Capital Southwest Corporation
US ˙ NasdaqGS ˙ US1405011073

SecurityCSWC / Capital Southwest Corporation
InstitutionMorgan Stanley
Latest Disclosed Ownership184,028 shares
Latest Disclosed Value $ 4,070,722
Morgan Stanley reports 22.76% decrease in ownership of CSWC / Capital Southwest Corporation

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 184,028 shares of Capital Southwest Corporation (US:CSWC) valued at $4,070,699 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 238,264 shares of Capital Southwest Corporation. This represents a change in shares of -22.76% during the quarter. The current value of the position is $4,271,290 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F CAPITAL SOUTHWEST COM 140501107 184,028 -54,236 -22.76 4,071 -22.87 0.0002
2026-05-27 2025-12-31 13F/A-1 CAPITAL SOUTHWEST COM 140501107 238,264 4,521 1.93 5,278 3.29 0.0003
2026-02-13 2025-12-31 13F CAPITAL SOUTHWEST COM 140501107 238,264 4,521 5,278 0.0003
2026-05-27 2025-09-30 13F/A-1 CAPITAL SOUTHWEST COM 140501107 233,743 6,347 2.79 5,110 1.96 0.0003
2025-11-14 2025-09-30 13F CAPITAL SOUTHWEST COM 140501107 233,743 6,347 5,110 0.0003
2025-08-15 2025-06-30 13F CAPITAL SOUTHWEST COM 140501107 227,396 67,598 42.30 5,012 40.52 0.0003
2025-05-15 2025-03-31 13F CAPITAL SOUTHWEST COM 140501107 159,798 -53,650 -25.13 3,567 -23.43 0.0003
2025-05-15 2024-12-31 13F/A-1 CAPITAL SOUTHWEST COM 140501107 213,448 48,987 29.79 4,657 11.97 0.0003
2025-02-14 2024-12-31 13F CAPITAL SOUTHWEST COM 140501107 213,448 48,987 4,657 0.0003
2025-05-14 2024-09-30 13F/A-2 CAPITAL SOUTHWEST COM 140501107 164,461 -713 -0.43 4,159 -3.48 0.0003
2025-02-14 2024-09-30 13F/A-1 CAPITAL SOUTHWEST COM 140501107 164,461 -713 4,159 0.0003
2024-11-14 2024-09-30 13F CAPITAL SOUTHWEST COM 140501107 164,461 -713 4,159 0.0000
2025-05-14 2024-06-30 13F/A-2 CAPITAL SOUTHWEST COM 140501107 165,174 -26,944 -14.02 4,309 -10.14 0.0003
2024-10-17 2024-06-30 13F/A-1 CAPITAL SOUTHWEST COM 140501107 165,174 -26,944 4,309 0.0003
2024-08-14 2024-06-30 13F CAPITAL SOUTHWEST COM 140501107 165,174 -26,944 4,309 0.0003
2024-10-17 2024-03-31 13F/A-2 CAPITAL SOUTHWEST COM 140501107 192,118 102,720 114.90 4,795 126.39 0.0004
2024-08-16 2024-03-31 13F/A-1 CAPITAL SOUTHWEST COM 140501107 192,118 102,720 4,795 0.0000
2024-05-15 2024-03-31 13F CAPITAL SOUTHWEST COM 140501107 192,118 102,720 4,795 0.0004
2024-08-16 2023-12-31 13F/A-1 CAPITAL SOUTHWEST COM 140501107 89,398 1,586 1.81 2,119 5.37 0.0002
2024-02-13 2023-12-31 13F CAPITAL SOUTHWEST COM 140501107 89,398 1,586 2,119 0.0002
