Screener

Percentage of Total Portfolio at Fair Value

Name: Capital Southwest Percentage of Total Portfolio at Fair Value by Geographic
Creator: OpenCapital
License: https://www.opencapital.sh/terms

Capital Southwest·Geographic·6 segments·Rolls up to Concentration Risk %

Breakdown

Segment	Q1 '25	Q2 '25	Q3 '25	Q4 '25	Q1 '26	Q2 '26	Q3 '26	Q4 '26
Southwest	16.7%	—	2.1%	—	20.4%	0.6%	0%	0.7%
Southeast	17.3%	2.7%	—	—	19.3%	0%	2.8%	0.4%
Northeast	23.8%	0.2%	2.4%	0.3%	26.4%	1.6%	—	—
West	23.7%	—	0.2%	0.6%	19%	—	—	—
Midwest	16.7%	—	—	0.4%	13.9%	0.4%	—	—
International	3.4%	—	—	—	2.7%	—	—	—
Total	—	—	—	—	—	—	—	—

Segments

NortheastView metric

SouthwestView metric

SoutheastView metric

WestView metric

MidwestView metric

InternationalView metric