Capital Southwest CSWC Business Segments
| Q4 '26 | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | ||
|---|---|---|---|---|---|---|
| Investments at fair value by Geography | ||||||
| International | $31.79M-0.5% | $31.95M+8.3% | $29.5M-37.7% | $47.36M+2.0% | $46.44M-3.5% | |
| Midwest | $262.88M-0.9% | $265.16M-0.4% | $266.29M+9.1% | $244.07M+0.9% | $241.81M+12.5% | |
| Northeast | $576.28M+3.4% | $557.14M+6.3% | $524.25M+11.6% | $469.79M+0.1% | $469.27M+4.6% | |
| Southeast | $421.73M+7.0% | $394.01M+25.4% | $314.21M-1.1% | $317.76M+0.9% | $315.03M-0.8% | |
| Southwest | $446.24M+7.4% | $415.68M+5.6% | $393.47M+8.5% | $362.58M+11.9% | $323.97M+4.0% | |
| West | $358.53M+2.7% | $349.27M-0.3% | $350.19M+3.4% | $338.64M-12.9% | $388.77M+7.9% | |
| Percentage of Net Assets at Fair Value by Geography | ||||||
| International | 3.1%-0.1pp | 3.2%+0.1pp | 3.1%-2.1pp | 5.2%0.0pp | 5.2%-0.6pp | |
| Midwest | 26%-0.6pp | 26.6%-1.5pp | 28.1%+1.5pp | 26.6%-0.8pp | 27.4%+1.5pp | |
| Northeast | 57%+1.0pp | 56%+0.6pp | 55.4%+4.2pp | 51.2%-1.9pp | 53.1%-0.9pp | |
| Southeast | 41.8%+2.2pp | 39.6%+6.4pp | 33.2%-1.5pp | 34.7%-0.9pp | 35.6%-2.7pp | |
| Southwest | 44.1%+2.3pp | 41.8%+0.3pp | 41.5%+1.9pp | 39.6%+2.9pp | 36.7%-0.8pp | |
| West | 35.5%+0.5pp | 35%-2.0pp | 37%+0.1pp | 36.9%-7.1pp | 44%+0.6pp | |
| Cost by Geography | ||||||
| International | $29.92M-0.4% | $30.04M+8.8% | $27.62M-34.2% | $41.99M-0.6% | $42.24M-6.0% | |
| Midwest | $264.8M-2.0% | $270.24M-0.2% | $270.75M+8.6% | $249.35M+1.3% | $246.2M+7.4% | |
| Northeast | $579.9M+3.6% | $559.73M+5.3% | $531.39M+11.7% | $475.75M+0.2% | $474.64M+9.2% | |
| Southeast | $460.15M+6.3% | $433.06M+23.0% | $352.05M+1.6% | $346.36M+2.2% | $338.87M-0.2% | |
| Southwest | $433.47M+9.3% | $396.43M+6.0% | $373.91M+5.7% | $353.75M+11.4% | $317.43M+3.5% | |
| West | $351.25M+2.8% | $341.67M+0.3% | $340.8M+2.9% | $331.23M-8.0% | $359.99M+0.5% | |
| Percentage of Total Portfolio at Fair Value by Geography | ||||||
| Southeast | 0.4%-2.4pp | 2.8%— | 0%-19.3pp | 19.3%— | —— | |
| Southwest | 0.7%— | 0%-0.6pp | 0.6%-19.8pp | 20.4%— | —— |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Capital Southwest break its business down?
- Capital Southwest (CSWC) reports investments at fair value by geography across 6 parts — International, Midwest, Northeast, Southeast and Southwest. Each is extracted from the segment footnotes and tracked over time.
- Where does Capital Southwest's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Capital Southwest's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.