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SOR NYSE

Source Capital, Inc.
1W: -1.9% 1M: +0.3% 3M: -1.6% YTD: -2.2% 1Y: +4.7% 3Y: +43.5% 5Y: +48.2%
$45.24
+0.22 (+0.49%)
 
Weekly Expected Move ±2.2%
$43 $44 $45 $46 $47
NYSE · Financial Services · Asset Management · Alpha Radar Sell · Power 45 · $372.4M mcap · 2M float · 0.784% daily turnover · Short 30% of daily vol
Smart Money Score
Watch 25
Insider
Congress
ETF Holdings
Key Statistics
Market Cap$372.4M
52W Range43.16-50.41
Volume4,274
Avg Volume12,490
Beta0.48
Dividend$2.50
Analyst Ratings
1 Buy 0 Hold 0 Sell
Consensus Buy
Company Info
CEOJames Richard Atwood
SectorFinancial Services
IndustryAsset Management
IPO Date1980-03-17
2101 East El Segundo Boulevard
El Segundo, CA 90245
US
800-982-4372
About Source Capital, Inc.

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

NameTypeSharesPriceDate
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

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms