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Investors / filer profile

Track record

What happened ~6 months after each disclosed buy

+3.2%avg per buy, ~6 months on+6.6%S&P 500 avg, same spans
CSWC · 2025-06-23 · +4.8% (S&P +14.8%)CSWC · 2025-10-01 · +1.7% (S&P -1.7%)
2025-06-232025-10-01
Each dot: one completed buy’s ~6-month outcome, equal weight per buy · dashed: S&P 500 over the same spans · hover a dot for detail
2 of 2
buys higher ~6mo later
+4.8%
median outcome
+14.8%
S&P 500 median, same spans

Disclosed positions

Estimated from their latest filings — positions may have changed since

$509.8K
combined est. value

Activity

Open-market buy & sell volume

BuySell
0$10K$20K2025 · bought $20K · sold $02025
Total +$20.0K bought
Most bought
CSWC
$20.0K

All filings on record

Every Form 4 transaction we track for this filer

UTFGrant
2025-10-16 · COHEN & STEERS INFRASTRUCTURE FUND INC
$3.5K
—
CSWCBuy
2025-10-01 · CAPITAL SOUTHWEST CORP
$10.0K
+1.7%
CSWCGrant
2025-08-12 · CAPITAL SOUTHWEST CORP
2,193
—
CSWCBuy
2025-06-23 · CAPITAL SOUTHWEST CORP
$10.0K
+4.8%

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.