Every 8-K that Source Capital (SOR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow SOR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SOR filings page.
Source Capital reported that its investment adviser, First Pacific Advisors (FPA), has been nominated for the 2026 US Morningstar Awards for Investing Excellence, Exemplary Stewardship Award. Morningstar states this award recognizes an asset manager’s unwavering focus on serving investors’ best interests.
The press release highlights FPA’s 70‑plus year history, its employee ownership, and its emphasis on capital preservation and investing alongside clients. FPA manages $33 billion across equity, multi-asset, and fixed income strategies as of February 28, 2025, including Source Capital (NYSE: SOR).
Source Capital reported results from its 2025 Discount Management Program and extended it through 2027. From January 1, 2025 through December 31, 2025, the fund’s shares traded at an average discount to net asset value of less than 10%, so the 2025 contingent tender offer will not occur. The fund even traded at a premium in the fourth quarter, peaking at a 1.20% premium on November 28, 2025. The Board kept the existing contingent tender for 2026 and added a new one for 2027. For 2027, the fund will conduct a tender offer for 10% of its outstanding common shares at 98% of NAV per share if the average discount to NAV exceeds 10% during the 2027 measurement period, with any required tender closing no later than June 30, 2028.
Source Capital reported information about how its 2025 dividends will be treated for U.S. federal income tax purposes. The update also covers a $2.50739554 deemed distribution for shareholders of record as of December 31, 2025. Additional details are provided in a press release dated January 28, 2026 that is included as an exhibit.