Capital Southwest CSWC Business Segments
| FY'26 | FY'25 | FY'24 | FY'23 | ||
|---|---|---|---|---|---|
| Investments at fair value by Geography | |||||
| International | $140.59M-28.2% | $195.87M+0.8% | $194.26M— | —— | |
| Midwest | $1.04B+9.5% | $948.05M+28.2% | $739.44M— | —— | |
| Northeast | $2.13B+30.6% | $1.63B+18.5% | $1.38B— | —— | |
| Southeast | $1.45B+24.0% | $1.17B+25.8% | $927.87M— | —— | |
| Southwest | $1.62B+46.0% | $1.11B+17.3% | $944.67M— | —— | |
| West | $1.4B-1.2% | $1.41B+24.1% | $1.14B— | —— | |
| Percentage of Net Assets at Fair Value by Geography | |||||
| International | 14.6%-9.3pp | 23.9%-4.3pp | 28.2%— | —— | |
| Midwest | 107.3%-8.6pp | 115.9%+9.7pp | 106.2%— | —— | |
| Northeast | 219.6%+21.8pp | 197.8%-0.5pp | 198.3%— | —— | |
| Southeast | 149.3%+7.3pp | 142%+7.0pp | 135%— | —— | |
| Southwest | 167%+32.5pp | 134.5%-2.4pp | 136.9%— | —— | |
| West | 144.4%-27.9pp | 172.3%+8.2pp | 164.1%— | —— | |
| Cost by Geography | |||||
| International | $129.58M-29.1% | $182.85M-2.6% | $187.67M— | —— | |
| Midwest | $1.06B+8.1% | $976.46M+30.7% | $746.97M— | —— | |
| Northeast | $2.15B+34.4% | $1.6B+22.2% | $1.31B— | —— | |
| Southeast | $1.59B+28.3% | $1.24B+35.3% | $916.9M— | —— | |
| Southwest | $1.56B+39.3% | $1.12B+15.8% | $965.94M— | —— | |
| West | $1.36B-1.3% | $1.38B+22.7% | $1.13B— | —— | |
| Percentage of Total Portfolio at Fair Value by Geography | |||||
| Southeast | 22.5%— | —— | —— | 19.5%— | |
| Southwest | 21.7%— | —— | —— | 19.4%— |
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.