $15,138,726
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. has the largest disclosed position value at $15.14M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.'s linked filing trail.
Disclosed position value
Top 5
PUNCH & ASSOCIATES INVESTMENT MAN...
$15.14M
SANDERS MORRIS HARRIS LLC
$12.86M
Zuckerman Investment Group, LLC
$11.69M
Invesco Ltd.
$10.14M
VAN ECK ASSOCIATES CORP
$8.93M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
Company
|
—
class O/S missing
|
$15,138,726
851,447 shares
|
— | 31 Mar 2023 |
| SANDERS MORRIS HARRIS LLC |
13F
Company
|
—
class O/S missing
|
$12,856,530
723,089 shares
|
— | 31 Mar 2023 |
| Zuckerman Investment Group, LLC |
13F
Company
|
—
class O/S missing
|
$11,691,706
657,576 shares
|
— | 31 Mar 2023 |
| Invesco Ltd. |
13F
Company
|
—
class O/S missing
|
$10,144,432
570,553 shares
|
— | 31 Mar 2023 |
| VAN ECK ASSOCIATES CORP |
13F
Company
|
—
class O/S missing
|
$8,929,000
502,208 shares
|
— | 31 Mar 2023 |
| Sound Income Strategies, LLC |
13F
Company
|
—
class O/S missing
|
$8,774,889
493,526 shares
|
— | 31 Mar 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
108
Shares
8,252,558
Rows available
108
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
99
Q2 2023 holders
108
Holder diff
9
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 value | Q2 2023 value | Value change | Value Chg % |
|---|