Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
Holdings Activity Buys Sells    History
Holding/activity history for  Capital Southwest (CSWC)
← All CSWC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q4 0 0.00 Sell 100.00% 0.15 $17.22–24.21 · VW $21.04i SEC
2018   Q3 140,574 0.15 Reduce 6.50% <0.01 $18.55–20.31 · VW $19.60i $2,669,000 SEC
2018   Q2 150,348 0.13 $18.11 $2,723,000 SEC
2018   Q1 150,348 0.13 $17.02 $2,559,000 SEC
2017   Q4 150,348 0.12 $16.55 $2,489,000 SEC
2017   Q3 150,348 0.12 $17.13 $2,576,000 SEC
2017   Q2 150,348 0.11 $16.08 $2,418,000 SEC
2017   Q1 150,348 0.12 $16.91 $2,542,000 SEC
2016   Q4 150,348 0.11 $16.15 $2,428,000 SEC
2016   Q3 150,348 0.10 $14.70 $2,210,000 SEC
2016   Q2 150,348 0.09 $13.67 $2,055,000 SEC
2016   Q1 150,348 0.08 $13.87 $2,085,000 SEC
2015   Q4 150,348 0.07 Reduce 63.29% 0.13 $13.19–15.66 · VW $14.28i $2,087,000 SEC
2015   Q3 409,548 0.20 $17.40 $7,126,000 SEC
2015   Q2 409,548 0.20 $18.33 $7,507,000 SEC
2015   Q1 409,548 0.18 $17.04 $6,979,000 SEC
2014   Q4 409,548 0.15 $13.92 $5,700,000 SEC
2014   Q3 409,548 0.12 Reduce 29.21% 0.05 $12.45–15.37 · VW $13.83i $5,378,000 SEC
2014   Q2 578,501 0.16 $13.22 $7,648,000 SEC
2014   Q1 578,501 0.15 Reduce 6.60% <0.01 $11.75–13.37 · VW $12.80i $7,374,000 SEC
2013   Q4 619,361 0.15 $12.80 $7,928,000 SEC
2013   Q3 619,361 0.16 $12.56 $7,778,000 SEC
2013   Q2 619,361 0.17 Buy 0.17 $11.93–13.85 · VW $12.63i $7,835,000 SEC
2008   Q1 0 0.00 Sell 100.00% 0.03 $9.18–11.84 · VW $10.69i SEC
2007   Q4 159,724 0.03 Buy 0.03 $9.73–11.93 · VW $10.59i $123,811 SEC
2006   Q3 0 0.00 Sell 100.00% 0.06 $10.05–11.93 · VW $11.28i SEC
2006   Q2 274,971 0.06 Add 7.61% <0.01 $8.81–10.12 · VW $9.65i $241,612 SEC
2006   Q1 255,522 0.08 Buy 0.08 $8.32–9.18 · VW $8.86i $245,561 SEC