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 |
| Founded | 1968 |
| Industry | Asset Management |
| Sector | Financials |
| CEO | James Richard Atwood CPA |
Contact Details
Address: 235 W. Galena Street Milwaukee, Wisconsin 53212 United States | |
| Phone | 626-385-5777 |
Stock Details
| Ticker Symbol | SOR |
| Exchange | NYSE |
| Reporting Currency | USD |
| CIK Code | 0000091847 |
| CUSIP Number | 836144105 |
| ISIN Number | US8361441053 |
| Employer ID | 94-1679410 |
Key Executives
| Name | Position |
|---|---|
| James Richard Atwood CPA | Managing Partner, Chief Administrative Officer, Chief Operating Officer, Chief Financial Officer and Director |
| Mark Landecker CFA | Portfolio Manager |
| Steven Todd Romick CFA | Portfolio Manager |
| Brian A. Selmo C.F.A., CFA | Portfolio Manager |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| May 9, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Apr 19, 2024 | DEF 14A | Other definitive proxy statements |
| Apr 2, 2024 | PRE 14A | Other preliminary proxy statements |
| Mar 13, 2024 | N-CEN | Filing |
| Mar 8, 2024 | N-CSR | Filing |
| Feb 29, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Feb 15, 2024 | 40-17G | Filing |
| Feb 1, 2024 | 144 | Filing |
| Feb 1, 2024 | 144 | Filing |
| Jan 2, 2024 | 8-K | Current Report |