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Security record · archived quarter

CSW

CSW Industrials, Inc. · Industrials · Industrial - Specialties

322.70 -1.5% mkt cap $5.26B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
13Tracked holders
0Δ holders
2.03MShares held
$717.23MReported value
+1New positions
−1Exits
Stable Conviction score 40/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.2% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 97 +1 10.43M $2.90B +5 −3
Q1 2026 98 -4 10.59M $2.76B +6 −11
Q4 2025 102 -2 12.30M $3.61B +2 −3
Q3 2025 15 0 7.23M $1.76B +1 −2
Q2 2025 13 0 6.24M $1.79B +1 −1
Q1 2025 10 -3 2.07M $604.79M +1 −4
Q4 2024 13 0 2.03M $717.23M +1 −1
Q3 2024 12 +1 1.47M $539.97M +2 −1
Q2 2024 11 1.08M $287.53M
Holder count
Who holds it · Q4 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 State Street Global Advisors (passive) 648.08K $228.64M 0.0% n/c 1 SEC ↗
2 Capital World Investors 556.84K -6.1% $196.45M 0.0% ▼ Trim 3 SEC ↗
3 Geode Capital Management (passive) 393.85K +1.3% $138.98M 0.0% ▲ Add 3 SEC ↗
4 Geode Capital Management (passive) 393.85K +1.3% $138.98M 0.0% ▲ Add 3 SEC ↗
5 T. Rowe Price 207.14K +0.3% $73.08M 0.0% ▲ Add 3 SEC ↗
6 T. Rowe Price 207.14K +0.3% $73.08M 0.0% ▲ Add 3 SEC ↗
7 Norges Bank (passive) 167.94K -14.0% $59.25M 0.0% ▼ Trim 2 SEC ↗
8 Renaissance Technologies 27.70K -4.2% $9.77M 0.0% ▼ Trim 3 SEC ↗
9 Arrowstreet Capital 13.04K -68.3% $4.60M 0.0% ▼ Trim 3 SEC ↗
10 Two Sigma Investments 5.50K -11.4% $1.94M 0.0% ▼ Trim 3 SEC ↗
11 AQR Capital Management 5.05K -3.1% $1.78M 0.0% ▼ Trim 3 SEC ↗
12 AQR Capital Management 5.05K -3.1% $1.78M 0.0% ▼ Trim 3 SEC ↗
13 AQR Capital Management 5.05K -3.1% $1.78M 0.0% ▼ Trim 3 SEC ↗
14 Millennium Management 3.93K +435.2% $1.39M 0.0% ▲ Add 2 SEC ↗
15 Bridgewater Associates 1.50K -58.1% $528,847 0.0% ▼ Trim 3 SEC ↗
16 Gotham Asset Management 1.30K New $460,404 0.0% New 1 SEC ↗
17 D. E. Shaw & Co. 991 0.0% $349,625 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Gotham Asset Management $460,404 0.0%

Exited

Citadel Advisors $1.17M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 346 holders, 16.51M shares, $4.05B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 14 Armes Joseph B

Officer, Director · 1.50K sh · $517,736

Aug 10 UNDERWOOD JEFF

Officer · 720 sh · $249,811

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Jul 13 SC 13G/A — WASATCH ADVISORS LP

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2024 · Methodology · Get this via the API