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Compiled from SEC Form N-PX filings and CAPITAL SOUTHWEST CORP.’s Form 8-K, filed 2023-07-26 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore CAPITAL SOUTHWEST CORP. in the interactive database Compare manager voting policies
These tallies are CAPITAL SOUTHWEST CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2023-07-26 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Christine S. Battist | 14,354,338 | -- | -- | 520,515 | 11,892,545 | Majority: yes |
| Elect Director: David R. Brooks | 14,137,812 | -- | -- | 737,041 | 11,892,545 | Majority: yes |
| Elect Director: Bowen S. Diehl | 14,476,172 | -- | -- | 398,681 | 11,892,545 | Majority: yes |
| Elect Director: Jack D. Furst | 14,429,609 | -- | -- | 445,244 | 11,892,545 | Majority: yes |
| Elect Director: Ramona Rogers-Windsor | 14,320,311 | -- | -- | 554,542 | 11,892,545 | Majority: yes |
| Elect Director: William R. Thomas | 14,433,111 | -- | -- | 441,742 | 11,892,545 | Majority: yes |
| Proposal 7 | 24,281,180 | 2,060,129 | 426,089 | -- | -- | Majority: yes |
| Proposal 8 | 13,018,933 | 1,205,875 | 650,045 | -- | 11,892,545 | Majority: yes |
| Proposal 9 | 26,398,299 | 222,353 | 146,746 | -- | -- | Majority: yes |
Source: CAPITAL SOUTHWEST CORP., Form 8-K, filed with the SEC on 2023-07-26 — read the filing on EDGAR.
Each item below shows how the 102 asset managers that disclosed a CAPITAL SOUTHWEST CORP. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of CAPITAL SOUTHWEST CORP.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Meeting held 2023-07-26.
Combines 8 wordings of this item as funds reported it.
98% fund support · no official result
The 91 asset managers below cast 98% of the shares they voted on this item FOR (5,341,425 for, 98,823 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Invesco | 1,008,028 | 91,355 | 52,201 | 0 | For |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 680,892 | 0 | 0 | 0 | For |
| Zuckerman Investment Group, LLC | 631,955 | 0 | 0 | 0 | For |
| VAN ECK ASSOCIATES CORP | 503,352 | 0 | 0 | 0 | For |
| VanEck ETF Trust | 503,352 | 0 | 0 | 0 | For |
| FIRST MANHATTAN CO. LLC. | 392,308 | 0 | 0 | 0 | For |
| Legal & General Investment Management Ltd | 246,975 | 0 | 0 | 0 | For |
| Two Sigma | 139,058 | 0 | 0 | 0 | For |
| Moerus Capital Management LLC | 96,845 | 0 | 0 | 0 | For |
| Point72 | 96,824 | 0 | 0 | 0 | For |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 86,448 | 5,632 | 3,218 | 0 | For |
| MCKINLEY CAPITAL MANAGEMENT LLC | 92,114 | 0 | 0 | 0 | For |
| MARSHALL WACE, LLP | 91,614 | 0 | 0 | 0 | For |
| RBC Dominion Securities Inc. | 85,970 | 0 | 0 | 0 | For |
| GraniteShares ETF Trust | 81,912 | 0 | 0 | 0 | For |
| ENVESTNET ASSET MANAGEMENT INC | 74,401 | 0 | 0 | 0 | For |
| STIFEL NICOLAUS & CO INC \MO\ | 65,247 | 0 | 0 | 0 | For |
| JPMorgan | 45,990 | 0 | 0 | 0 | For |
| Citadel | 41,244 | 0 | 0 | 0 | For |
| EMERALD MUTUAL FUND ADVISERS TRUST | 40,470 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 40,470 | 0 | 0 | 0 | For |
| HARRIS ASSOCIATES L P | 28,928 | 0 | 0 | 0 | For |
| ETFis Series Trust I | 24,031 | 0 | 0 | 0 | For |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 16,400 | 0 | 0 | 0 | For |
| KINETICS MUTUAL FUNDS INC | 16,400 | 0 | 0 | 0 | For |
Showing the 25 largest of 91 asset managers. See all 91 in the interactive database.
