CSWC
Capital Southwest Corporation · Financial Services · Asset Management
Señales de momentum (gestores comparables):
amplitud de titulares -8.3% ·
flujo de acciones -10.3% ·
nuevas posiciones netas -9.1%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 53 | +7 | 22.61M | $187.02M | +8 | −1 |
| Q1 2026 | 47 | -1 | 21.59M | $178.45M | +5 | −6 |
| Q4 2025 | 48 | -2 | 19.81M | $157.48M | — | −2 |
| Q3 2025 | 11 | -1 | 2.55M | $55.82M | — | −1 |
| Q2 2025 | 9 | +1 | 2.33M | $51.38M | +1 | — |
| Q1 2025 | 7 | +1 | 1.92M | $42.87M | +1 | — |
| Q4 2024 | 6 | +2 | 1.27M | $27.64M | +2 | — |
| Q3 2024 | 4 | +1 | 576.55K | $14.58M | +1 | — |
| Q2 2024 | 3 | — | 647.18K | $16.88M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Two Sigma Investments ✦ | 892.35K | +17.2% | $19.51M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 2 | Two Sigma Investments ✦ | 892.35K | +17.2% | $19.51M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 424.39K | +32.3% | $9.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 424.39K | +32.3% | $9.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 424.39K | +32.3% | $9.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Marshall Wace ✦ | 252.25K | +71.4% | $5.51M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Marshall Wace ✦ | 252.25K | +71.4% | $5.51M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Marshall Wace ✦ | 252.25K | +71.4% | $5.51M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 233.74K | — | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 233.74K | — | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 233.74K | — | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 233.74K | — | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 233.74K | — | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 233.74K | — | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 233.74K | — | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 231.10K | — | $5.05M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 207.15K | -49.4% | $4.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 207.15K | -49.4% | $4.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Millennium Management ✦ | 130.05K | -75.3% | $2.84M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Millennium Management ✦ | 130.05K | -75.3% | $2.84M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Point72 Asset Management ✦ | 69.90K | -11.3% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 50.62K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 50.62K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 50.62K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 50.62K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | State Street Global Advisors ✦ (pasivo) | 50.60K | +2.8% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Geode Capital Management ✦ (pasivo) | 11.25K | 0.0% | $245,946 | 0.0% | Held | 6 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| D. E. Shaw & Co. | $594,198 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 168 tenedores, 17.14M acciones, $350.46M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.