SORNYQFinancial Services

Source Capital

-5.1% · 90d

$45.80

-0.26 (-0.58%)

After-Hours $46.62(+0.82)

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Key Data

Market Cap$377.0M

Open$45.72

Prev Close$46.06

Day Range$45.40 – $45.99

52W Range$40.77 – $50.41

Volume17,739

P/E (TTM)6.33

EPS$7.24

Dividend Yield5.43%

Beta0.53

Profit Margin287.06%

Revenue Growth13.80%

About

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.

Financial Services · Asset Management

www.fpafunds.com/sourcecapitalfund.asp

Top Institutional Holders

As of 2025-09-30 · prior 2025-06-30

Caldwell Trust Co$21,961

500 sh● NEW

Colonial Trust Co / SC$111,071

2,562 sh+0.9%

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Key People

Richards Karen E

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