Meeting held 2023-07-26.
Combines 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
CAPITAL SOUTHWEST CORP.’s own tally for this item (“Elect Director: Bowen S. Diehl”): 14,476,172 for, 398,681 withheld, per its Form 8-K filed 2023-07-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 36,722,665 outstanding shares: 39% for, 1% withheld (41% of the company cast a for/withheld vote).
The 11 asset managers below cast 100% of the shares they voted on this item FOR (1,312,494 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Invesco | 562,495 | 0 | 13,297 | 0 | For |
| VanEck ETF Trust | 503,352 | 0 | 0 | 0 | For |
| GraniteShares ETF Trust | 81,912 | 0 | 0 | 0 | For |
| Putnam | 45,901 | 0 | 1,085 | 0 | For |
| FINANCIAL INVESTORS TRUST | 40,470 | 0 | 0 | 0 | For |
| ETFis Series Trust I | 24,031 | 0 | 0 | 0 | For |
| KINETICS MUTUAL FUNDS INC | 16,400 | 0 | 0 | 0 | For |
| KINETICS PORTFOLIOS TRUST | 16,400 | 0 | 0 | 0 | For |
| Fidelity | 11,251 | 0 | 0 | 0 | For |
| Keel Point, LLC | 9,837 | 0 | 0 | 0 | For |
| John Hancock | 445 | 0 | 0 | 0 | For |
Meeting held 2023-07-26.
Combines 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
CAPITAL SOUTHWEST CORP.’s own tally for this item (“Elect Director: Christine S. Battist”): 14,354,338 for, 520,515 withheld, per its Form 8-K filed 2023-07-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 36,722,665 outstanding shares: 39% for, 1% withheld (41% of the company cast a for/withheld vote).
The 11 asset managers below cast 100% of the shares they voted on this item FOR (1,307,216 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Invesco | 557,616 | 0 | 18,176 | 0 | For |
| VanEck ETF Trust | 503,352 | 0 | 0 | 0 | For |
| GraniteShares ETF Trust | 81,912 | 0 | 0 | 0 | For |
| Putnam | 45,503 | 0 | 1,483 | 0 | For |
| FINANCIAL INVESTORS TRUST | 40,470 | 0 | 0 | 0 | For |
| ETFis Series Trust I | 24,031 | 0 | 0 | 0 | For |
| KINETICS MUTUAL FUNDS INC | 16,400 | 0 | 0 | 0 | For |
| KINETICS PORTFOLIOS TRUST | 16,400 | 0 | 0 | 0 | For |
| Fidelity | 11,251 | 0 | 0 | 0 | For |
| Keel Point, LLC | 9,837 | 0 | 0 | 0 | For |
| John Hancock | 445 | 0 | 0 | 0 | For |
Meeting held 2023-07-26.
Combines 3 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
CAPITAL SOUTHWEST CORP.’s own tally for this item (“Elect Director: David R. Brooks”): 14,137,812 for, 737,041 withheld, per its Form 8-K filed 2023-07-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 36,722,665 outstanding shares: 38% for, 2% withheld (41% of the company cast a for/withheld vote).
The 11 asset managers below cast 100% of the shares they voted on this item FOR (1,297,597 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Invesco | 548,722 | 0 | 27,070 | 0 | For |
| VanEck ETF Trust | 503,352 | 0 | 0 | 0 | For |
| GraniteShares ETF Trust | 81,912 | 0 | 0 | 0 | For |
| Putnam | 44,777 | 0 | 2,209 | 0 | For |
| FINANCIAL INVESTORS TRUST | 40,470 | 0 | 0 | 0 | For |
| ETFis Series Trust I | 24,031 | 0 | 0 | 0 | For |
| KINETICS MUTUAL FUNDS INC | 16,400 | 0 | 0 | 0 | For |
| KINETICS PORTFOLIOS TRUST | 16,400 | 0 | 0 | 0 | For |
| Fidelity | 11,251 | 0 | 0 | 0 | For |
| Keel Point, LLC | 9,837 | 0 | 0 | 0 | For |
| John Hancock | 445 | 0 | 0 | 0 | For |
Meeting held 2023-07-26.
