SOR NYSE
El Segundo, CA 90245
US
Source Capital, Inc., known by its ticker SOR, is a closed-end, balanced investment fund under the management of First Pacific Advisors, LLC. Its investment mandate primarily targets the public equity markets within the United States, aiming to allocate capital across a broad spectrum of industry sectors. A core tenet of its strategy involves identifying value-oriented equities, specifically within the small and mid-capitalization segments. The construction of its portfolio is driven by a meticulous, bottom-up fundamental analysis. This involves a rigorous screening process that prioritizes companies exhibiting robust liquidity, conservative balance sheets (characterized by low leverage), and a proven long-term capacity to generate superior returns on invested capital. Source Capital's performance is gauged against a trio of prominent market benchmarks: the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. The fund itself was established on June 1, 1968, and operates from its base in the United States.
Recent Insider Trades
| Name | Type | Shares | Price | Date |
|---|---|---|---|---|
| ATWOOD J RICHARD | 0 | — | 2025-12-31 | |
| Richards Karen E | 0 | — | 2025-12-31 | |
| Brown Sandra | P-Purchase | 372 | $40.28 | 2024-02-01 |
| Brown Sandra | P-Purchase | 1 | $40.29 | 2024-02-01 |
| Brown Sandra | S-Sale | 1,650 | $40.27 | 2024-02-01 |