Capital Southwest (CSWC) Long-Term Investments (2011 - 2026)
Capital Southwest's quarterly Long-Term Investments came in at $849000.0 in Q1 2026, up 167.82% year-on-year from $317000.0 in Q1 2025, and up 239.6% quarter-over-quarter from $250000.0 in Q4 2025.
Capital Southwest has reported Long-Term Investments for 8 years, with the latest figure at $849000.0 in Q1 2026.
- For the quarter ending Q1 2026, Long-Term Investments rose 167.82% year-over-year to $849000.0; the trailing twelve-month figure through Mar 2026 stood at $849000.0 (up 167.82% YoY), and the FY2026 full-year result was $849000.0, up 167.82% from the prior year.
- Long-Term Investments for Q1 2026 stood at $849000.0, up from $250000.0 in the prior quarter.
- The five-year high for Long-Term Investments was $54.2 million in Q4 2023, with the low at $156000.0 in Q3 2023.
- Average Long-Term Investments over 5 years is $6.9 million, with a median of $919500.0 recorded in 2025.
- Year-over-year, Long-Term Investments jumped 495.8% in 2023 and slumped 99.08% in 2024.
- Tracing CSWC's Long-Term Investments over 5 years: stood at $9.1 million in 2022, then jumped by 495.8% to $54.2 million in 2023, then tumbled by 99.08% to $500000.0 in 2024, then slumped by 50.0% to $250000.0 in 2025, then soared by 239.6% to $849000.0 in 2026.
- The last three Long-Term Investments figures came in at $849000.0 (Q1 2026), $250000.0 (Q4 2025), and $990000.0 (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 14.57 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 32.75 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 77.47 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 2.39 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 3.10 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 586.00 Mn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 2.51 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | -1.48 Bn |
| 10 | Capital Southwest | 1.32 Bn | 1.29 Bn | - | 849,000.00 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 849,000.00 |
| Dec 31, 2025 | 4.96 Mn |
| Jun 30, 2025 | 1.34 Mn |
| Mar 31, 2025 | 10.00 Mn |
| Sep 30, 2024 | 1.08 Mn |
| Jun 30, 2024 | 18.42 Mn |
| Mar 31, 2024 | 9.80 Mn |
| Sep 30, 2023 | 8.97 Mn |
| Jun 30, 2023 | 9.47 Mn |
| Mar 31, 2023 | 9.10 Mn |
| Dec 31, 2022 | 2.91 Mn |
| Sep 30, 2022 | 9.10 Mn |
| Mar 31, 2022 | 376,000.00 |
| Mar 31, 2013 | 574.19 Mn |
| Dec 31, 2012 | 551.28 Mn |
| Sep 30, 2012 | 536.27 Mn |
| Jun 30, 2012 | 485.66 Mn |
| Mar 31, 2012 | 558.55 Mn |
| Dec 31, 2011 | 479.78 Mn |
| Sep 30, 2011 | 443.93 Mn |
| Jun 30, 2011 | 488.48 Mn |
| Mar 31, 2011 | 489.27 Mn |