Combines 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
CAPITAL SOUTHWEST CORP.’s own tally for this item (“Elect Director: Jack D. Furst”): 14,429,609 for, 445,244 withheld, per its Form 8-K filed 2023-07-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 36,722,665 outstanding shares: 39% for, 1% withheld (41% of the company cast a for/withheld vote).
The 11 asset managers below cast 100% of the shares they voted on this item FOR (1,310,535 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Invesco | 560,684 | 0 | 15,108 | 0 | For |
| VanEck ETF Trust | 503,352 | 0 | 0 | 0 | For |
| GraniteShares ETF Trust | 81,912 | 0 | 0 | 0 | For |
| Putnam | 45,753 | 0 | 1,233 | 0 | For |
| FINANCIAL INVESTORS TRUST | 40,470 | 0 | 0 | 0 | For |
| ETFis Series Trust I | 24,031 | 0 | 0 | 0 | For |
| KINETICS MUTUAL FUNDS INC | 16,400 | 0 | 0 | 0 | For |
| KINETICS PORTFOLIOS TRUST | 16,400 | 0 | 0 | 0 | For |
| Fidelity | 11,251 | 0 | 0 | 0 | For |
| Keel Point, LLC | 9,837 | 0 | 0 | 0 | For |
| John Hancock | 445 | 0 | 0 | 0 | For |
Meeting held 2023-07-26.
Combines 3 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
CAPITAL SOUTHWEST CORP.’s own tally for this item (“Elect Director: Ramona Rogers-Windsor”): 14,320,311 for, 554,542 withheld, per its Form 8-K filed 2023-07-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 36,722,665 outstanding shares: 39% for, 2% withheld (41% of the company cast a for/withheld vote).
The 11 asset managers below cast 100% of the shares they voted on this item FOR (1,305,710 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Invesco | 556,223 | 0 | 19,569 | 0 | For |
| VanEck ETF Trust | 503,352 | 0 | 0 | 0 | For |
| GraniteShares ETF Trust | 81,912 | 0 | 0 | 0 | For |
| Putnam | 45,389 | 0 | 1,597 | 0 | For |
| FINANCIAL INVESTORS TRUST | 40,470 | 0 | 0 | 0 | For |
| ETFis Series Trust I | 24,031 | 0 | 0 | 0 | For |
| KINETICS MUTUAL FUNDS INC | 16,400 | 0 | 0 | 0 | For |
| KINETICS PORTFOLIOS TRUST | 16,400 | 0 | 0 | 0 | For |
| Fidelity | 11,251 | 0 | 0 | 0 | For |
| Keel Point, LLC | 9,837 | 0 | 0 | 0 | For |
| John Hancock | 445 | 0 | 0 | 0 | For |
Meeting held 2023-07-26.
Combines 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
CAPITAL SOUTHWEST CORP.’s own tally for this item (“Elect Director: William R. Thomas”): 14,433,111 for, 441,742 withheld, per its Form 8-K filed 2023-07-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 36,722,665 outstanding shares: 39% for, 1% withheld (41% of the company cast a for/withheld vote).
The 11 asset managers below cast 100% of the shares they voted on this item FOR (1,310,578 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Invesco | 560,723 | 0 | 15,069 | 0 | For |
| VanEck ETF Trust | 503,352 | 0 | 0 | 0 | For |
| GraniteShares ETF Trust | 81,912 | 0 | 0 | 0 | For |
| Putnam | 45,756 | 0 | 1,230 | 0 | For |
| FINANCIAL INVESTORS TRUST | 40,470 | 0 | 0 | 0 | For |
| ETFis Series Trust I | 24,031 | 0 | 0 | 0 | For |
| KINETICS MUTUAL FUNDS INC | 16,400 | 0 | 0 | 0 | For |
| KINETICS PORTFOLIOS TRUST | 16,400 | 0 | 0 | 0 | For |
| Fidelity | 11,251 | 0 | 0 | 0 | For |
| Keel Point, LLC | 9,837 | 0 | 0 | 0 | For |
| John Hancock | 445 | 0 | 0 | 0 | For |
Meeting held 2023-07-26.
