Capital Southwest CSWC Qualifying assets
Qualifying assets at other companies
Other financials
Where this comes from
Reported directly by Capital Southwest in its filing.
Tagged under the XBRL concept cswc:InvestmentCompanyPercentOfQualifiedAssets.
The official record: Capital Southwest’s 10-K, filed May 19, 2026, on SEC EDGAR. View the filing →
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Questions, answered.
- What is Capital Southwest's qualifying assets?
- Capital Southwest (CSWC) reported qualifying assets of 91.9% in Q1 2026.
- How has Capital Southwest's qualifying assets changed year-over-year?
- Capital Southwest's qualifying assets increased by 2.1% year-over-year, from 90% to 91.9%.
- What is the long-term trend for Capital Southwest's qualifying assets?
- Over 3 years (2023 to 2026), Capital Southwest's qualifying assets has grown at a 2.2% compound annual growth rate (CAGR), from 86.1% to 91.9%.
- What does qualifying assets mean?
- Measures the proportion of an investment company's portfolio that meets specific regulatory or internal criteria for qualifying assets. This metric is critical for maintaining compliance with investment company status and tax-advantaged structures. It indicates the degree to which the portfolio aligns with the company's core investment mandate and regulatory requirements.