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SouthernSun Small Cap's investment thesis on CSW Industrials, Inc. ($CSW) — Q4 2025 | Buyside Digest

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$CSWNYSECSW Industrials, Inc.

BULL

SouthernSun Small Cap—CSW

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$342.93USD

+11.2% vs last month

$295.03Pitched

+16.2% since pitch

Market Cap$5.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

SouthernSun's 4Q2025 Small Cap Investment Commentary discusses the closing of fiscal year 2025, which saw index-level gains heavily concentrated in large-cap AI stocks. Using Hans Christian...

— Michael W. Cook

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