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-28.2% | $155.25M-21.3% | $171.44M-12.1% | $193.47M-3.0% | $195.87M+0.8% | |
| Midwest | $1.04B+9.5% | $1.02B+7.3% | $967.18M+6.8% | $947.72M+14.6% | $948.05M+28.2% | |
| Northeast | $2.13B+30.6% | $2.02B+31.0% | $1.91B+31.9% | $1.75B+22.8% | $1.63B+18.5% | |
| Southeast | $1.45B+24.0% | $1.34B+23.7% | $1.26B+29.6% | $1.24B+34.4% | $1.17B+25.8% | |
| Southwest | $1.62B+46.0% | $1.5B+45.0% | $1.39B+46.2% | $1.24B+30.8% | $1.11B+17.3% | |
| West | $1.4B-1.2% | $1.43B+5.6% | $1.44B+11.7% | $1.4B+13.8% | $1.41B+24.1% | |
| Percentage of Net Assets at Fair Value by Geography | ||||||
| International | 14.6%-9.3pp | 16.7%-8.3pp | 19.3%-6.3pp | 22.7%-4.9pp | 23.9%-4.3pp | |
| Midwest | 107.3%-8.6pp | 108.7%-11.8pp | 108%-10.5pp | 111.1%-1.8pp | 115.9%+9.7pp | |
| Northeast | 219.6%+21.8pp | 215.7%+20.5pp | 213.7%+23.2pp | 204%+7.9pp | 197.8%-0.5pp | |
| Southeast | 149.3%+7.3pp | 143.1%+6.0pp | 141.8%+14.0pp | 145.1%+18.0pp | 142%+7.0pp | |
| Southwest | 167%+32.5pp | 159.6%+29.0pp | 155.3%+30.1pp | 144.4%+13.5pp | 134.5%-2.4pp | |
| West | 144.4%-27.9pp | 152.9%-18.5pp | 161.3%-7.8pp | 164.4%-4.8pp | 172.3%+8.2pp | |
| Cost by Geography | ||||||
| International | $129.58M-29.1% | $141.89M-24.2% | $156.79M-15.4% | $177.32M-7.6% | $182.85M-2.6% | |
| Midwest | $1.06B+8.1% | $1.04B+6.4% | $995.45M+8.4% | $978.47M+17.2% | $976.46M+30.7% | |
| Northeast | $2.15B+34.4% | $2.04B+36.7% | $1.92B+37.4% | $1.73B+27.4% | $1.6B+22.2% | |
| Southeast | $1.59B+28.3% | $1.47B+29.5% | $1.38B+36.8% | $1.33B+42.6% | $1.24B+35.3% | |
| Southwest | $1.56B+39.3% | $1.44B+35.9% | $1.35B+36.4% | $1.22B+24.3% | $1.12B+15.8% | |
| West | $1.36B-1.3% | $1.37B+2.1% | $1.39B+8.9% | $1.37B+11.8% | $1.38B+22.7% | |
| 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.