Source CapitalXSORX

13F holders, Q3 2025 (September 30)
1holders
0new positions
0sold out
$43.35avg. 13F price*

At the end of Q3 2025, 1 institutions reported holding Source Capital Inc. (XSORX) in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holder was Colonial Trust Co / SC ($111K).

Company
Source Capital Inc.
CUSIP
836144105
Latest filing quarter
Q3 2025

History

Number of 13F holders

0204060 Q1 2024: 45Q1 2024Q2 2024: 50Q2 2024Q3 2024: 51Q3 2024Q4 2024: 55Q4 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 24 shares bought, net +24 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Colonial Trust Co / SC 0.01% Add +0.9% 2,562 $111K

"% of holder's portfolio" is XSORX's weight in each manager's 13F, not the share of Source Capital Inc. the manager owns.