SOR — Source Capital, Inc.
$46.39+1.18%
Last close: · regular session
Last 60 sessions
SOR closed at $46.39 (+1.18%) on Oct 29, 2026. Latest SEC filing: N-CSRS on Sep 8, 2026.
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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.
Company profile
- Sector: Financial Services
- Industry: Asset Management
- Country: US
- Exchange: NYSE
- Employees: 0
- Website: https://www.fpafunds.com/sourcecapitalfund.asp
Latest SEC filings for SOR
Latest SOR news
- Source Capital raises dividend by 10.4% to $0.23 Read article
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