| $552M | ||
| $193M | ||
| $154M | ||
| $83M | ||
| $68M | ||
| $68M |
Buys | $0 | 0 | – |
Sells | $0 | 0 | – |
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.
Over the last 12 months, insiders at Source Capital, Inc. have bought $0 and sold $0 worth of Source Capital, Inc. stock.
On average, over the past 5 years, insiders at Source Capital, Inc. have bought $333,765 and sold $66,427 worth of stock each year.
There was no buying activity among insiders over the last 12 months.
The last purchase of 373 shares for transaction amount of $15,024 was made by Brown Sandra (director) on 2024‑02‑01.
| 2024-02-01 | Sale | Brown Sandra | director | 1,649.53 0.018% | $40.27 | $66,427 | +11.56% | |
| 2024-02-01 | Brown Sandra | director | 373 0.0041% | $40.28 | $15,024 | +11.56% | ||
| 2023-06-01 | Lipson Mark L. | director | 1,315 0.0135% | $37.90 | $49,839 | +10.05% | ||
| 2023-06-01 | Selmo Brian A. | VP & Portfolio Manager | 400 0.0041% | $37.82 | $15,128 | +10.05% | ||
| 2023-04-03 | LEGGIO RYAN A. | Vice President - Strategy | 500 0.0051% | $37.81 | $18,905 | +6.42% | ||
| 2022-10-03 | Lipson Mark L. | director | 1,400 0.0135% | $35.64 | $49,892 | +9.04% | ||
| 2022-07-01 | Lipson Mark L. | director | 1,325 0.0136% | $37.83 | $50,129 | +1.15% | ||
| 2022-06-02 | LEGGIO RYAN A. | Vice President - Strategy | 1,000 0.0107% | $39.55 | $39,550 | -2.76% | ||
| 2022-02-01 | LEGGIO RYAN A. | Vice President - Strategy | 300 0.0035% | $42.69 | $12,807 | -7.72% | ||
| 2021-07-01 | OSBORNE ALFRED E JR | director | 1,410 0.0175% | $45.77 | $64,535 | -0.46% | ||
| 2021-06-02 | LEGGIO RYAN A. | Vice President - Strategy | 1,000 0.0124% | $45.59 | $45,590 | +0.85% | ||
| 2021-06-01 | LEGGIO RYAN A. | Vice President - Strategy | 1,000 0.0124% | $45.58 | $45,583 | +0.72% | ||
| 2021-06-01 | Brown Sandra | director | 600 0.0074% | $45.70 | $27,420 | +0.72% | ||
| 2020-10-02 | ATTEBERRY THOMAS H | VP & Portfolio Manager | 919 0.0092% | $36.92 | $33,929 | +22.63% | ||
| 2020-10-01 | ATTEBERRY THOMAS H | VP & Portfolio Manager | 1,725 0.0173% | $37.01 | $63,842 | +22.35% | ||
| 2020-10-01 | Selmo Brian A. | VP & Portfolio Manager | 395 0.004% | $36.90 | $14,576 | +22.35% | ||
| 2020-10-01 | Lipson Mark L. | director | 1,401 0.0141% | $37.10 | $51,977 | +22.35% | ||
| 2020-09-30 | ATWOOD J RICHARD | President | 2,000 0.0202% | $37.25 | $74,500 | +23.15% | ||
| 2020-09-30 | Landecker Mark | VP & Portfolio Manager | 3,000 0.0304% | $37.37 | $112,110 | +23.15% | ||
| 2020-09-29 | ATWOOD J RICHARD | President | 105 0.001% | $36.45 | $3,827 | +23.94% |
| ROMICK STEVEN T | VP & Portfolio Manager | 29076 0.3535% | $1.24M | 10 | 0 | +20.35% |
| ATWOOD J RICHARD | President | 27880 0.3389% | $1.19M | 15 | 0 | +13.19% |
| REES DAVID | director | 10069 0.1224% | $430,872.82 | 1 | 0 | +8.63% |
| ATTEBERRY THOMAS H | VP & Portfolio Manager | 9044 0.1099% | $386,992.76 | 9 | 0 | +12.81% |
