LRI Investments »

Capital Southwest Corporation shares owned by LRI Investments

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

Historical chart of LRI Investments investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Southwest Corporation by LRI Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.5k 250 22.15
2025-09-30 $5.5k 250 21.86
2025-06-30 $5.5k 250 22.04
2025-03-31 $5.6k 250 22.32

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional Us Core Equity 1 Etf Etf (DCOR)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Dimensional International Core Equity Market Etf Etf (DFAI)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Assured Guaranty Stock (AGO)
Wisdomtree International Equity Fund Etf (DWM)
Microsoft Corp Stock (MSFT)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Meta Platforms Inc Cl A Stock (META)
Apple Stock (AAPL)
Dimensional International Value Etf Etf (DFIV)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for LRI Investments

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Two Sigma Advisers
Two Sigma Investments
Sound Income Strategies
UBS Group
Melia Wealth
Muzinich & Co
Cetera Investment Advisers
BlackRock
Legal & General Group
Envestnet Asset Management
Columbus Macro
Epiq Partners
Sumitomo Mitsui Trust Holdings
Raymond James Financial

View all funds holding Capital Southwest Corporation