Source CapitalXSORX
13F holders, Q1 2025 (March 31)2holders −53
0new positions
14sold out
$41.69avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Source Capital Inc. (XSORX) in their 13F filings, down 53 from Q4 2024. 0 opened new positions and 14 sold out. The largest holders were Capital Investment Counsel, Inc ($416K) and Colonial Trust Co / SC ($106K).
- Company
- Source Capital Inc.
- CUSIP
- 836144105
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 14 | $3.7M |
All 13F filers, Q4 2024 → Q1 2025: 24 shares bought and 85,608 shares sold, net −85,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Capital Investment Counsel, Inc | 0.06% | No change | 10,018 | $416K |
| Colonial Trust Co / SC | 0.02% | Add +1.0% | 2,488 | $106K |
"% of holder's portfolio" is XSORX's weight in each manager's 13F, not the share of Source Capital Inc. the manager owns.