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Capital Southwest CSWC Ownership percent

Ownership percent at other companies

Sonida Senior Living logo
Sonida Senior LivingSNDA
$0.510.0%
Sonida Senior Living logo
Sonida Senior LivingSNDA
51%0.0pp
Healthpeak Properties logo
Healthpeak PropertiesDOC
100%
Duke Energy logo
Duke EnergyDUK
17.5%0.0pp
Healthpeak Properties logo
Healthpeak PropertiesDOC
70%0.0pp
Service Properties Trust logo
Service Properties TrustSVC
100%0.0pp

Other financials

Income statement

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Net income$27.5M+56.5%
EPS (diluted)$0.44+25.7%

Balance sheet

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Cash & equivalents$29.4M-34.4%
Total debt$1.1B+18.2%
Total equity$1.0B+14.4%
Total assets$2.2B+15.7%

Cash flow

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Operating cash flow-$59.1M-0.7%
CapEx$49.0K-87.6%
Free cash flow-$59.2M-0.1%

Valuation

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Market cap$1.6B+26.9%
Enterprise value$2.71B+18.0%
P/E14.2×-0.9×

Returns & leverage

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Return on equity11.9%+3.3pp
Debt / equity1.1×0.0×

Where this comes from

Reported directly by Capital Southwest in its filing.

Tagged under the XBRL concept cswc:InvestmentOwnedBalancePercentOfShares.

The source filing: Capital Southwest’s 10-K, filed May 19, 2026. Open the filing →

Filed
May 19, 2026, 4:51 PM EDT
Fiscal year
FY2026
Accession
0000017313-26-000035

FAQ

What is Capital Southwest's ownership percent?
Capital Southwest (CSWC) reported ownership percent of 16.8% in Q1 2026.
How has Capital Southwest's ownership percent changed year-over-year?
Capital Southwest's ownership percent increased by 331.7% year-over-year, from 3.9% to 16.8%.
What is the long-term trend for Capital Southwest's ownership percent?
Over 4 years (2022 to 2026), Capital Southwest's ownership percent has grown at a 44.1% compound annual growth rate (CAGR), from 3.9% to 16.8%.
What does ownership percent mean?
The percentage of a portfolio company's total outstanding equity or voting shares held by the investment firm. This metric indicates the level of influence or control the firm exerts over the investee and the potential for capital appreciation through equity ownership. It is a key indicator of the firm's equity strategy and alignment with management teams.

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