EdgeMarketInstruments › CSWC

CSWC — CAPITAL SOUTHWEST CORP

US equity mkt cap 1.6B
24.96 +1.13% today
USD · as of 2026-08-21

Price · 2024-08-26 → 2026-08-21

499 daily closes shown
52w low 19.47 · high 25.25

Anonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.

Performance

1 day+1.13%
1 week+0.32%
1 month+6.44%
3 months+8.15%
6 months+9.67%
Year to date+11.98%
1 year+11.48%
3 years+14.08%
5 years-6.06%

Technicals

RSI 1466.0
vs 50-day avg+4.28%
vs 200-day avg+8.97%
Volatility 1y19.5%
Max drawdown 1y-15.75%
Avg volume 30d669.8K
Daily bars held2,674
History from2016-01-04

Dividends

Yield (trailing 12m)11.03%
Paid last 12m2.8142
Payments in 12m16
Paying since2016-03-11

⚠ Includes an irregular or special distribution — this yield is unlikely to repeat.

Measured signals that fired on CSWC

datesignal measured base rate
2026-08-06Equal highs taken out
structure
-0.70% over 21 days · t = -8.28 · n = 68,636
statistically distinguishable from its control group
2026-08-04Breakout to a 52-week high
price
-1.00% over 21 days · t = -8.58 · n = 24,386
statistically distinguishable from its control group
2026-08-04Fair value gap, bullish
structure
-0.67% over 21 days · t = -6.43 · n = 111,973
statistically distinguishable from its control group
2026-07-01Fair value gap, bullish
structure
-0.67% over 21 days · t = -6.43 · n = 111,973
statistically distinguishable from its control group
2026-05-06Equal highs taken out
structure
-0.70% over 21 days · t = -8.28 · n = 68,636
statistically distinguishable from its control group
2026-04-15Breakout to a 52-week high
price
-1.00% over 21 days · t = -8.58 · n = 24,386
statistically distinguishable from its control group

Excess return against a matched control group, on a point-in-time universe that includes delisted companies. Most families do not survive that. How the measurement works →

Insider transactions (Form 4)

dateinsiderwhatshares pricevalue
2026-08-10Rogers-Windsor Ramona Lynn
Director
Grant or award2.0K0.000
2026-08-10Thomas William R III
Director
Grant or award2.0K0.000
2026-08-10BATTIST CHRISTINE
Director
Grant or award2.0K0.000
2026-08-10FURST JACK D
Director
Grant or award2.0K0.000
2026-08-10Brooks David R
Director
Grant or award2.0K0.000
2026-06-30Rogers-Windsor Ramona Lynn
Director
Open-market purchase21123.705.0K
2026-06-17BATTIST CHRISTINE
Director
Open-market purchase86023.2320.0K
2026-06-10Sarner Michael Scott
President and CEO
Shares withheld for tax11.7K23.54275.5K
2026-06-10Weinstein Joshua S.
Senior Managing Director & CIO
Shares withheld for tax9.6K23.54225.7K
2026-06-10Rehberger Chris
Chief Financial Officer
Shares withheld for tax3.7K23.5486.8K

Open-market purchases (code P) are the informative ones. Grants, option exercises and tax withholding are compensation mechanics, not decisions. How to read a Form 4 →

Largest institutional holders

managervalueshares
TWO SIGMA INVESTMENTS, LP52.0M2.3M
SANDERS MORRIS HARRIS LLC24.6M1.1M
Sound Income Strategies, LLC19.8M903.3K
UBS Group AG18.9M854.1K
Empowered Funds, LLC13.7M619.1K
Empirical Finance, LLC13.7M618.9K
Melia Wealth LLC11.4M515.5K
Cetera Investment Advisers10.0M452.7K
Legal & General Group Plc9.8M443.1K
Muzinich & Co., Inc.9.4M426.2K

13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →

Short selling

Avg short volume, 90d50.2% of tape
Days observed61

This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →

Ask the AI about CSWC

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