Figures computed from official regulatory filings — .
Ownershipinsiders 13.08% · institutions 50.85% · short 0.1% of float
In USD · as of Oct 5, 2026
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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.
Market information source · Oct 5, 2026
Periods recorded in the consulted sources. These do not certify the legal dates of name changes.
SEC company identity · Oct 5, 2026
Open-market timeline · full history
112 buys2 sells— close pricebar = usd volume, √ scaleclick a period to filter the table
| Insider | Type | Value · USD | Signals | Details | |
|---|---|---|---|---|---|
| Brown Sandratrack record | Sell | $66.4K | SEC | ||
| Brown Sandratrack record |
| Buy |
| $15K |
| conv 56First in 12mo |
| SEC |
| Brown Sandratrack record | Buy | $40.3 | conv 42First in 12mo | SEC |
| Selmo Brian A.track record | Buy | $15.1K | conv 48ClusterFirst in 12mo | SEC |
| Lipson Mark L.track record | Buy | $49.8K | conv 53Cluster | SEC |
| LEGGIO RYAN A.track record | Buy | $18.9K | conv 34 | SEC |
| Lipson Mark L.track record | Buy | $49.9K | conv 43 | SEC |
| Lipson Mark L.track record | Buy | $7.6K | conv 29First in 12mo | SEC |
| Lipson Mark L.track record | Buy | $3.8K | conv 27First in 12mo | SEC |
| Lipson Mark L.track record | Buy | $38.8K | conv 44First in 12mo | SEC |
| LEGGIO RYAN A.track record | Buy | $39.6K | conv 45 | SEC |
| LEGGIO RYAN A.track record | Buy | $12.8K | conv 25 | SEC |
| Landecker Mark | Award | $186.9K | SEC |
| OSBORNE ALFRED E JRtrack record | Buy | $64.5K | conv 48Cluster | SEC |
| LEGGIO RYAN A.track record | Buy | $45.6K | conv 59Unusual size | SEC |
| LEGGIO RYAN A.track record | Buy | $26K | conv 63Unusual size | SEC |
| LEGGIO RYAN A.track record | Buy | $9K | conv 62ClusterFirst in 12mo | SEC |
| LEGGIO RYAN A.track record | Buy | $19.5K | conv 66Unusual size | SEC |
| LEGGIO RYAN A.track record | Buy | $7.9K | conv 82Cluster | SEC |
| Brown Sandratrack record | Buy | $27.4K | conv 56 | SEC |
| LEGGIO RYAN A.track record | Buy | $5.5K | conv 54Cluster | SEC |
| ATTEBERRY THOMAS Htrack record | Buy | $33.9K | conv 32Cluster | SEC |
| Lipson Mark L.track record | Buy | $52K | conv 81ClusterUnusual size+1 | SEC |
| ATTEBERRY THOMAS Htrack record | Buy | $63.8K | conv 45Cluster | SEC |
| Selmo Brian A.track record | Buy | $14.6K | conv 31Cluster | SEC |