| ONEIL STEPHEN W | 7500 0.0912% | $320,925.00 | 10 | 0 | +4.42% | |
| Lipson Mark L. | director | 6761 0.0822% | $289,303.19 | 6 | 0 | +8.95% |
| Selmo Brian A. | VP & Portfolio Manager | 5187 0.0631% | $221,951.73 | 5 | 0 | +19.92% |
| LEGGIO RYAN A. | Vice President - Strategy | 4500 0.0547% | $192,555.00 | 8 | 0 | +7.9% |
| Landecker Mark | VP & Portfolio Manager | 3000 0.0365% | $128,370.00 | 1 | 0 | +23.15% |
| OSBORNE ALFRED E JR | director | 2410 0.0293% | $103,123.90 | 3 | 0 | +8.65% |
| ENDE ERIC S | President & CIO | 1850 0.0225% | $79,161.50 | 18 | 0 | +7.28% |
| RUDNICK ALLAN M | director | 1800 0.0219% | $77,022.00 | 3 | 0 | +13.22% |
| HERR GREGORY A | 1209 0.0147% | $51,728.90 | 3 | 0 | +11.35% | |
| ALTMAN WILLARD H JR | director | 1012 0.0123% | $43,303.48 | 2 | 0 | +12.5% |
| PISANO A ROBERT | director | 750 0.0091% | $32,092.50 | 2 | 1 | +9.84% |
| PATWARDHAN ABHIJEET V. | Vice President | 395 0.0048% | $16,902.05 | 2 | 0 | +3.41% |
| Brown Sandra | director | 373 0.0045% | $15,960.67 | 4 | 1 | +9.19% |
$16,747,806 | 287 | 16.44% | $158.45M | |
$3,897,379 | 273 | 14.13% | $275.54M | |
$110,776,365 | 170 | 0.96% | $205.24M | |
$11,078,248 | 144 | 25.95% | $439.44M | |
$15,231,173 | 142 | 32.86% | $174.76M | |
$9,351,327 | 116 | 12.80% | $391.01M | |
$8,121,707 | 113 | 7.90% | $517.93M | |
$3,329,679 | 103 | 9.67% | $299.03M | |
$3,763,592 | 94 | 10.01% | $424.85M | |
$2,625,041 | 91 | 4.00% | $200.87M | |
Source Capital, Inc. (SOR) | $3,229,650 | 85 | 11.56% | $352M |
$36,712,281 | 51 | 24.11% | $178.77M | |
$4,187,210 | 51 | 19.94% | $270.77M | |
$9,014,091 | 50 | 12.31% | $364.08M | |
$1,783,625 | 50 | 8.69% | $485.42M | |
$2,240,929 | 28 | 22.49% | $377.35M | |
$2,776,698 | 16 | 10.44% | $360.04M | |
$1,013,522 | 12 | 10.95% | $373.83M | |
$4,508,518 | 4 | 4.26% | $163.07M |
| Increased Positions | 20 | +28.99% | 92,137 | +6.7% |
| Decreased Positions | 28 | -40.58% | 396,975 | -28.85% |
| New Positions | 6 | New | 52,789 | New |
| Sold Out Positions | 14 | Sold Out | 345,080 | Sold Out |
| Total Postitions | 61 | -11.59% | 1M | -22.15% |
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| Morgan Stanley | $3,682.00 | 1.1% | 88,254 | +2,219 | +2.58% | 2024-12-31 |
| Mesirow Financial Investment Management, Inc. | $3,215.00 | 0.96% | 77,073 | +630 | +0.82% | 2024-12-31 |
| Wells Fargo & Company/Mn | $3,032.00 | 0.91% | 72,665 | -1,850 | -2.48% | 2024-12-31 |
| Hara Capital Llc | $2,985.00 | 0.89% | 71,542 | -81 | -0.11% | 2025-03-31 |
| First Trust Advisors Lp | $2,744.00 | 0.82% | 65,760 | +211 | +0.32% | 2024-12-31 |
| Chemistry Wealth Management Llc | $2,201.00 | 0.66% | 52,768 | -4,798 | -8.34% | 2025-03-31 |
| Raymond James Financial Inc | $2,140.00 | 0.64% | 51,305 | +51,305 | New | 2024-12-31 |
| Raymond James & Associates | $1,874.00 | 0.56% | 44,909 | -2,775 | -5.82% | 2024-09-30 |
| Hennion & Walsh Asset Management, Inc. | $1,348.00 | 0.4% | 32,305 | +6,224 | +23.86% | 2025-03-31 |