Capital Southwest Long-Term Investments 2012-2026 | CSWC

Capital Southwest long-term investments from 2012 to 2026. Long-term investments can be defined as the aggregate value of debt and or equity investments with maturities or benefits lasting more than one year.
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Capital Southwest Annual Long-Term Investments
(Millions of US $)
2026 $2,097
2025 $1,785
2024 $1,477
2023 $1,206
2022 $937
2021 $688
2020 $553
2019 $524
2018 $393
2017 $287
2016 $178
2015 $536
2014 $678
2013 $574
2012 $559
Capital Southwest Quarterly Long-Term Investments
(Millions of US $)
2026-03-31 $2,097
2025-12-31 $2,013
2025-09-30 $1,878
2025-06-30 $1,780
2025-03-31 $1,785
2024-12-31 $1,701
2024-09-30 $1,509
2024-06-30 $1,468
2024-03-31 $1,477
2023-12-31 $1,365
2023-09-30 $1,354
2023-06-30 $1,285
2023-03-31 $1,206
2022-12-31 $1,150
2022-09-30 $1,057
2022-06-30 $1,007
2022-03-31 $937
2021-12-31 $877
2021-09-30 $818
2021-06-30 $799
2021-03-31 $688
2020-12-31 $649
2020-09-30 $631
2020-06-30 $587
2020-03-31 $553
2019-12-31 $559
2019-09-30 $539
2019-06-30 $533
2019-03-31 $524
2018-12-31 $497
2018-09-30 $492
2018-06-30 $411
2018-03-31 $393
2017-12-31 $367
2017-09-30 $322
2017-06-30 $307
2017-03-31 $287
2016-12-31 $267
2016-09-30 $238
2016-06-30 $176
2016-03-31 $178
2015-12-31 $135
2015-09-30 $93
2015-06-30 $547
2015-03-31 $536
2014-12-31 $526
2014-09-30 $616
2014-06-30 $696
2014-03-31 $678
2013-12-31 $694
2013-09-30 $640
2013-06-30 $593
2013-03-31 $574
2012-12-31 $551
2012-09-30 $536
2012-06-30 $486
2012-03-31 $559
2011-12-31 $480
2011-09-30 $444
2011-06-30 $488
Sector Industry Market Cap Revenue
Finance Finance - Investment Management $1.374B $0.204B
Capital Southwest Corporation is a venture capital investment company whose objective is to achieve capital appreciation through long-term investments in businesses believed to have favorable growth potential. The Company's investments are focused on early-stage financings, expansion financings, management buyouts and recapitalizations in a broad range of industry segments. The portfolio is a composite of companies in which the Company has major interests as well as a number of developing companies and marketable securities of established publicly-owned companies.
Stock Name Country Market Cap PE Ratio
BlackRock (BLK) United States $155.434B 20.79
KKR (KKR) United States $81.327B 21.07
Apollo Global Management (APO) United States $60.300B 14.00
Ameriprise Financial (AMP) United States $40.697B 11.34
MSCI Inc (MSCI) United States $39.417B 31.01
Ares Management (ARES) United States $33.099B 21.10
T Rowe Price (TROW) United States $19.909B 9.41
Carlyle Group (CG) United States $17.080B 11.70
TPG (TPG) United States $14.710B 15.89
Franklin Resources (BEN) United States $12.972B 10.69
Blue Owl Capital (OWL) United States $12.794B 9.80
Schroders (SHNWF) United Kingdom $11.722B 0.00
Invesco (IVZ) United States $10.462B 11.62
SEI Investments (SEIC) United States $9.411B 13.67
Janus Henderson Group (JHG) United Kingdom $7.953B 10.78
Affiliated Managers (AMG) United States $7.615B 10.90
Grupo Aval Acciones Y Valores S.A (AVAL) Colombia $5.259B 11.07
ONEX (ONEXF) Canada $5.227B 8.59
Hamilton Lane (HLNE) United States $5.147B 16.45
Victory Capital Holdings (VCTR) United States $4.342B 10.86
Federated Hermes (FHI) United States $4.199B 11.08
Sprott (SII) Canada $3.713B 55.38
AllianceBernstein Holding (AB) United States $3.510B 11.25
Cohen & Steers Inc (CNS) United States $3.246B 20.37
Artisan Partners Asset Management (APAM) United States $2.967B 9.35
DigitalBridge (DBRG) United States $2.846B 47.12
Fairfax India Holdings (FFXDF) Canada $2.258B 5.51
Ashmore Group (AJMPF) United Kingdom $2.053B 0.00
GCM Grosvenor (GCMG) United States $1.968B 14.51
Prospect Capital (PSEC) United States $1.275B 3.64
Virtus Investment Partners (VRTS) United States $0.918B 5.46
PennantPark Floating Rate Capital (PFLT) United States $0.835B 7.80
Associated Capital (ACGP) United States $0.828B 15.57
Patria Investments (PAX) Cayman Islands $0.819B 9.69
Strive (ASST) United States $0.735B 0.00
Noah Holdings (NOAH) China $0.676B 8.28
Cannae Holdings (CNNE) United States $0.577B 0.00
Gamco Investors (GAMI) United States $0.511B 7.47
Eagle Point Credit (ECC) United States $0.505B 3.75
Barings Corporate Investors (MCI) $0.362B 0.00
Value Line (VALU) United States $0.329B 15.00
Sound Point Meridian Capital (SPMC) United States $0.204B 4.59
Barings Participation Investors (MPV) $0.188B 0.00
Silvercrest Asset Management Group (SAMG) United States $0.154B 14.67
Westwood Holdings Group Inc (WHG) United States $0.151B 14.12
ArrowMark Financial (BANX) United States $0.139B 0.00
Monroe Capital (MRCC) United States $0.106B 9.04
OFS Credit (OCCI) $0.086B 2.23
AMTD IDEA Group (AMTD) France $0.081B 0.00
Hennessy Advisors (HNNA) United States $0.078B 8.68
Great Elm Capital (GECC) United States $0.071B 3.58
Mount Logan Capital (MLCI) United States $0.042B 0.00
Royalty Management Holding (RMCO) United States $0.039B 0.00
FG Nexus Inc (FGNX) United States $0.036B 0.00
U.S Global Investors (GROW) United States $0.033B 0.00
Binah Capital (BCG) United States $0.029B 16.00
Jupai Holdings (JP) China $0.000B 0.00
Medley Management (MDLY) United States $0.000B 0.00