2023-11-15 2023-09-30 13F CAPITAL SOUTHWEST COM 140501107 87,812 23,450 36.43 2,011 58.39 0.0002
2023-08-14 2023-06-30 13F CAPITAL SOUTHWEST COM 140501107 64,362 28,830 81.14 1,269 101.11 0.0001
2023-05-15 2023-03-31 13F CAPITAL SOUTHWEST COM 140501107 35,532 -13,285 -27.21 632 -24.34 0.0001
2023-02-14 2022-12-31 13F CAPITAL SOUTHWEST COM 140501107 48,817 25,068 105.55 835 107.46 0.0001
2022-11-14 2022-09-30 13F CAPITAL SOUTHWEST COM 140501107 23,749 -33,134 -58.25 402 -61.60 0.0001
2022-10-27 2022-06-30 13F/A-1 CAPITAL SOUTHWEST COM 140501107 56,883 -8,577 -13.10 1,047 -32.58 0.0001
2022-08-15 2022-06-30 13F CAPITAL SOUTHWEST COM 140501107 56,883 -8,577 1,047 0.0000
2022-10-27 2022-03-31 13F/A-1 CAPITAL SOUTHWEST COM 140501107 65,460 8,745 15.42 1,553 8.30 0.0002
2022-05-13 2022-03-31 13F CAPITAL SOUTHWEST COM 140501107 65,460 8,745 1,553 0.0002
2022-02-14 2021-12-31 13F CAPITAL SOUTHWEST COM 140501107 56,715 -27,592 -32.73 1,434 -32.45 0.0002
2021-11-15 2021-09-30 13F CAPITAL SOUTHWEST COM 140501107 84,307 -37,327 -30.69 2,123 -24.85 0.0003
2021-08-23 2021-06-30 13F/A-1 CAPITAL SOUTHWEST COM 140501107 121,634 59,027 94.28 2,825 103.68 0.0004
2021-08-16 2021-06-30 13F CAPITAL SOUTHWEST COM 140501107 121,634 59,027 2,825 0.0001
2021-05-17 2021-03-31 13F CAPITAL SOUTHWEST COM 140501107 62,607 23,077 58.38 1,387 97.58 0.0002
2021-02-16 2020-12-31 13F CAPITAL SOUTHWEST COM 140501107 39,530 2,282 6.13 702 34.23 0.0001
2020-11-13 2020-09-30 13F CAPITAL SOUTHWEST COM 140501107 37,248 -3,621 -8.86 523 -5.08 0.0001
2020-08-14 2020-06-30 13F CAPITAL SOUTHWEST COM 140501107 40,869 11,554 39.41 551 64.48 0.0001
2020-05-26 2020-03-31 13F/A-1 CAPITAL SOUTHWEST COM 140501107 29,315 -17,866 -37.87 335 -65.89 0.0001
2020-05-15 2020-03-31 13F CAPITAL SOUTHWEST COM 140501107 29,315 -17,866 335 25.7350
2020-02-14 2019-12-31 13F CAPITAL SOUTHWEST COM 140501107 47,181 15,327 48.12 982 41.50 0.0002
2019-11-14 2019-09-30 13F CAPITAL SOUTHWEST COM 140501107 31,854 -12,041 -27.43 694 -24.57 0.0002
2019-08-14 2019-06-30 13F CAPITAL SOUTHWEST COM 140501107 43,895 8,681 24.65 920 24.16 0.0002
2019-05-15 2019-03-31 13F CAPITAL SOUTHWEST COM 140501107 35,214 -42,018 -54.40 741 -50.07 0.0002
2019-02-14 2018-12-31 13F CAPITAL SOUTHWEST COM 140501107 77,232 70,316 1,016.71 1,484 1,024.24 0.0004
2019-04-23 2018-09-30 13F/A-2 CAPITAL SOUTHWEST COM 140501107 6,916 195 2.90 132 8.20 0.0000
2018-11-20 2018-09-30 13F/A-1 CAPITAL SOUTHWEST COM 140501107 6,916 0 132 0.0000
2018-11-14 2018-09-30 13F CAPITAL SOUTHWEST COM 140501107 6,916 195 132
2019-04-23 2018-06-30 13F/A-1 CAPITAL SOUTHWEST COM 140501107 6,721 -4,935 -42.34 122 -38.38 0.0000
