Capital Southwest CSWC Business Segments
| Q4 '26 | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | ||
|---|---|---|---|---|---|---|
| Investments at fair value by Geography | ||||||
| International | $31.79M-31.6% | $31.95M-33.6% | $29.5M-42.7% | $47.36M-4.8% | $46.44M-2.8% | |
| Midwest | $262.88M+8.7% | $265.16M+23.3% | $266.29M+7.9% | $244.07M-0.1% | $241.81M0.0% | |
| Northeast | $576.28M+22.8% | $557.14M+24.2% | $524.25M+44.8% | $469.79M+34.4% | $469.27M+22.9% | |
| Southeast | $421.73M+33.9% | $394.01M+24.0% | $314.21M+8.7% | $317.76M+29.2% | $315.03M+35.9% | |
| Southwest | $446.24M+37.7% | $415.68M+33.5% | $393.47M+62.6% | $362.58M+57.2% | $323.97M+30.9% | |
| West | $358.53M-7.8% | $349.27M-3.1% | $350.19M+10.4% | $338.64M-2.6% | $388.77M+19.4% | |
| Percentage of Net Assets at Fair Value by Geography | ||||||
| International | 3.1%-2.1pp | 3.2%-2.6pp | 3.1%-3.4pp | 5.2%-1.2pp | 5.2%-1.1pp | |
| Midwest | 26%-1.4pp | 26.6%+0.7pp | 28.1%-3.1pp | 26.6%-4.8pp | 27.4%-4.6pp | |
| Northeast | 57%+3.9pp | 56%+2.0pp | 55.4%+9.7pp | 51.2%+6.2pp | 53.1%+2.6pp | |
| Southeast | 41.8%+6.2pp | 39.6%+1.3pp | 33.2%-3.3pp | 34.7%+3.1pp | 35.6%+4.9pp | |
| Southwest | 44.1%+7.4pp | 41.8%+4.3pp | 41.5%+10.9pp | 39.6%+9.9pp | 36.7%+3.9pp | |
| West | 35.5%-8.5pp | 35%-8.4pp | 37%-3.1pp | 36.9%-7.9pp | 44%+0.9pp | |
| Cost by Geography | ||||||
| International | $29.92M-29.2% | $30.04M-33.2% | $27.62M-42.6% | $41.99M-11.6% | $42.24M-9.2% | |
| Midwest | $264.8M+7.6% | $270.24M+17.9% | $270.75M+6.7% | $249.35M+0.8% | $246.2M+0.9% | |
| Northeast | $579.9M+22.2% | $559.73M+28.8% | $531.39M+52.0% | $475.75M+40.6% | $474.64M+28.1% | |
| Southeast | $460.15M+35.8% | $433.06M+27.5% | $352.05M+15.3% | $346.36M+34.6% | $338.87M+45.4% | |
| Southwest | $433.47M+36.6% | $396.43M+29.3% | $373.91M+51.3% | $353.75M+43.1% | $317.43M+22.1% | |
| West | $351.25M-2.4% | $341.67M-4.6% | $340.8M+6.9% | $331.23M-4.4% | $359.99M+11.6% | |
| Percentage of Total Portfolio at Fair Value by Geography | ||||||
| Southeast | 0.4%— | 2.8%— | 0%-2.7pp | 19.3%+2.0pp | —— | |
| Southwest | 0.7%— | 0%-2.1pp | 0.6%— | 20.4%+3.7pp | —— |
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.