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.
| 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 |
|---|---|---|
| Nov 25, 2024 | NPORT-P | Filing |
| Nov 19, 2024 | 8-K | Current Report |
| Sep 06, 2024 | N-CSRS | Filing |
| Aug 29, 2024 | NPORT-P | Filing |
| Aug 23, 2024 | N-PX | Filing |
| Jun 28, 2024 | DEFA14A | Filing |
| Jun 25, 2024 | DEFA14A | Filing |
| Jun 12, 2024 | DEFA14A | Filing |
| Jun 05, 2024 | DEFA14A | Filing |
| May 30, 2024 | DEFA14A | Filing |