Source Capital

Source Capital is a closed-end investment company managed by First Pacific Advisors, LP. Its shares are listed on the New York Stock Exchange under the symbol “SOR.” The investment objective of the Fund is to seek maximum total return for shareholders from both capital appreciation and investment income to the extent consistent with protection of invested capital. The Fund may invest in longer duration assets like dividend paying equities and illiquid assets like private loans in pursuit of its investment objective and is thus intended only for those investors with a long-term investment horizon (greater than or equal to ~5 years).

Current securities

1. N-CSRS filingSep 8, 2026
2. NPORT-P filingAug 26, 2026
3. N-PX filingAug 25, 2026
4. N-2 filingJun 10, 2026
5. NPORT-P filingMay 22, 2026