2018-08-14 2018-06-30 13F CAPITAL SOUTHWEST COM 140501107 6,721 -4,935 122
2019-04-23 2018-03-31 13F/A-1 CAPITAL SOUTHWEST COM 140501107 11,656 6,141 111.35 198 117.58 0.0001
2018-05-14 2018-03-31 13F CAPITAL SOUTHWEST COM 140501107 11,656 6,141 198
2019-04-23 2017-12-31 13F/A-1 CAPITAL SOUTHWEST COM 140501107 5,515 2,970 116.70 91 111.63 0.0000
2018-02-14 2017-12-31 13F CAPITAL SOUTHWEST COM 140501107 5,515 2,970 91
2017-11-14 2017-09-30 13F CAPITAL SOUTHWEST COM 140501107 2,545 -2,168 -46.00 43 -43.42 0.0000
2017-08-11 2017-06-30 13F CAPITAL SOUTHWEST COM 140501107 4,713 -800 -14.51 76 -18.28 0.0000
2017-05-22 2017-03-31 13F/A-1 CAPITAL SOUTHWEST COM 140501107 5,513 -4,526 -45.08 93 -42.59 0.0000
2017-05-12 2017-03-31 13F CAPITAL SOUTHWEST COM 140501107 5,513 93
2017-02-22 2016-12-31 13F/A-1 CAPITAL SOUTHWEST COM 140501107 10,039 -51,346 -83.65 162 -82.06 0.0001
2017-02-13 2016-12-31 13F CAPITAL SOUTHWEST COM 140501107 10,039 162
2016-11-10 2016-09-30 13F CAPITAL SOUTHWEST COM 140501107 61,385 -17,399 -22.08 903 -16.16 0.0003
2016-08-12 2016-06-30 13F CAPITAL SOUTHWEST COM 140501107 78,784 -20,290 -20.48 1,077 -21.67 0.0004
2016-05-12 2016-03-31 13F CAPITAL SOUTHWEST COM 140501107 99,074 -54,671 -35.56 1,375 -35.57 0.0005
2016-02-09 2015-12-31 13F CAPITAL SOUTHWEST COM 140501107 153,745 12,591 8.92 2,134 -68.11 0.0008
2016-02-08 2015-09-30 13F/A-1 CAPITAL SOUTHWEST COM 140501107 141,154 -64,777 -31.46 6,691 -34.93 0.0025
2015-11-09 2015-09-30 13F CAPITAL SOUTHWEST COM 140501107 141,154 6,691
2015-08-12 2015-06-30 13F CAPITAL SOUTHWEST COM 140501107 205,931 -35,815 -14.82 10,282 -8.37 0.0036
2015-05-14 2015-03-31 13F CAPITAL SOUTHWEST COM 140501107 241,746 180,907 297.35 11,221 386.60 0.0041
2015-02-13 2014-12-31 13F CAPITAL SOUTHWEST COM 140501107 60,839 53,594 739.74 2,306 790.35 0.0008
2014-12-16 2014-09-30 13F/A-1 CAPITAL SOUTHWEST COM 140501107 7,245 -29,785 -80.43 259 -80.58 0.0001
2014-11-14 2014-09-30 13F CAPITAL SOUTHWEST COM 140501107 7,245 259
2014-08-12 2014-06-30 13F CAPITAL SOUTHWEST COM 140501107 37,030 20,781 127.89 1,334 136.52 0.0023
2014-05-13 2014-03-31 13F CAPITAL SOUTHWEST COM 140501107 16,249 -39,577 -70.89 564 -71.02 0.0002
2014-02-13 2013-12-31 13F CAPITAL SOUTHWEST COM 140501107 55,826 4,377 8.51 1,946 10.57 0.0008
2013-11-13 2013-09-30 13F CAPITAL SOUTHWEST CORP COM COM 140501107 51,449 38,893 309.76 1,760 1.68 0.0008
2013-08-08 2013-06-30 13F CAPITAL SOUTHWEST CORP COM COM 140501107 12,556 12,556 1,731 0.0009
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.