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Source Capital Inc
235 W. Galena Street
Phone: (626) 385-5777p:626 385-5777 MILWAUKEE, WI  53212  United States Ticker: SORSOR

Business Summary
Source Capital, Inc. (the Fund) is a diversified, closed-end management investment company. The investment objective of the Fund is to seek maximum total return for common 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. The Fund's portfolio of investments includes semiconductor, bonds and debentures, Internet media and services, banking, cable and satellite, construction materials, beverages, electrical equipment, aerospace and defense, health care facilities, consumer discretionary, energy, transportation and logistics, engineering and construction, entertainment content, and apparel and textile products, among others. The Fund's investment adviser is First Pacific Advisors, LP.

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
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Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
6/30/202412/31/2022YesYes---

Industries
SIC Code Description
6726 Unit investment trusts, face-amount certificate offices

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Independent Chairman of the Board John P.Zader 63 1/1/2023 1/1/2023
Chief Compliance Officer MartinDziura 65 1/1/2023 1/1/2023
Vice President MaxBanhazl 37 1/1/2023 1/1/2023
7 additional Officers and Directors records available in full report.

Business Names
Business Name
SOR
SOR PR CL

General Information
Outstanding Shares: 8,199,745 (As of 6/30/2024)
Shareholders: 1,213
Stock Exchange: NYSE
Federal Tax Id: 941679410
Fax Number: (302) 655-5049


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Wednesday, January 29, 2025