Source Capital
SOR- Exchange
- NYSE
- SEC CIK
- 0000091847
No open-market purchases or sales by Source Capital insiders were filed in the last 90 days; 57 institutions reported holding it in 13F filings for Q2 2026, worth $75.2M in total; no superinvestor holds it.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +1 vs. previous quarter
- 57
- 13F valueReported value at the end of Q2 2026
- $75.2M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Superinvestors holding SOR, Q2 2026
No superinvestor reported holding SOR at the end of Q2 2026.
Latest insider trades
Open-market purchases and sales by Source Capital insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Feb 5, 2024 (view filing) | Feb 1 | 4 days | Brown SandraDirector | SSaleSource Capital, Inc. | −1.65K | $40.27 | −$66.4K | −100.0%0 after | |
| Feb 5, 2024 (view filing) | Feb 1 | 4 days | Brown SandraDirector | PPurchaseSource Capital, Inc. | +373 | $40.28 | +$15.0K | New position373 after | 2 lots |
| Jun 5, 2023 (view filing) | Jun 1 | 4 days | Selmo Brian A.VP & Portfolio Manager | PPurchase | +400 | $37.82 | +$15.1K | +8.4%5.19K after | |
| Jun 2, 2023 (view filing) | Jun 1 | 1 day | Lipson Mark L.Director | PPurchase | +1.31K | $37.90 | +$49.8K | +24.1%6.76K after | |
| Apr 5, 2023 (view filing) | Apr 3 | 2 days | Leggio Ryan A.Vice President - Strategy | PPurchase | +500 | $37.81 | +$18.9K | +12.5%4.50K after | |
| Oct 5, 2022 (view filing) | Oct 3 | 2 days | Lipson Mark L.Director | PPurchase | +1.40K | $35.64 | +$49.9K | +34.6%5.45K after | |
| Jul 1, 2022 (view filing) | Jul 1 | Same day | Lipson Mark L.Director | PPurchase | +1.32K | $37.83 | +$50.1K | +48.7%4.05K after | 3 lots |
| Jun 3, 2022 (view filing) | Jun 2 | 1 day | Leggio Ryan A.Vice President - Strategy | PPurchase | +1.00K | $39.55 | +$39.5K | +33.3%4.00K after | |
| Feb 2, 2022 (view filing) | Feb 1 | 1 day | Leggio Ryan A.Vice President - Strategy | PPurchase | +300 | $42.69 | +$12.8K | +11.1%3.00K after | |
| Jul 2, 2021 (view filing) | Jul 1 | 1 day | Osborne Alfred E JrDirector | PPurchase | +1.41K | $45.77 | +$64.5K | +141.0%2.41K after |
Top 10 13F holders, Q2 2026
The largest institutional positions in Source Capital at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DKM Wealth Management, Inc. | 313,096 | $14.4M | 9.41% | +11,647+3.9% | Added |
| D.A. Davidson & Co. | 166,920 | $7.67M | 0.04% | −2,369−1.4% | Reduced |
| Shaker Financial Services, LLC | 153,966 | $7.08M | 2.22% | +123,761+409.7% | Added |
| Diversified Management Inc | 121,285 | $5.58M | 1.19% | +3,316+2.8% | Added |
| Hara Capital LLC | 99,565 | $4.58M | 2.41% | +34,826+53.8% | Added |
| Morgan Stanley | 90,877 | $4.18M | 0.00% | +558+0.6% | Added |
| First Trust Advisors LP | 75,554 | $3.47M | 0.00% | +1,024+1.4% | Added |
| Mesirow Financial Investment Management, Inc. | 75,409 | $3.47M | 0.05% | +60+0.1% | Added |
| Wells Fargo & Company | 67,504 | $3.10M | 0.00% | −814−1.2% | Reduced |
| Raymond James Financial Inc | 58,017 | $2.67M | 0.00% | −941−1.6% | Reduced |