CAPITAL SOUTHWEST CORP (CSWC) — Institutional Holders, Q2 2026 (page 3)
216 institutional investment managers reported a CSWC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $670.6M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 216. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CSWC 13F holders ranked 201–216 of 216
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | LRI Investments#201 · 250 sh | 250 | $5.9K | <0.01% | 0.0% |
| 202 | FIRST HORIZON NATIONAL#202 · 200 sh | 200 | $4.8K | — | 0.0% |
| 203 | Archer Investment#203 · 146 sh | 146 | $3.5K | <0.01% | +2.8% |
| 204 | VALLEY NATIONAL ADVISERS#204 · 100 sh | 100 | $2.4K | — | New |
| 205 | Quarry#205 · 88 sh | 88 | $2.1K | <0.01% | -91.5% |
| 206 | JFS WEALTH ADVISORS#206 · 69 sh | 69 | $1.6K | <0.01% | New |
| 207 | DELTA ASSET MANAGEMENT#207 · 60 sh | 60 | $1.4K | <0.01% | 0.0% |
| 208 | NBT BANK N A#208 · 34 sh | 34 | $798.00 | — | +3.0% |
| 209 | Hilton Head Capital Partners#209 · 30 sh | 30 | $713.00 | — | 0.0% |
| 210 | Caitong International Asset Management , Ltd#210 · 27 sh | 27 | $642.00 | <0.01% | -56.5% |
| 211 | ACTION POINT FINANCIAL PLANNING#211 · 14 sh | 14 | $333.00 | 0.00% | New |
| 212 | DHJJ Financial Advisors, Ltd.#212 · 5 sh | 5 | $119.00 | — | 0.0% |
| 213 | ASSETMARK#213 · 3 sh | 3 | $71.00 | — | -88.9% |
| 214 | HUNTINGTON NATIONAL BANK#214 · 2 sh | 2 | $48.00 | 0.00% | 0.0% |
| 215 | Context Capital Management#215 · 7,634,000 sh | 7,634,000 | — | — | +34.3% |
| 216 | Elequin Securities#216 · 1,606 sh | 1,606 | — | — | +36.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.