Capital Southwest Corporation Investment Company Tax Basis Capital Loss Carryforward Utilization
Capital Southwest Corporation (CSWC) reported Investment Company Tax Basis Capital Loss Carryforward Utilization of -$1.00 million for the 3-month period ending 2026-06-30, per its 10-Q filed 2026-08-03.
Financial Statements › Notes › Investment Company › Investment Company, Disclosure Items › Investment Company, Tax Disclosure Items › Investment Company, Tax Basis, Taxable Income (Loss), before Deduction for Distribution
us-gaap:InvestmentCompanyTaxBasisCapitalLossCarryforwardUtilization · last filed 2026-08-03
- Capital Southwest Corporation investment company tax basis capital loss carryforward utilization for the quarter ending 2026-06-30 was -$1.00M, a 136.74% decline year-over-year.
- Capital Southwest Corporation investment company tax basis capital loss carryforward utilization for the quarter ending 2026-03-31 was $15.01M, a 74.07% decline year-over-year.
- Capital Southwest Corporation investment company tax basis capital loss carryforward utilization for the quarter ending 2025-12-31 was $705.00K, a 95.25% decline year-over-year.
- Capital Southwest Corporation investment company tax basis capital loss carryforward utilization for the quarter ending 2025-09-30 was $10.80M.
- Capital Southwest Corporation investment company tax basis capital loss carryforward utilization for fiscal 2026 was $29.25M, a 58.73% decline from fiscal 2025.
- Capital Southwest Corporation investment company tax basis capital loss carryforward utilization for fiscal 2025 was $70.88M, a 168.00% increase from fiscal 2024.
- Capital Southwest Corporation investment company tax basis capital loss carryforward utilization for fiscal 2024 was $26.45M, a 106.70% increase from fiscal 2023.
- Capital Southwest Corporation investment company tax basis capital loss carryforward utilization for fiscal 2023 was $12.80M.
| Period end | Investment Company Tax Basis Capital Loss Carryforward Utilization 3 month | Investment Company Tax Basis Capital Loss Carryforward Utilization 6 month | Investment Company Tax Basis Capital Loss Carryforward Utilization 9 month | Investment Company Tax Basis Capital Loss Carryforward Utilization 12 month |
|---|---|---|---|---|
| 2026-06-30 | -$1.00M 10-Q · filed 2026-08-03 | $14.01M derived: sum of 2 quarters · filed 2026-08-03 | $14.71M derived: sum of 3 quarters · filed 2026-08-03 | $25.52M derived: sum of 4 quarters · filed 2026-08-03 |
| 2026-03-31 | $15.01M derived: 10-K 12 month − 10-Q 9 month · filed 2026-05-19 | $15.72M derived: sum of 2 quarters · filed 2026-05-19 | $26.52M derived: sum of 3 quarters · filed 2026-05-19 | $29.25M 10-K · filed 2026-05-19 |
| 2025-12-31 | $705.00K derived: 10-Q 9 month − 10-Q 6 month · filed 2026-02-02 | $11.51M derived: sum of 2 quarters · filed 2026-02-02 | $14.24M 10-Q · filed 2026-02-02 | $72.14M derived: sum of 4 quarters · filed 2026-08-03 |
| 2025-09-30 | $10.80M derived: 10-Q 6 month − 10-Q 3 month · filed 2025-11-03 | $13.54M 10-Q · filed 2025-11-03 | $71.43M derived: sum of 3 quarters · filed 2026-08-03 | $86.28M derived: sum of 4 quarters · filed 2026-08-03 |
| 2025-06-30 | $2.73M 10-Q · filed 2026-08-03 | $60.63M derived: sum of 2 quarters · filed 2026-08-03 | $75.48M derived: sum of 3 quarters · filed 2026-08-03 | $75.17M derived: sum of 4 quarters · filed 2026-08-03 |
| 2025-03-31 | $57.90M derived: 10-K 12 month − 10-Q 9 month · filed 2026-05-19 | $72.75M derived: sum of 2 quarters · filed 2026-05-19 | $72.43M derived: sum of 3 quarters · filed 2026-05-19 | $70.88M 10-K · filed 2026-05-19 |
| 2024-12-31 | $14.85M derived: 10-Q 9 month − 10-Q 6 month · filed 2026-02-02 | $14.54M derived: sum of 2 quarters · filed 2026-02-02 | $12.99M 10-Q · filed 2026-02-02 | $15.01M derived: sum of 4 quarters · filed 2026-02-02 |
| 2024-09-30 | -$313.00K derived: 10-Q 6 month − 10-Q 3 month · filed 2025-11-03 | -$1.86M 10-Q · filed 2025-11-03 | $156.00K derived: sum of 3 quarters · filed 2025-11-03 | $7.85M derived: sum of 4 quarters · filed 2025-11-03 |
| 2024-06-30 | -$1.55M 10-Q · filed 2025-08-07 | $469.00K derived: sum of 2 quarters · filed 2025-08-07 | $8.16M derived: sum of 3 quarters · filed 2025-08-07 | |
| 2024-03-31 | $2.02M derived: 10-K 12 month − 10-Q 9 month · filed 2025-05-20 | $9.72M derived: sum of 2 quarters · filed 2025-05-20 | $26.45M 10-K · filed 2025-05-20 | |
| 2023-12-31 | $7.70M derived: 10-Q 9 month − 10-Q 6 month · filed 2025-02-04 | $24.43M 10-Q · filed 2025-02-04 | ||
| 2023-09-30 | $16.73M 10-Q · filed 2024-10-29 | |||
| 2023-03-31 | $12.80M 10-K · filed 2025-05-20 |