Source Capital Inc.

40.20
-0.45 (-1.11%)
At close: Apr 16, 2025, 11:03 AM

Company Description

Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC.

The fund invests in the public equity markets of the United States.

It seeks to invest in the stocks of companies operating across diversified sectors.

The fund primarily invests in value stocks of small to mid cap companies.

It employs fundamental analysis with a bottom-up stock selection approach, focusing on such factors as high liquidity, relatively unleveraged balance sheets, and long-term ability to earn above-average returns on capital to create its portfolio.

The fund benchmarks the performance of its portfolio against the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index.

Source Capital, Inc. was formed in June 1, 1968 and is domiciled in the United States.

Source Capital Inc.
Source Capital Inc. logo
Country United States
IPO Date Mar 17, 1980
Industry Asset Management
Sector Financial Services
Employees 0
CEO James Richard Atwood CPA

Contact Details

Address:
11601 Wilshire Boulevard
Los Angeles, California
United States
Website https://www.fpafunds.com/sourcecapitalfund.asp

Stock Details

Ticker Symbol SOR
Exchange NYSE
Fiscal Year January - December
Reporting Currency USD
CIK Code 0000091847
CUSIP Number 836144105
ISIN Number US8361441053
Employer ID 94-1679410
SIC Code

Key Executives

Name Position
James Richard Atwood CPA Managing Partner, Chief Administrative Officer, Chief Operating Officer, Chief Financial Officer & Director
Brian Anthony Selmo C.F.A., CFA Portfolio Manager
Mark Landecker CFA Portfolio Manager
Maureen Ann Quill B.B.A. President & Director
Steven Todd Romick CFA Portfolio Manager

Latest SEC Filings

Date Type Title
Apr 07, 2025 DEF 14A Filing
Mar 26, 2025 N-CSR/A [Amend] Filing
Mar 18, 2025 POS EX Filing
Mar 12, 2025 N-CEN Filing
Mar 07, 2025 N-CSR Filing
Feb 28, 2025 NPORT-P Filing
Feb 05, 2025 425 Filing
Jan 24, 2025 425 Filing
Dec 30, 2024 N-8A/A [Amend] Filing
Nov 25, 2024 NPORT-P Filing