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Capital Southwest Corporation shares owned by Caldwell Sutter Capital

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Caldwell Sutter Capital from 13F filings

Historical chart of Caldwell Sutter Capital investment in Capital Southwest Corporation

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All positions including Capital Southwest Corporation held by Caldwell Sutter Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by Caldwell Sutter Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 43k 24.96
2023-12-31 $1.0M 43k 23.70
2023-09-30 $990k 43k 22.90
2023-06-30 $853k 43k 19.72
2023-03-31 $769k 43k 17.78
2022-12-31 $727k 43k 17.10

More positions owned by Caldwell Sutter Capital

Apple (AAPL)
Msa Safety Inc equity (MSA)
Visa Com Cl A (V)
Microsoft Corporation (MSFT)
Caterpillar (CAT)
Kinetik Holdings New Cl A (KNTK)
Chevron Corp New Com (CVX)
Donegal Group Cl A (DGICA)
Costco Whsl Corp New Com (COST)
Atmus Filtration Technologies Ord (ATMU)
Natural Alternatives Intl Com New (NAII)
Ishares Tr Core S&p500 Etf (IVV)
First Internet Bancorp (INBK)
Vanguard Specialized Funds Div App Etf (VIG)
New England Rlty Assoc Ltd P Depository Rcpt (NEN)

View all positions for Caldwell Sutter Capital

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Punch & Associates Investment Management
Sanders Morris Harris
Asset Management Investors
Sound Income Strategies
Beacon Pointe Advisors
Two Sigma Investments
Melia Wealth
Two Sigma Advisers
Legal & General Group
Tectonic Advisors
Hennion & Walsh Asset Management
Grace & White
Citadel Advisors
Advisors Asset Management

View all funds holding Capital Southwest Corporation