Capital Southwest (CSWC) Long-Term Investments (2011 - 2026)
Capital Southwest (CSWC) posted quarterly Long-Term Investments of $2.2 million for Q1 2026, down 69.78% quarter-over-quarter from $7.4 million in Q4 2025.
Capital Southwest (CSWC) Long-Term Investments (2011 - 2026) Analysis & Trends
Capital Southwest's Long-Term Investments history runs 8 years deep, the most recent figure standing at $2.2 million for Q1 2026.
- In Q1 2026, Long-Term Investments changed N/A year-over-year to $2.2 million; the TTM figure through Mar 2026 stood at $2.2 million (changed N/A YoY), while the FY2026 annual figure was $2.2 million, changed N/A from the prior year.
- Long-Term Investments for Q1 2026 stood at $2.2 million, down from $7.4 million in the prior quarter.
- The five-year high for Long-Term Investments was $14.8 million in Q4 2022, with the low at $500000.0 in Q4 2024.
- The 5-year median for Long-Term Investments is $2.3 million (2024), against an average of $4.8 million.
- Peak annual rise in Long-Term Investments reached 1377.4% in 2025, while the deepest fall reached 79.38% in 2025.
- Capital Southwest's Long-Term Investments stood at $14.8 million in 2022, then tumbled by 43.49% to $8.4 million in 2023, then plunged by 94.01% to $500000.0 in 2024, then jumped by 1377.4% to $7.4 million in 2025, then tumbled by 69.78% to $2.2 million in 2026.
- Business Quant data shows CSWC's Long-Term Investments at $2.2 million in Q1 2026, $7.4 million in Q4 2025, and $1.5 million in Q2 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 15.14 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 34.59 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 837.70 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 87.68 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 10.36 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 333.84 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 4.10 Bn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 59.65 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 383.00 Mn |
| 10 | Capital Southwest | 1.53 Bn | 1.47 Bn | - | 2.20 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 2.20 Bn |
| Mar 31, 2026 | 2.23 Mn |
| Dec 31, 2025 | 7.39 Mn |
| Jun 30, 2025 | 1.50 Mn |
| Dec 31, 2024 | 500,000.00 |
| Sep 30, 2024 | 2.14 Mn |
| Jun 30, 2024 | 7.28 Mn |
| Mar 31, 2024 | 2.37 Mn |
| Sep 30, 2023 | 8.35 Mn |
| Mar 31, 2023 | 1.00 Mn |
| Dec 31, 2022 | 14.78 Mn |
| 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 |