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
DateValue
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