Capital Southwest Corporation (CSWC) Investment Company Portfolio Turnover

Capital Southwest Corporation Investment Company Portfolio Turnover

Capital Southwest Corporation (CSWC) reported Investment Company Portfolio Turnover of 5.92% for the 3-month period ending 2026-06-30, per its 10-Q filed 2026-08-03.

Financial Statements › Notes › Investment Company › Investment Company, Financial Highlights › Investment Company, Financial Ratios

us-gaap:InvestmentCompanyPortfolioTurnover · last filed 2026-08-03

• Capital Southwest Corporation investment company portfolio turnover for the quarter ending 2026-06-30 was 5.92%, a 12.55% increase year-over-year.
• Capital Southwest Corporation investment company portfolio turnover for the quarter ending 2025-06-30 was 5.26%, a 15.43% decline year-over-year.
• Capital Southwest Corporation investment company portfolio turnover for the quarter ending 2024-06-30 was 6.22%, a 175.22% increase year-over-year.
• Capital Southwest Corporation investment company portfolio turnover for the quarter ending 2023-06-30 was 2.26%, a 63.25% decline year-over-year.
• Capital Southwest Corporation investment company portfolio turnover for fiscal 2026 was 20.02%, a 6.26% increase from fiscal 2025.
• Capital Southwest Corporation investment company portfolio turnover for fiscal 2025 was 18.84%, a 20.38% increase from fiscal 2024.
• Capital Southwest Corporation investment company portfolio turnover for fiscal 2024 was 15.65%, a 14.40% increase from fiscal 2023.
• Capital Southwest Corporation investment company portfolio turnover for fiscal 2023 was 13.68%, a 59.66% decline from fiscal 2022.