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SOURCE CAPITAL /DE/

CIK: 0000091847 SOR Equity
Report date: 2026-03-02
AUM $402M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-02

Holdings

From latest SEC N-PORT filing · US-listed stocks only

21 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 BIO-B Bio-Rad Laboratories Inc Since 2026-05-10 090572207 Equity (Common)
0.26%
$1.03 3,405
2 C Citigroup Inc Since 2026-05-10 172967424 Equity (Common)
1.77%
$7.12 61,026
3 CHTR Charter Communications Inc Since 2026-05-10 16119P108 Equity (Common)
0.17%
$0.67 3,190
4 FBIN Fortune Brands Innovations Inc Since 2026-05-10 34964C106 Equity (Common)
0.77%
$3.11 62,199
5 GOOG Alphabet Inc Since 2026-05-10 02079K107 Equity (Common)
1.44%
$5.78 18,429
6 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
2.07%
$8.31 26,558
7 KMI Kinder Morgan Inc Since 2026-05-10 49456B101 Equity (Common)
0.48%
$1.93 70,369
8 KMX CarMax Inc Since 2026-05-10 143130102 Equity (Common)
0.25%
$0.99 25,555
9 ADI Analog Devices Inc Since 2026-05-10 032654105 Equity (Common)
2.37%
$9.51 35,081
10 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
0.69%
$2.76 11,949
11 AON Aon PLC Since 2026-05-10 G0403H108 Equity (Common)
1.20%
$4.80 13,605
12 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
0.13%
$0.54 1,552
13 AVTR Avantor Inc Since 2026-05-10 05352A100 Equity (Common)
0.09%
$0.38 33,018
14 UBER Uber Technologies Inc Since 2026-05-10 90353T100 Equity (Common)
0.17%
$0.67 8,195
15 UNIT Uniti Group Inc Since 2026-05-10 912932100 Equity (Common)
0.02%
$0.07 10,312
16 W WAYFAIR INC Since 2026-05-10 94419LAF8 Debt
0.03%
$0.12 122,000
17 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
1.71%
$6.86 10,387
18 MTN Vail Resorts Inc Since 2026-05-10 91879Q109 Equity (Common)
0.63%
$2.52 19,000
19 NOV NOV Inc Since 2026-05-10 62955J103 Equity (Common)
0.56%
$2.23 142,889
20 TEL TE Connectivity PLC Since 2026-05-10 H84989104 Equity (Common)
1.83%
$7.33 32,226
21 TMO Thermo Fisher Scientific Inc Since 2026-05-10 883556102 Equity (Common)
0.54%
$2.17 3,752