Source CapitalXSORX
13F holders, Q2 2025 (June 30)1holders −1
0new positions
1sold out
$41.13avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding Source Capital Inc. (XSORX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holder was Colonial Trust Co / SC ($104K).
- Company
- Source Capital Inc.
- CUSIP
- 836144105
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $416K |
All 13F filers, Q1 2025 → Q2 2025: 50 shares bought and 10,018 shares sold, net −9,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Colonial Trust Co / SC | 0.02% | Add +2.0% | 2,538 | $104K |
"% of holder's portfolio" is XSORX's weight in each manager's 13F, not the share of Source Capital Inc. the manager owns.