Wasatch Advisors (NASDAQ: CSW) reports 5.3% stake in CSW Industrials
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
CSW Industrials Inc ownership disclosure: institutional investor Wasatch Advisors reports 873,659 shares beneficially owned, representing 5.3% of the class as of 03/31/2026. The filing lists 585,713 shares with sole voting power and 873,659 with sole dispositive power.
Positive
- None.
Negative
- None.
Insights
Wasatch Advisors reported a 5.3% passive stake in CSW Industrials.
Wasatch Advisors lists 873,659 shares beneficially owned as of 03/31/2026, with 585,713 shares carrying sole voting power. The filing identifies voting and dispositive power counts explicitly.
Ownership at 5.3% is near the 5% reporting threshold; subsequent filings may disclose changes. Cash‑flow treatment and intent are not stated in the excerpt.
Key Figures
Form type: Schedule 13G
Shares beneficially owned: 873,659 shares
Percent of class: 5.3%
+3 more
6 metrics
Form type
Schedule 13G
ownership disclosure
Shares beneficially owned
873,659 shares
as of 03/31/2026
Percent of class
5.3%
beneficial ownership percentage
Sole voting power
585,713 shares
shares with sole power to vote
Sole dispositive power
873,659 shares
shares with sole power to dispose
CUSIP
126402106
CSW common stock identifier
Key Terms
beneficially owned, sole voting power, sole dispositive power, Schedule 13G
4 terms
beneficially owned regulatory
"Amount beneficially owned: 873,659"
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 regulatory
"Sole power to vote or to direct the vote: 585,713"
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 regulatory
"Sole power to dispose or to direct the disposition of: 873,659"
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.
Schedule 13G regulatory
"Form type: SCHEDULE 13G"
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.
FAQ
What stake does Wasatch Advisors report in CSW (CSW)?
Wasatch Advisors reports owning 873,659 shares, equal to 5.3% of CSW's common stock as of 03/31/2026. The filing states sole voting power for 585,713 shares and sole dispositive power for 873,659 shares.
Does the Schedule 13G filing show Wasatch Advisors controls CSW voting?
The filing shows Wasatch Advisors has sole voting power for 585,713 shares, but it does not assert control. Schedule 13G disclosures list voting and dispositive powers without claiming corporate control or management changes.
What date is the reported ownership effective for Wasatch Advisors in CSW?
The ownership is reported as of 03/31/2026 in the Schedule 13G. The signature block is dated 04/23/2026, indicating filing execution after the reporting date.
What CUSIP and security class are listed for CSW in this filing?
The filing lists security class COM (common stock) with CUSIP 126402106. Those identifiers are included in the Schedule 13G cover information.