Business Context and Reporting Period
This Form 8-K is a current report filed by Source Capital (NYSE: SOR) on March 27, 2026. The registrant is a Delaware corporation with principal executive offices in Milwaukee, Wisconsin. The report is filed pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934.
Financial Metrics
The filing text does not provide a clear value for revenue, profit, cash flow, margins, debt, or liquidity. This report does not contain financial statements or quantitative performance data.
Material Changes
There are no material changes to financial performance or operations reported in this document. The filing solely addresses a corporate event regarding an award nomination.
Guidance, Outlook, and Other Events
- Item 8.01 Other Events: First Pacific Advisors, LP ("FPA"), the investment adviser to Source Capital, announced its nomination for the 2026 US Morningstar Awards.
- Management Commentary: The filing references a press release dated March 27, 2026 (attached as Exhibit 99.1) for a full description of the nomination.
- Risks and Contingencies: No specific risks or contingencies are disclosed in this filing.
Key Facts for Investor Verification
- Verify the details of the 2026 US Morningstar Awards nomination by reviewing the attached press release (Exhibit 99.1).
- Confirm the role of First Pacific Advisors, LP as the investment adviser to the Fund.
- Note that this filing contains no financial data; refer to the most recent 10-K or 10-Q for financial metrics.