Nasdaqsmall
Institutional-grade research for retail investors
SEC EDGAR: CIK 17313CSWC stock profile & AI dashboard →

13F Pro Quality Score

Not in ranked universe

Pending next ranking run

This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

Email me the moment this company reports earnings
AI Research Report
Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.
Upgrade to Pro
Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.

CSWC Stock Analysis & AI Quality Score

Data updated 2026-07-26

AI stock analysis and institutional research for CAPITAL SOUTHWEST CORP (CSWC). CSWC is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q2 2026), CAPITAL SOUTHWEST CORP reports net income of $24.7M, free cash flow of $-80.9M. Top institutional holders of CSWC by reported 13-F value include FOURSIXTHREE CAPITAL, MILLENNIUM MANAGEMENT, VAN ECK ASSOCIATES, based on the most recent SEC filings. CSWC trades on the Nasdaq exchange and files with the SEC under CIK 17313. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CSWC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CAPITAL SOUTHWEST CORP directly from SEC EDGAR.

Fun facts about CAPITAL SOUTHWEST CORP

Quirks, history, and lore behind CSWC — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    A Texas-based company operating as a Business Development Company (BDC) · listed on Nasdaq · focused on credit and equity investing.
  • 2
    The Numbers
    Its portfolio is built around middle-market lending, with total investments typically in the low billions and a dividend yield that income investors drool over.
  • 3
    The History
    Founded in the 1960s, it spent decades as a sleepy holding company before reinventing itself as a full-fledged externally-then-internally managed BDC — a rare and investor-friendly switch.
  • 4
    The Secret
    It converted to internal management in 2015, meaning no outside manager scooping fees — a structure that aligns it much more closely with shareholder interests than most BDC peers.
  • 5
    The Lore
    It has built a reputation for paying regular plus supplemental dividends, treating investors to bonus payouts when the portfolio performs — essentially a profit-sharing vibe in a suit and tie.
  • 6
    The Giveaway
    Its ticker is a dead giveaway — think compass points meet financial capital — this Dallas BDC's name literally combines "Capital" with the direction you'd head from Texas to reach Colorado.
▶ Think you know your stocks? Play the Daily Ticker

Net Income

Q2 2026

$24.7M

Free Cash Flow

Q2 2026

$-80.9M

D/E Ratio

Q2 2026

1.15

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Net Income

+60.2% YoY
$113.0MFY 2026
FY23 $33.1MFY24 $83.4MFY25 $70.5MFY26 $113.0M

EPS (Diluted)

+29.3% YoY
$1.90FY 2026
FY23 $2.29FY24 $2.05FY25 $1.47FY26 $1.90

Total Assets

+15.7% YoY
$2.18BFY 2026
FY23 $1.26BFY24 $1.56BFY25 $1.88BFY26 $2.18B

Total Debt

+18.3% YoY
$1.13BFY 2026
FY23 $637.6MFY24 $770.9MFY25 $956.1MFY26 $1.13B

Op. Cash Flow

+10.9% YoY
$-193.5MFY 2026
FY23 $-227.1MFY24 $-188.5MFY25 $-217.3MFY26 $-193.5M

Free Cash Flow

+11.5% YoY
$-193.8MFY 2026
FY23 $-227.4MFY24 $-188.5MFY25 $-218.9MFY26 $-193.8M

Get alerted when CSWC's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for CAPITAL SOUTHWEST CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of CSWC

Put CSWC on your watchlist

Track score changes the day CAPITAL SOUTHWEST CORP files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Is CSWC a good stock to buy?

13F Pro's AI-powered analysis of CAPITAL SOUTHWEST CORP (CSWC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CSWC are available on the CSWC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CSWC is classified as a small company.

Which hedge funds own CSWC?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CSWC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CAPITAL SOUTHWEST CORP's investment landscape.