SANDERS MORRIS HARRIS LLC CSWC holdings history
CAPITAL SOUTHWEST CORP · CUSIP 140501107 · CIK 1053994
As of 2026-06-30, SANDERS MORRIS HARRIS LLC reported 759.99K CSWC (shares), valued at $18.07M, or 10.48% of its reported non-derivative portfolio. Filed 2026-07-07.
Verify history & sources →Shares decreased 31.60%; reported value decreased 26.50%, and weight changed +6.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 10.48% | 759,992 | SEC filing ↗Filed Jul 7, 2026 |
| Q1 2026 | 3.90% | 1,111,173 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | 3.95% | 1,368,607 | SEC filing ↗Filed Oct 7, 2025 |
| Q2 2025 | 7.32% | 1,390,339 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 4.94% | 1,433,064 | SEC filing ↗Filed Apr 9, 2025 |
| Q4 2024 | 2.62% | 814,584 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 2.67% | 636,164 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 2.75% | 641,469 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 2.95% | 644,206 | SEC filing ↗Filed Apr 11, 2024 |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | 3.15% | 669,189 | SEC filing ↗Filed Oct 13, 2023Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.15% | 669,189 | $15.32M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 13, 2023 |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 2.95% | 644,206 | $16.08M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 11, 2024 |
| Q2 2024 | 2.75% | 641,469 | $16.74M | Shares decreased 0.42%; reported value increased 4.08%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 2.67% | 636,164 | $16.09M | Shares decreased 0.83%; reported value decreased 3.87%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 2.62% | 814,584 | $17.58M | Shares increased 28.05%; reported value increased 9.26%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 4.94% | 1,433,064 | $31.99M | Shares increased 75.93%; reported value increased 81.96%, and weight changed +2.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2025 |
| Q2 2025 | 7.32% | 1,390,339 | $30.64M | Shares decreased 2.98%; reported value decreased 4.20%, and weight changed +2.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 3.95% | 1,368,607 | $29.92M | Shares decreased 1.56%; reported value decreased 2.37%, and weight changed -3.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2025 |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | 3.90% | 1,111,173 | $24.58M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 10.48% | 759,992 | $18.07M | Shares decreased 31.60%; reported value decreased 26.50%, and weight changed +6.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 7, 2026 |
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