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Wasatch Advisors discloses 4.2% CSW Industrials (CSW) ownership in Schedule 13G/A

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wasatch Advisors reported its holdings of CSW Industrials Inc common stock on a Schedule 13G/A. The firm beneficially owned 693,036 shares, representing 4.2% of the outstanding common stock. It had sole voting power over 477,111 shares and sole dispositive power over all 693,036 shares, with no shared voting or dispositive power.

The filing classifies this position as ownership of 5 percent or less of the class. The reporting person is organized in Delaware, with its principal office in Salt Lake City, and the issuer’s principal executive offices are in Dallas, Texas.

Positive

  • None.

Negative

  • None.

Filing Explained

Wasatch reports a 4.2% passive stake with sole disposal power over 693,036 shares; no issuer-level transaction is disclosed.

Schedule 13G/A is used by passive holders to report ownership and stated intent, and amendments track changes in the reported position; this filing is Wasatch Advisors’ first amendment. As of June 30, 2026, Wasatch reports beneficial ownership of 693,036 CSW Industrials common shares, or 4.2% of the class, with sole power to vote 477,111 shares and sole power to dispose of all 693,036 shares.

For existing common holders, the disclosed structural consequence is an ownership record showing Wasatch below the form’s 5% reference point while retaining sole disposition authority over its reported stake. The voting and disposal powers are separate holder-level mechanics, not a commitment to sell or an issuer transaction.

The filing provides no earlier Wasatch ownership figure, so the change from its prior position cannot be sized from the supplied evidence.

Beneficial ownership 693,036 shares Amount beneficially owned by Wasatch Advisors in CSW Industrials Inc common stock
Percent of class 4.2% Percentage of CSW Industrials Inc common stock beneficially owned by Wasatch Advisors
Sole voting power 477,111 shares Shares of CSW Industrials Inc over which Wasatch Advisors has sole power to vote
Shared voting power 0 shares Shares of CSW Industrials Inc over which Wasatch Advisors has shared voting power
Sole dispositive power 693,036 shares Shares of CSW Industrials Inc over which Wasatch Advisors has sole dispositive power
Shared dispositive power 0 shares Shares of CSW Industrials Inc over which Wasatch Advisors has shared dispositive power
beneficially owned financial
"Ownership (a) | Amount beneficially owned: 693,036"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole Voting Power 477,111.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole Dispositive Power 693,036.00 8 | Shared Dispositive Power 0.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
percent of class financial
"Percent of class: 4.2 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
Schedule 13G/A regulatory
"form_type: "SCHEDULE 13G/A""
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What percentage of CSW Industrials Inc (CSW) shares does Wasatch Advisors report owning?

Wasatch Advisors reports beneficial ownership of 4.2% of CSW Industrials Inc’s common stock. This corresponds to 693,036 shares and is classified as ownership of five percent or less of the class.

How many CSW Industrials Inc (CSW) shares does Wasatch Advisors beneficially own?

Wasatch Advisors beneficially owns 693,036 shares of CSW Industrials Inc common stock. This stake represents 4.2% of the company’s outstanding common shares according to the Schedule 13G/A filing.

What voting power does Wasatch Advisors have over CSW (CSW Industrials Inc) shares?

Wasatch Advisors has sole voting power over 477,111 CSW Industrials Inc shares and no shared voting power. It also has sole dispositive power over 693,036 shares with no shared dispositive power.

How is Wasatch Advisors’ CSW Industrials Inc (CSW) ownership classified in the filing?

The Schedule 13G/A states that Wasatch Advisors’ stake is ownership of 5 percent or less of a class. The reported beneficial ownership is 693,036 shares, or 4.2% of CSW Industrials Inc common stock.

Where are CSW Industrials Inc (CSW) and Wasatch Advisors based according to the filing?

CSW Industrials Inc’s principal executive offices are in Dallas, Texas, while Wasatch Advisors’ principal business office is in Salt Lake City, Utah. Wasatch Advisors is organized under the laws of Delaware.





126402106

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Wasatch Advisors LP
Signature:Mike Yeates
Name/Title:CEO
Date:07/13/2026