# GENERAL AMERICAN INVESTORS CO INC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 40417. Source: https://holderbook.com/funds/40417-general-american-investors-co-inc/

- Reported value: $1.7B
- Positions: 70
- Weight of the ten largest: 44.0%
- Filed: 2026-07-31

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $109.4M | 55,000 | 6.5% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $83.4M | 71,000 | 4.9% | 9 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $82.4M | 110 | 4.9% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $76.9M | 265,705 | 4.5% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $74.2M | 209,923 | 4.4% | 31 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $73.4M | 484,752 | 4.3% | 31 |
| REPUBLIC SVCS INC | [RSG](https://holderbook.com/stocks/RSG/) | $71.5M | 335,625 | 4.2% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $69.4M | 291,000 | 4.1% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $52.1M | 138,000 | 3.1% | 21 |
| ARCH CAP GROUP LTD | [ACGL](https://holderbook.com/stocks/ACGL/) | $51.5M | 530,200 | 3.0% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $49.0M | 131,400 | 2.9% | 31 |
| EVEREST GROUP LTD | [EG](https://holderbook.com/stocks/EG/) | $43.9M | 122,909 | 2.6% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $41.2M | 205,979 | 2.4% | 7 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $39.1M | 112,000 | 2.3% | 4 |
| CAMECO CORP | [CCJ](https://holderbook.com/stocks/CCJ/) | $34.6M | 339,230 | 2.0% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $30.9M | 33,000 | 1.8% | 31 |
| NELNET INC | [NNI](https://holderbook.com/stocks/NNI/) | $30.8M | 230,998 | 1.8% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $30.4M | 160,000 | 1.8% | 25 |
| SOLVENTUM CORP | [SOLV](https://holderbook.com/stocks/SOLV/) | $29.1M | 377,350 | 1.7% | 8 |
| AGNICO EAGLE MINES LTD | [AEM](https://holderbook.com/stocks/AEM/) | $27.8M | 179,272 | 1.6% | 25 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $26.3M | 204,326 | 1.6% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $26.2M | 80,000 | 1.5% | 31 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $24.2M | 85,000 | 1.4% | 2 |
| M & T BK CORP | [MTB](https://holderbook.com/stocks/MTB/) | $24.1M | 101,100 | 1.4% | 31 |
| ONTO INNOVATION INC | [ONTO](https://holderbook.com/stocks/ONTO/) | $22.7M | 60,000 | 1.3% | 3 |
| REGENERON PHARMACEUTICALS | [REGN](https://holderbook.com/stocks/REGN/) | $22.7M | 36,362 | 1.3% | 22 |
| DOMINION ENERGY INC | [D](https://holderbook.com/stocks/D/) | $19.8M | 290,000 | 1.2% | 10 |
| ENERGY TRANSFER L P | [ET](https://holderbook.com/stocks/ET/) | $19.5M | 1,020,030 | 1.2% | 22 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $19.1M | 65,785 | 1.1% | 9 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $18.8M | 260,583 | 1.1% | 9 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $18.3M | 144,900 | 1.1% | 31 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $18.2M | 84,154 | 1.1% | 2 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $18.1M | 25,052 | 1.1% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $18.0M | 32,000 | 1.1% | 31 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $17.7M | 15,000 | 1.0% | 1 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $17.6M | 130,000 | 1.0% | 31 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $16.0M | 774,639 | 0.9% | 14 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $15.7M | 115,100 | 0.9% | 10 |
