Back to CSWC
CONFLUENCE INVESTMENT MANAGEMENT LLC → CSWC
CONFLUENCE INVESTMENT MANAGEMENT LLC CSWC Position History
Capital Southwest Corporation
Quarters held
10
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $758K |
| Q3 2025 | $1.1M |
| Q4 2025 | $763K |
| Q4 2025 | $1.1M |
| Q1 2026 | $663K |
| Q1 2026 | $1.4M |
| Q2 2026 | $674K |
| Q2 2026 | $1.6M |
| Q3 2026 | $605K |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 78.4K | — | — |
| Q3 2026 | $605K | 26.2K | — | — |
| Q2 2026 | $1.6M | 67.0K | — | — |
| Q2 2026 | $674K | 28.3K | — | — |
| Q1 2026 | $1.4M | 65.3K | — | — |
| Q1 2026 | $663K | 30.0K | — | — |
| Q4 2025 | $1.1M | 49.4K | — | — |
| Q4 2025 | $763K | 34.4K | — | — |
| Q3 2025 | $1.1M | 52.0K | — | — |
| Q3 2025 | $758K | 34.7K | — | — |