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Capital Southwest Corporation 7.75% Notes due 2028 (CSWCZ) 10-K Filings

CSWCZ NASDAQ

Here are the 10-K annual reports from Capital Southwest Corporation 7.75% Notes due 2028 (CSWCZ) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-K covers the audited annual report, with the full financial statements, so if you follow CSWCZ and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CSWCZ filings page.

Rhea-AI Summary

Capital Southwest Corporation is an internally managed business development company that focuses on providing first lien debt and selective equity to lower middle market companies across diverse U.S. industries. The company does not pay an external management fee and instead bears its own operating costs.

As a BDC, it generally must keep at least 70% of assets in qualifying private or thinly traded U.S. investments and, since April 2019, may borrow so long as asset coverage under the 1940 Act is at least 150%. Its board has further limited leverage so asset coverage will not fall below 166%. Capital Southwest has elected regulated investment company tax status, aiming to distribute at least 90% of investment company taxable income to avoid most federal income tax. As of September 30, 2025, voting stock held by non‑affiliates had an aggregate market value of $1,208,032,692, and 62,140,726 common shares were outstanding as of May 15, 2026.