Sound Income Strategies, LLC / CSWC
Sound Income Strategies, LLC’s Capital Southwest Corp Position
Does Sound Income Strategies, LLC own Capital Southwest Corp (CSWC)? Yes — 903.3K shares worth $20M (+0.96% of its 13F portfolio) as of Q1 2026, up from 886.0K shares the prior filed quarter.
Position Value
$20M
Q1 2026
Shares
903.3K
% of Portfolio
+0.96%
Quarters Held
26
currently held
Position History CSWC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 903.3K | $20M | +0.96% |
| Q4 2025 | 886.0K | $21M | +0.99% |
| Q3 2025 | 756.8K | $15M | +0.82% |
| Q2 2025 | 702.2K | $15M | +0.89% |
| Q1 2025 | 616.0K | $14M | +0.81% |
| Q4 2024 | 578.5K | $13M | +0.78% |
| Q3 2024 | 562.1K | $14M | +0.91% |
| Q2 2024 | 555.4K | $14M | +0.91% |
| Q1 2024 | 549.7K | $14M | +1.02% |
| Q4 2023 | 532.3K | $13M | +1.05% |
| Q3 2023 | 524.4K | $12M | +1.01% |
| Q2 2023 | 515.6K | $10M | +1.05% |
| Q1 2023 | 493.5K | $9M | +0.95% |
| Q4 2022 | 467.4K | $8M | +1.02% |
| Q3 2022 | 400.6K | $7M | +0.99% |
| Q2 2022 | 382.2K | $7M | +0.94% |
| Q1 2022 | 373.8K | $9M | +1.02% |
| Q4 2021 | 374.7K | $9M | +1.11% |
| Q3 2021 | 370.8K | $9M | +1.21% |
| Q2 2021 | 372.5K | $9M | +1.25% |
| Q1 2021 | 388.8K | $8.6B | +1.46% |
| Q4 2020 | 1.8K | $32,000 | +0.01% |
| Q3 2020 | 2.0K | $29,000 | +0.01% |
| Q2 2020 | 2.0K | $27,000 | +0.01% |
| Q1 2020 | 984 | $11,000 | 0.00% |
| Q4 2019 | 426 | $9,000 | 0.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sound Income Strategies, LLC’s full portfolio or all institutional holders of CSWC.