XSORX

Source Capital Inc

Latest period2026 - Q1Total superinvestors56

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 56 superinvestors own shares of Source Capital Inc (XSORX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Source Capital Inc (XSORX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Source Capital Inc (XSORX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Source Capital Inc (XSORX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Superinvestor	Portfolio %	Reported Value	Recent Activity
Daniel Miladinovich@Dkm Wealth Management, Inc. Recent Activity Increased 2.24%	10.07%	$13.963M 301,449 shares@ 46.32 avg price	Increased 2.24%
Luke Vinnola@D.a. Davidson & Co. Recent Activity Decreased -0.42%	0.05%	$7.842M 169,289 shares@ 46.33 avg price	Decreased -0.42%
MICHAEL P. SCHMIDT@Diversified Management Inc Recent Activity Increased 1.01%	0.94%	$5.464M 117,969 shares@ 46.32 avg price	Increased 1.01%
Claire Gordon@Morgan Stanley Recent Activity Decreased -1.78%	0.01%	$4.184M 90,319 shares@ 46.33 avg price	Decreased -1.78%
Mary Jo Hayes@Mesirow Financial Investment Management, Inc. Recent Activity Increased 99.6%	0.06%	$3.49M 75,349 shares@ 46.32 avg price	Increased 99.6%
Kelly Dehler@First Trust Advisors Lp Recent Activity Increased 4.36%	0.01%	$3.452M 74,530 shares@ 46.32 avg price	Increased 4.36%
Patricia Arce@Wells Fargo & Company Mn Recent Activity Increased 12.33%	0.01%	$3.164M 68,318 shares@ 46.32 avg price	Increased 12.33%
Robert Dainard@Hara Capital Llc Recent Activity Decreased -28.43%	1.5%	$2.999M 64,739 shares@ 46.32 avg price	Decreased -28.43%
Rachel Jacobson@Raymond James Financial Inc Recent Activity Increased 15.97%	0.01%	$2.731M 58,958 shares@ 46.32 avg price	Increased 15.97%
Jonathan Larsen@Keating Financial Advisory Services, Inc. Recent Activity Increased 61.33%	0.31%	$1.912M 41,273 shares@ 46.32 avg price	Increased 61.33%

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