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: 2101 East El Segundo Boulevard, Suite 301 El Segundo, California 90245 United States | |
| Phone | 800 982 4372 |
| Website | fpafunds.com |
Stock Details
| Ticker Symbol | SOR |
| Exchange | NYSE |
| Stock Type | Common Stock |
| Reporting Currency | USD |
| CIK Code | 0000091847 |
| CUSIP Number | 836144105 |
| ISIN Number | US8361443034 |
| 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 |
| Maureen Ann Quill B.B.A. | President and Director |
| Steven Todd Romick CFA | Portfolio Manager |
| Brian Anthony Selmo C.F.A., CFA | Portfolio Manager |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Sep 8, 2025 | N-CSRS | Filing |
| Aug 27, 2025 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Aug 21, 2025 | 40-APP | Filing |
| Aug 20, 2025 | N-PX | Annual Report of proxy voting record of management investment companies |
| May 29, 2025 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Apr 7, 2025 | DEF 14A | Other definitive proxy statements |
| Mar 26, 2025 | N-CSR/A | Filing |
| Mar 18, 2025 | POS EX | Filing |
| Mar 12, 2025 | N-CEN | Filing |
| Mar 7, 2025 | N-CSR | Filing |