SOURCE CAPITAL /DE/
A value-oriented closed-end fund focused on total return and capital preservation.
SOR | US
Overview
Corporate Details
- ISIN(s):
- US8361441053
- LEI:
- Country:
- United States of America
- Address:
- 235 W. GALENA STREET, 53212 MILWAUKEE
- Sector:
- Financial and insurance activities
- Industry:
- Activities of trusts, funds and similar financial entities
Description
Source Capital (Ticker: SOR) is a publicly-traded, closed-end investment fund managed by First Pacific Advisors, LP (FPA). The fund's primary objective is to achieve maximum total return for its shareholders through a combination of capital appreciation and investment income, while prioritizing the protection of invested capital. It employs a flexible, value-oriented investment strategy with an absolute return focus. The fund's managers conduct deep, independent, and fundamental research to identify compelling opportunities across various capital structures, geographies, sectors, and market capitalizations. This approach allows for dynamic allocation between equity and fixed-income securities, with the stated goal of avoiding permanent capital impairment. Established in 1968, the fund was reorganized into a Delaware Trust effective January 1, 2025.
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Filings
| Date | Filing | Language | Size | Actions | |
|---|---|---|---|---|---|
| 2025-11-25 15:53 |
Regulatory Filings
|
English | 62.8 KB | ||
| 2025-08-27 21:07 |
Regulatory Filings
|
English | 34.6 KB | ||
| 2025-08-21 23:19 |
Regulatory Filings
40-APP
|
English | 38.0 KB | ||
| 2025-05-29 17:22 |
Regulatory Filings
|
English | 61.1 KB | ||
| 2025-04-07 20:27 |
Proxy Solicitation & Information Statement
DEF 14A
|
English | 744.6 KB | ||
| 2025-03-26 18:48 |
Regulatory Filings
N-CSR/A
|
English | 2.9 MB | ||
| 2025-03-18 13:53 |
Regulatory Filings
POS EX
|
English | 255.9 KB | ||
| 2025-02-28 17:36 |
Regulatory Filings
|
English | 33.0 KB | ||
| 2024-12-30 22:50 |
Regulatory Filings
FORM N-8A/A
|
English | 449.6 KB | ||
| 2024-11-25 15:48 |
Regulatory Filings
|
English | 67.1 KB | ||
| 2024-11-19 17:46 |
Regulatory Filings
FORM 8-K
|
English | 121.7 KB | ||
| 2024-08-29 18:28 |
Regulatory Filings
|
English | 43.5 KB | ||
| 2024-06-28 02:04 |
Regulatory Filings
DEFA14A
|
English | 22.1 KB | ||
| 2024-06-25 22:32 |
Regulatory Filings
DEFA14A
|
English | 21.1 KB | ||
| 2024-06-12 20:39 |
Regulatory Filings
DEFA14A
|
English | 19.5 KB |
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Market Data
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Financials & KPIs
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Insider Transactions
| Date | Insider Name | Position | Type | Shares | Value |
|---|---|---|---|---|---|
| No insider transactions recorded for this company. | |||||
Peer Companies
