Source Capital Inc
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 5 superinvestors own shares of Source Capital Inc (XSORX), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
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 |
|---|---|---|---|
Robert Shaker@Shaker Financial Services, Llc
| 2.22% | $7.078M 153,966 shares@ 45.98 avg price | Increased 409.74% |
MICHAEL P. SCHMIDT@Diversified Management Inc
| 1.2% | $5.575M 121,285 shares@ 45.97 avg price | Increased 2.82% |
BENJAMIN S. SMITH@Smith Asset Management Co., Llc
| 1.02% | $1.29M 28,062 shares@ 45.97 avg price | Decreased -0.58% |
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
| 0.04% | $1.194M 25,977 shares@ 45.98 avg price | Decreased -19.41% |
Cheung Chan@Chemistry Wealth Management Llc
| 0.11% | $652,360 14,191 shares@ 45.97 avg price | Decreased -9.58% |
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