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Capital Southwest Corporation shares owned by Samalin Investment Counsel

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Samalin Investment Counsel from 13F filings

Historical chart of Samalin Investment Counsel investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by Samalin Investment Counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by Samalin Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $572k 26k 21.86
2025-06-30 $570k 26k 22.04
2025-03-31 $535k 24k 22.32
2024-12-31 $495k 23k 21.82
2024-09-30 $518k 21k 25.29
2024-06-30 $477k 18k 26.09
2024-03-31 $460k 18k 24.96
2023-09-30 $248k 11k 22.90

More positions owned by Samalin Investment Counsel

Apple (AAPL)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr Gold Tr Gold Shs (GLD)
Bank of America Corporation (BAC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Eafe Min Vl (EFAV)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Samalin Investment Counsel

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Sanders Morris Harris
Two Sigma Advisers
Two Sigma Investments
UBS Group
Sound Income Strategies
Melia Wealth
BlackRock
Asset Management Investors
Cetera Investment Advisers
Envestnet Asset Management
Legal & General Group
Columbus Macro
Franklin Resources
Raymond James Financial

View all funds holding Capital Southwest Corporation