| TYLER TECHNOLOGIES INC | [TYL](https://holderbook.com/stocks/TYL/) | $15.1M | 51,681 | 0.9% | 26 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $14.3M | 86,391 | 0.8% | 26 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $13.7M | 100,000 | 0.8% | 4 |
| REVOLUTION MEDICINES INC | [RVMD](https://holderbook.com/stocks/RVMD/) | $11.7M | 62,545 | 0.7% | 3 |
| NEXTNAV INC | [NN](https://holderbook.com/stocks/NN/) | $11.6M | 649,814 | 0.7% | 14 |
| IDEAYA BIOSCIENCES INC | [IDYA](https://holderbook.com/stocks/IDYA/) | $11.5M | 308,240 | 0.7% | 8 |
| MARAVAI LIFESCIENCES HLDGS I | [MRVI](https://holderbook.com/stocks/MRVI/) | $10.7M | 1,716,193 | 0.6% | 4 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $10.3M | 58,006 | 0.6% | 8 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $9.8M | 405,808 | 0.6% | 31 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $9.4M | 55,142 | 0.6% | 5 |
| ARS PHARMACEUTICALS INC | [SPRY](https://holderbook.com/stocks/SPRY/) | $9.1M | 1,133,046 | 0.5% | 3 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $9.0M | 0 | 0.5% | 1 |
| METLIFE INC | [MET](https://holderbook.com/stocks/MET/) | $7.6M | 90,327 | 0.5% | 31 |
| INDIE SEMICONDUCTOR INC | [INDI](https://holderbook.com/stocks/INDI/) | $7.4M | 1,644,107 | 0.4% | 12 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $7.2M | 20,000 | 0.4% | 10 |
| ALAMOS GOLD INC | [AGI](https://holderbook.com/stocks/AGI/) | $7.2M | 236,219 | 0.4% | 21 |
| ARCOS DORADOS HLDGS INC | [ARCO](https://holderbook.com/stocks/ARCO/) | $6.9M | 860,178 | 0.4% | 6 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $6.5M | 30,611 | 0.4% | 31 |
| QUEST DIAGNOSTICS INC | [DGX](https://holderbook.com/stocks/DGX/) | $6.0M | 28,284 | 0.4% | 1 |
| UNIVERSAL DISPLAY CORP | [OLED](https://holderbook.com/stocks/OLED/) | $5.0M | 58,009 | 0.3% | 31 |
| URANIUM ENERGY CORP | [UEC](https://holderbook.com/stocks/UEC/) | $4.8M | 454,890 | 0.3% | 6 |
| I-80 GOLD CORP | [IAUX](https://holderbook.com/stocks/IAUX/) | $4.8M | 3,361,767 | 0.3% | 8 |
| BLACKBERRY LTD | [BB](https://holderbook.com/stocks/BB/) | $4.2M | 331,996 | 0.2% | 3 |
| ADAMS DIVERSIFIED EQUITY FD | [ADX](https://holderbook.com/stocks/ADX/) | $3.4M | 131,124 | 0.2% | 31 |
| ROYCE SMALL CAP TRUST INC | [RVT](https://holderbook.com/stocks/RVT/) | $2.8M | 150,877 | 0.2% | 31 |
| FIRST CAROLINA FINL SVCS INC | [FCBM](https://holderbook.com/stocks/FCBM/) | $2.7M | 207,606 | 0.2% | 1 |
| COLUMBIA BKG SYS INC | [COLB](https://holderbook.com/stocks/COLB/) | $2.7M | 85,556 | 0.2% | 3 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $2.7M | 13,700 | 0.2% | 14 |
| FERROGLOBE PLC | [GSM](https://holderbook.com/stocks/GSM/) | $2.6M | 827,591 | 0.2% | 12 |
| PROSHARES TR | [NOBL](https://holderbook.com/stocks/NOBL/) | $2.5M | 45,000 | 0.1% | 13 |
| VALNEVA SE | [VALN](https://holderbook.com/stocks/VALN/) | $1.9M | 354,361 | 0.1% | 16 |
| CLEVELAND-CLIFFS INC NEW | [CLF](https://holderbook.com/stocks/CLF/) | $944.6K | 100,593 | 0.1% | 29 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.5% | +14.8% | -3.3% | 99% |
| Q1 2026 | +0.8% | -4.6% | +5.5% | 91% |
| Q4 2025 | +3.3% | +2.4% | +0.9% | 93% |
| Q3 2025 | +9.6% | +7.8% | +1.8% | 95% |
| Q2 2025 | +9.7% | +10.5% | -0.7% | 98% |
| Q1 2025 | +0.1% | -4.6% | +4.6% | 97% |
| Q4 2024 | +0.1% | +2.1% | -2.0% | 99% |
| Q3 2024 | +3.8% | +5.4% | -1.7% | 98% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.7B | 70 |
| Q1 2026 | $1.5B | 68 |
| Q4 2025 | $1.8B | 68 |
| Q3 2025 | $1.7B | 67 |
| Q2 2025 | $1.6B | 64 |
| Q1 2025 | $1.4B | 64 |
| Q4 2024 | $1.4B | 62 |
| Q3 2024 | $1.4B | 70 |
| Q2 2024 | $1.4B | 70 |
| Q1 2024 | $1.4B | 71 |
| Q4 2023 | $1.3B | 66 |
| Q3 2023 | $1.1B | 68 |