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Capital Southwest CSWC Investments - Cost Basis
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Where this comes from
Reported directly by Capital Southwest in its filing.
Tagged under the XBRL concept us-gaap:InvestmentOwnedAtCost.
The source filing: Capital Southwest’s 10-K, filed May 19, 2026.
- Filed
- May 19, 2026, 4:51 PM EDT
- Fiscal year
- FY2026
- Accession
- 0000017313-26-000035
| Line item | March 31, 2026 | March 31, 2025 |
|---|---|---|
| Non-control/Non-affiliate investments (Cost: $1,689,152 and $1,403,623, respectively) | $1,682,425 | $1,436,316 |
| Affiliate investments (Cost: $338,124 and $304,824, respectively) | 340,760 | 292,891 |
| Control investments (Cost: $92,208 and $70,913, respectively) | 74,261 | 56,092 |
| Total investments (Cost: $2,119,485 and $1,779,360, respectively) | 2,097,446 | 1,785,299 |
| Cash and cash equivalents | 29,045 | 43,221 |
| Restricted cash | 400 | 1,650 |
| Receivables: | ||
| Dividends and interest | 31,678 | 30,303 |
Item 8. Financial Statements and Supplementary Data
FAQ
- What is Capital Southwest's investments - cost basis?
- Capital Southwest (CSWC) reported investments - cost basis of $2.12B in Q1 2026.
- How has Capital Southwest's investments - cost basis changed year-over-year?
- Capital Southwest's investments - cost basis increased by 19.1% year-over-year, from $1.78B to $2.12B.
- What is the long-term trend for Capital Southwest's investments - cost basis?
- Over 4 years (2022 to 2026), Capital Southwest's investments - cost basis has grown at a 22.6% compound annual growth rate (CAGR), from $938.3M to $2.12B.
- What does investments - cost basis mean?
- Represents the original purchase price or historical cost of the investment portfolio, adjusted for subsequent capital contributions or returns of capital. This metric provides a baseline for evaluating the performance of investments relative to their initial acquisition cost. It is essential for calculating realized and unrealized gains or losses over the life of the investments.
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