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Vanguard Portfolio Management (CSW) reports 5.53% ownership of CSW shares

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Vanguard Portfolio Management filed a Schedule 13G reporting beneficial ownership of 911,560 shares of CSW Industrials Inc. The filing shows this represents 5.53% of the class as of 03/31/2026, with 13,904 shares subject to sole voting power and 911,560 shares subject to sole dispositive power. The filing states holdings include shares managed across Vanguard affiliates and was signed on 04/29/2026.

Positive

  • None.

Negative

  • None.

Insights

Vanguard holds a 5.53% stake in CSW, reported via Schedule 13G.

Schedule 13G filings indicate passive institutional ownership when holders report under the beneficial-ownership rules; here Vanguard Portfolio Management reports dispositive power over 911,560 shares as of 03/31/2026. The filing notes voting power is more limited (13,904 shares).

Because the filing is on Schedule 13G, it reflects an investment-management stake rather than an activist intent; subsequent filings could show changes if Vanguard adjusts its position or voting approach.

Filing structure complies with passive ownership disclosure under the Investment Company Act framework.

The submission attributes beneficial ownership to Vanguard Portfolio Management and affiliated business divisions and includes the standard Release No. 34-39538 disclosure about pooled/managed accounts. It identifies who has voting versus dispositive authority and certifies no single third party holds >5% of these reported securities.

Reporting date and signature (04/29/2026) are provided; any material change in ownership would require an amended filing per SEC rules.

Beneficial ownership 911,560 shares Amount beneficially owned as of 03/31/2026
Percent of class 5.53% Percent of class as reported on Schedule 13G
Sole voting power 13,904 shares Sole power to vote or to direct the vote
Sole dispositive power 911,560 shares Sole power to dispose or direct disposition
Reporting date 03/31/2026 Date tied to the ownership figures in the filing
Signature date 04/29/2026 Filing signed by Ashley Grim
Schedule 13G regulatory
"Vanguard Portfolio Management filed a Schedule 13G reporting beneficial ownership"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficial ownership financial
"Amount beneficially owned: 911560 (b) Percent of class: 5.53 %"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 911560"
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.
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
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126402106

(CUSIP Number)
03/31/2026

(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




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026

FAQ

What stake does Vanguard Portfolio Management report in CSW (CSW)?

Vanguard Portfolio Management reports beneficial ownership of 911,560 shares, representing 5.53% of CSW's class as of 03/31/2026. The filing distinguishes dispositive power over all 911,560 shares and sole voting power over 13,904 shares.

Does the Schedule 13G from Vanguard indicate active control of CSW (CSW)?

No. The Schedule 13G format signals passive institutional ownership rather than an activist position. Vanguard reports dispositive authority for managed accounts and specifies voting power separately, consistent with investment-management reporting practices.

When was Vanguard's ownership in CSW certified and signed?

The Schedule 13G filing was signed by Ashley Grim, Head of Global Fund Administration, on 04/29/2026. The reported ownership figures are tied to the 03/31/2026 record date shown in the filing.

How much voting power does Vanguard have for CSW shares?

Vanguard reports 13,904 shares as subject to sole voting power and 0 shares as shared voting power, while dispositive power covers 911,560 shares according to the filing dated 03/31/2026.

Does the filing identify other persons with >5% interest in CSW (CSW)?

The filing states no other person's interest in the reported securities exceeds 5%. It notes Vanguard manages shares on behalf of funds and accounts under the Investment Company Act framework, which are not individually listed.