Punch & Associates Investment Management, Inc. / CSWC
Punch & Associates Investment Management, Inc.’s Capital Southwest Corp Position
Does Punch & Associates Investment Management, Inc. own Capital Southwest Corp (CSWC)? Not currently — the last reported position was 686.5K shares worth $15M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$15M
Q1 2025
Shares
686.5K
% of Portfolio
+1.00%
Quarters Held
26
position exited
Position History CSWC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 686.5K | $15M | +1.00% |
| Q4 2024 | 672.4K | $15M | +0.80% |
| Q3 2024 | 675.6K | $17M | +0.94% |
| Q2 2024 | 669.8K | $17M | +1.02% |
| Q1 2024 | 669.3K | $17M | +0.95% |
| Q4 2023 | 782.0K | $19M | +1.08% |
| Q3 2023 | 773.6K | $18M | +1.13% |
| Q2 2023 | 846.7K | $17M | +1.02% |
| Q1 2023 | 851.4K | $15M | +0.98% |
| Q4 2022 | 748.1K | $13M | +0.83% |
| Q3 2022 | 522.8K | $9M | +0.62% |
| Q2 2022 | 523.3K | $10M | +0.67% |
| Q1 2022 | 516.6K | $12M | +0.70% |
| Q4 2021 | 502.3K | $13M | +0.67% |
| Q3 2021 | 491.3K | $12M | +0.71% |
| Q2 2021 | 506.3K | $12M | +0.59% |
| Q1 2021 | 603.7K | $13M | +0.80% |
| Q4 2020 | 884.6K | $16M | +1.10% |
| Q3 2020 | 1.11M | $16M | +1.34% |
| Q2 2020 | 1.20M | $16M | +1.47% |
| Q1 2020 | 1.13M | $13M | +1.54% |
| Q4 2019 | 1.24M | $26M | +2.03% |
| Q3 2019 | 1.47M | $32M | +2.65% |
| Q2 2019 | 1.48M | $31M | +2.59% |
| Q1 2019 | 1.50M | $31M | +2.69% |
| Q4 2018 | 1.59M | $31M | +2.92% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Punch & Associates Investment Management, Inc.’s full portfolio or all institutional holders of CSWC.