Combines 4 wordings of this item as funds reported it.
96% fund support · no official result
The 11 asset managers below cast 96% of the shares they voted on this item FOR (1,254,073 for, 58,709 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Invesco | 508,482 | 54,280 | 13,030 | 0 | For |
| VanEck ETF Trust | 503,352 | 0 | 0 | 0 | For |
| GraniteShares ETF Trust | 81,912 | 0 | 0 | 0 | For |
| Putnam | 41,493 | 4,429 | 1,063 | 0 | For |
| FINANCIAL INVESTORS TRUST | 40,470 | 0 | 0 | 0 | For |
| ETFis Series Trust I | 24,031 | 0 | 0 | 0 | For |
| KINETICS MUTUAL FUNDS INC | 16,400 | 0 | 0 | 0 | For |
| KINETICS PORTFOLIOS TRUST | 16,400 | 0 | 0 | 0 | For |
| Fidelity | 11,251 | 0 | 0 | 0 | For |
| Keel Point, LLC | 9,837 | 0 | 0 | 0 | For |
| John Hancock | 445 | 0 | 0 | 0 | For |
Meeting held 2023-07-26.
Combines 4 wordings of this item as funds reported it.
99.4% fund support · no official result
The 11 asset managers below cast 99.4% of the shares they voted on this item FOR (1,315,049 for, 6,888 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Invesco | 564,858 | 6,368 | 4,566 | 0 | For |
| VanEck ETF Trust | 503,352 | 0 | 0 | 0 | For |
| GraniteShares ETF Trust | 81,912 | 0 | 0 | 0 | For |
| Putnam | 46,094 | 520 | 373 | 0 | For |
| FINANCIAL INVESTORS TRUST | 40,470 | 0 | 0 | 0 | For |
| ETFis Series Trust I | 24,031 | 0 | 0 | 0 | For |
| KINETICS MUTUAL FUNDS INC | 16,400 | 0 | 0 | 0 | For |
| KINETICS PORTFOLIOS TRUST | 16,400 | 0 | 0 | 0 | For |
| Fidelity | 11,251 | 0 | 0 | 0 | For |
| Keel Point, LLC | 9,837 | 0 | 0 | 0 | For |
| John Hancock | 445 | 0 | 0 | 0 | For |
Meeting held 2023-10-11; no official results are on file for this meeting.
Combines 4 wordings of this item as funds reported it.
95% fund support · no official result
The 10 asset managers below cast 95% of the shares they voted on this item FOR (525,018 for, 29,605 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Invesco | 456,598 | 29,605 | 9,028 | 0 | For |
| KINETICS MUTUAL FUNDS INC | 16,400 | 0 | 0 | 0 | For |
| KINETICS PORTFOLIOS TRUST | 16,400 | 0 | 0 | 0 | For |
| Fidelity | 11,251 | 0 | 0 | 0 | For |
| Keel Point, LLC | 10,133 | 0 | 0 | 0 | For |
| ETFis Series Trust I | 7,501 | 0 | 0 | 0 | For |
| ProShares | 5,415 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 800 | 0 | 0 | 0 | For |
| John Hancock | 445 | 0 | 0 | 0 | For |
| Greenwich Investment Management, Inc. | 75 | 0 | 0 | 0 | For |
Meeting held 2023-10-11; no official results are on file for this meeting.
Combines 3 wordings of this item as funds reported it.
