Csw Industrials Inc (CSW) 13F Filing Data & Analysis (Q2 2026)

CSW ranks #1755 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CSW is a top-conviction position for Langdon Equity Partners — at 12.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CSW belongs to BlackRock, Inc., but the position matters far more to Langdon Equity Partners, who has 12.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Congress Asset Management Co has added to its CSW position for two straight quarters, increasing it by $21.1M to reach $86.9M today.

Wasatch Advisors LP has trimmed its CSW position for two straight quarters, cutting it by $55.9M while still holding $171.7M.

CSW is down 1% today, but institutions show net buying of $1.1B this quarter — a divergence between today's price move and the underlying institutional flow.

CSW posted net income of $120.9M over the trailing twelve months, and currently trades at a P/E of 39.9.

• Profitable — net income of $120.9M over the trailing twelve months
• Revenue grew 27.7% year over year
• Net income declined year over year, from $139.0M to $120.9M
• Generated $149.7M in positive operating cash flow
• Current ratio of 2.60x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.19x equity — within a conventional range