Capital Southwest CSWC Aggregate gross unrealized gain for federal tax purposes
Aggregate gross unrealized gain for federal tax purposes at other companies
Other financials
Where this comes from
Reported directly by Capital Southwest in its filing.
Tagged under the XBRL concept us-gaap:TaxBasisOfInvestmentsGrossUnrealizedAppreciation.
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 aggregate gross unrealized gain for federal tax purposes?
- Capital Southwest (CSWC) reported aggregate gross unrealized gain for federal tax purposes of $109M in Q1 2026.
- How has Capital Southwest's aggregate gross unrealized gain for federal tax purposes changed year-over-year?
- Capital Southwest's aggregate gross unrealized gain for federal tax purposes decreased by 7.2% year-over-year, from $117.4M to $109M.
- What is the long-term trend for Capital Southwest's aggregate gross unrealized gain for federal tax purposes?
- Over 4 years (2022 to 2026), Capital Southwest's aggregate gross unrealized gain for federal tax purposes has grown at a 12.6% compound annual growth rate (CAGR), from $67.8M to $109M.
- What does aggregate gross unrealized gain for federal tax purposes mean?
- The total aggregate increase in the fair market value of investments compared to their original tax cost basis for all assets currently in a gain position. This represents the potential future capital gains that could be realized upon the sale of these assets. It is a key indicator of the successful performance and value creation of the investment portfolio.