Capital Southwest (CSWC) Long-Term Investments (2011 - 2026)
Capital Southwest's (CSWC) quarterly Long-Term Investments came in at $2.2 million in 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.
- On a quarterly basis, Long-Term Investments changed N/A year-over-year to $2.2 million in Q1 2026; TTM through Mar 2026 was $2.2 million, a N/A change from a year earlier, with the FY2026 full-year figure at $2.2 million, changed N/A from the prior year.
- Long-Term Investments declined to $2.2 million in Q1 2026 per CSWC's latest filing, from $7.4 million in the prior quarter.
- Across five years, Long-Term Investments topped out at $14.8 million in Q4 2022 and bottomed 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.
- Biggest YoY gain for Long-Term Investments was 1377.4% in 2025; the steepest drop was 79.38% in 2025.
- Year by year, Long-Term Investments stood at $14.8 million in 2022, then slumped by 43.49% to $8.4 million in 2023, then tumbled by 94.01% to $500000.0 in 2024, then surged by 1377.4% to $7.4 million in 2025, then slumped by 69.78% to $2.2 million in 2026.
- Per Business Quant, the three latest CSWC Long-Term Investments figures stand at $2.2 million (Q1 2026), $7.4 million (Q4 2025), and $1.5 million (Q2 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | 82.87 Bn |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 14.57 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 32.75 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 2.28 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 3.88 Bn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 58.97 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | - |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 399.00 Mn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 3.17 Bn |
| 10 | Capital Southwest | 1.42 Bn | 1.39 Bn | - | 2.23 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |