Capital Southwest CSWC Business Segments
| TTM Q4 '26 | TTM Q3 '26 | TTM Q2 '26 | TTM Q1 '26 | TTM Q4 '25 | ||
|---|---|---|---|---|---|---|
| Investments at fair value by Geography | ||||||
| International | $140.59M-9.4% | $155.25M-9.4% | $171.44M-11.4% | $193.47M-1.2% | $195.87M-0.7% | |
| Midwest | $1.04B+2.1% | $1.02B+5.2% | $967.18M+2.1% | $947.72M0.0% | $948.05M0.0% | |
| Northeast | $2.13B+5.3% | $2.02B+5.7% | $1.91B+9.3% | $1.75B+7.4% | $1.63B+5.7% | |
| Southeast | $1.45B+8.0% | $1.34B+6.0% | $1.26B+2.0% | $1.24B+6.2% | $1.17B+7.7% | |
| Southwest | $1.62B+8.2% | $1.5B+7.5% | $1.39B+12.2% | $1.24B+11.9% | $1.11B+7.4% | |
| West | $1.4B-2.1% | $1.43B-0.8% | $1.44B+2.4% | $1.4B-0.7% | $1.41B+4.7% | |
| Percentage of Net Assets at Fair Value by Geography | ||||||
| International | 14.6%-2.1pp | 16.7%-2.6pp | 19.3%-3.4pp | 22.7%-1.2pp | 23.9%-1.1pp | |
| Midwest | 107.3%-1.4pp | 108.7%+0.7pp | 108%-3.1pp | 111.1%-4.8pp | 115.9%-4.6pp | |
| Northeast | 219.6%+3.9pp | 215.7%+2.0pp | 213.7%+9.7pp | 204%+6.2pp | 197.8%+2.6pp | |
| Southeast | 149.3%+6.2pp | 143.1%+1.3pp | 141.8%-3.3pp | 145.1%+3.1pp | 142%+4.9pp | |
| Southwest | 167%+7.4pp | 159.6%+4.3pp | 155.3%+10.9pp | 144.4%+9.9pp | 134.5%+3.9pp | |
| West | 144.4%-8.5pp | 152.9%-8.4pp | 161.3%-3.1pp | 164.4%-7.9pp | 172.3%+0.9pp | |
| Cost by Geography | ||||||
| International | $129.58M-8.7% | $141.89M-9.5% | $156.79M-11.6% | $177.32M-3.0% | $182.85M-2.3% | |
| Midwest | $1.06B+1.8% | $1.04B+4.1% | $995.45M+1.7% | $978.47M+0.2% | $976.46M+0.2% | |
| Northeast | $2.15B+5.2% | $2.04B+6.5% | $1.92B+10.5% | $1.73B+8.6% | $1.6B+7.0% | |
| Southeast | $1.59B+8.2% | $1.47B+6.8% | $1.38B+3.5% | $1.33B+7.2% | $1.24B+9.3% | |
| Southwest | $1.56B+8.0% | $1.44B+6.6% | $1.35B+10.3% | $1.22B+9.5% | $1.12B+5.4% | |
| West | $1.36B-0.6% | $1.37B-1.2% | $1.39B+1.6% | $1.37B-1.1% | $1.38B+2.8% | |
| Percentage of Total Portfolio at Fair Value by Geography | ||||||
| Southeast | 22.5%— | —— | —— | —— | —— | |
| Southwest | 21.7%— | —— | —— | —— | —— |
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.