93% fund support · no official result
The 9 asset managers below cast 93% of the shares they voted on this item FOR (513,909 for, 39,718 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Invesco | 445,564 | 39,718 | 9,949 | 0 | For |
| KINETICS MUTUAL FUNDS INC | 16,400 | 0 | 0 | 0 | For |
| KINETICS PORTFOLIOS TRUST | 16,400 | 0 | 0 | 0 | For |
| Fidelity | 11,251 | 0 | 0 | 0 | For |
| Keel Point, LLC | 10,133 | 0 | 0 | 0 | For |
| ETFis Series Trust I | 7,501 | 0 | 0 | 0 | For |
| ProShares | 5,415 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 800 | 0 | 0 | 0 | For |
| John Hancock | 445 | 0 | 0 | 0 | For |
Meeting held 2023-07-26.
100% fund support · no official result
The 4 asset managers below cast 100% of the shares they voted on this item FOR (42,799 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| ADVISORY RESEARCH INC | 40,444 | 0 | 0 | 0 | For |
| ANDERSON HOAGLAND & CO | 1,426 | 0 | 0 | 0 | For |
| Uniplan Investment Counsel, Inc. | 767 | 0 | 0 | 0 | For |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | 162 | 0 | 0 | 0 | For |
Meeting held 2023-10-11; no official results are on file for this meeting.
99.3% fund support · no official result
The 3 asset managers below cast 99.3% of the shares they voted on this item FOR (723,901 for, 4,552 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| VanEck ETF Trust | 590,921 | 0 | 0 | 0 | For |
| GraniteShares ETF Trust | 81,912 | 0 | 0 | 0 | For |
| Putnam | 51,068 | 4,552 | 1,140 | 0 | For |
Meeting held 2023-10-11; no official results are on file for this meeting.
99.5% fund support · no official result
The 3 asset managers below cast 99.5% of the shares they voted on this item FOR (725,166 for, 3,393 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| VanEck ETF Trust | 590,921 | 0 | 0 | 0 | For |
| GraniteShares ETF Trust | 81,912 | 0 | 0 | 0 | For |
| Putnam | 52,333 | 3,393 | 1,035 | 0 | For |
Ranked by the number of CAPITAL SOUTHWEST CORP. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 36,722,665 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Invesco | 3.14% |
| 2 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1.85% |
| 3 | Zuckerman Investment Group, LLC | 1.72% |
| 4 | VAN ECK ASSOCIATES CORP | 1.37% |
| 5 | VanEck ETF Trust | 1.37% |
| 6 | FIRST MANHATTAN CO. LLC. | 1.07% |
| 7 | Legal & General Investment Management Ltd | 0.67% |
| 8 | Two Sigma | 0.38% |
| 9 | Moerus Capital Management LLC | 0.26% |
| 10 | Point72 | 0.26% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Bowen S. Diehl | 1.66% | DEF14A |
| William R. Thomas | 1.63% | DEF14A |
| BlackRock | 1.16% | 13F |
| Two Sigma | 1.09% | 13F |
| Michael S. Sarner | 0.96% | DEF14A |
| Morgan Stanley | 0.64% | 13F |
| Goldman Sachs | 0.63% | 13F |
| Joshua S. Weinstein | 0.56% | DEF14A |
| Citadel Advisors | 0.56% | 13F |
| Franklin Templeton | 0.30% | 13F |
Percentages above are of 36,722,665 shares outstanding, as reported by CAPITAL SOUTHWEST CORP. on its Form 10-K dated 2023-05-19 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from CAPITAL SOUTHWEST CORP.’s 10-K dated 2023-05-19. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At CAPITAL SOUTHWEST CORP.'s 2 shareholder meetings in the 2023-2024 proxy season (held 2023-07-26 and 2023-10-11), 102 asset managers reported how they voted in their SEC Form N-PX filings, covering 275 separate fund positions. Their filings are grouped here into 14 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. CAPITAL SOUTHWEST CORP.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — To approve, on an advisory basis, the compensation of Capital Southwest Corporation's named… — the reporting funds cast 98% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.
CAPITAL SOUTHWEST CORP. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.