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Capital Southwest CSWC Ownership percent

Ownership percent at other companies

Oaktree Specialty Lending logo
Oaktree Specialty LendingOCSL
87.5%0.0pp
BancFirst Corporation logo
BancFirst CorporationBANF
50%0.0pp
Corvex
 logo
Corvex MOVE
20%
Taboola.com Ltd. logo
Taboola.com Ltd.TBLA
5%0.0pp
Duke Energy logo
Duke EnergyDUK
17.5%0.0pp
Hercules Capital logo
Hercules CapitalHTGC
49.2%-12.1pp

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$1.43B+17.9%
Enterprise value$2.53B+19.2%
P/E12.6×-4.5×

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 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 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.