SEC 13F Intelligence

Melia Wealth LLC / CSWC

Melia Wealth LLC’s Capital Southwest Corp Position

Does Melia Wealth LLC own Capital Southwest Corp (CSWC)? Yes — 515.5K shares worth $11M (+5.52% of its 13F portfolio) as of Q1 2026, up from 503.0K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
515.5K
% of Portfolio
+5.52%
Quarters Held
10
currently held

Position History CSWC

Reported value by quarter
Q4 ’23: $16MQ4 ’23Q1 ’24: $9MQ2 ’24: $10MQ2 ’24Q3 ’24: $10MQ4 ’24: $9MQ4 ’24Q1 ’25: $9MQ2 ’25: $10MQ2 ’25Q3 ’25: $11MQ4 ’25: $11MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026515.5K$11M+5.52%
Q4 2025503.0K$11M+5.15%
Q3 2025490.5K$11M+4.69%
Q2 2025465.0K$10M+4.91%
Q1 2025422.3K$9M+4.86%
Q4 2024401.6K$9M+4.57%
Q3 2024388.8K$10M+5.09%
Q2 2024379.4K$10M+5.40%
Q1 2024372.1K$9M+5.22%
Q4 2023682.3K$16M+8.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Melia Wealth LLC’s full portfolio or all institutional holders of CSWC.