FPA Source Capital Fund Q2 2025 Commentary [Seeking Alpha]
Source Capital, Inc. (SOR)
US:NYSE Investor Relations:
sourcecapitalinc.com/source
Company Research
Source: Seeking Alpha
We continued to trim positions in 2024 and early 2025 in response to elevated valuations, resulting in increased cash as we await opportunities. US companies continue to trade more expensively relative to their historical average and when compared to those based outside the US. This year is the second-largest inflow year into leveraged equities as of June 10th, and the year isn't over yet. Despite higher potential returns, we did not generally find compelling investments for the Fund during the tariff-induced market turmoil. Mykhailo Tamakhin/iStock via Getty Images Dear Shareholder: Performance Overview Source Capital's ("Source" or "Fund") net asset value (NAV) gained 6.70% for the quarter and 12.24% for the trailing twelve months, which is higher than the balanced MSCI ( MSCI This article was written by Recommended For You
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News
- Source Capital Declares December 2025, January 2026, and February 2026 Distribution on Common Stock [Yahoo! Finance]Yahoo! Finance
- Source Capital Declares December 2025, January 2026, and February 2026 Distribution on Common StockBusiness Wire
- Let's open the discussion! A new initiative has been launched to support caregivers in mental health in the workplace [Yahoo! Finance]Yahoo! Finance
- Kitchen Brains Acquires Micro Control Systems and Sensing Technologies to Expand Smart Control PlatformPR Web
SOR
Sec Filings
- 11/25/25 - Form NPORT-P
- 9/8/25 - Form N-CSRS
- SOR's page on the SEC website