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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
Markets · Financial Services

Source Capital (SOR)

NYQ · Asset Management

$45.24+0.22 (+0.49%)Quote refreshed

Sources: Yahoo Finance (quote, statistics) · SEC EDGAR (filings, insider trades, 13F holders) · company filings & press wires

Market Cap
$372.4M
P/E (TTM)
6.22
EPS
$7.27
Div Yield
5.55%
52W Range
$43.16–$50.41
Beta
0.48

Company overview

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.

Peers in Financial Services

Source Capital has no peer companies in this window.

Recent press releases

Source Capital has not issued a press release in this window.

SEC filings

All filings →

Source Capital has not filed an SEC document in this window.

Source Capital has no reported insider trades in the last 90 days.

Institutional holders

All holders →
As of 2025-09-30 · prior 2025-06-30
500 sh● NEW
2,562 sh+0.9%

People at Source Capital

All people →

Quarterly financials

Full financials →

No quarterly financials have been ingested for Source Capital.

Source Capital (SOR) Stock Quote, Press Releases,... | Cayman Journal | Cayman Journal