GENERAL AMERICAN INVESTORS CO INC
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| ASML HLDG NV | ASML | $109.4M | 55,000 | +1.70pp | 31q | HELD | |
| GE VERNOVA INC | GEV | $83.4M | 71,000 | -0.29pp | 9q | -22.0%-$23.5M | |
| BERKSHIRE HATHAWAY INC DEL | BRKA | $82.4M | 110 | -0.32pp | 31q | HELD | |
| APPLE INC | AAPL | $76.9M | 265,705 | +0.11pp | 31q | HELD | |
| ALPHABET INC | GOOG | $74.2M | 209,923 | +0.43pp | 31q | HELD | |
| TJX COS INC NEW | TJX | $73.4M | 484,752 | -0.75pp | 31q | HELD | |
| REPUBLIC SVCS INC | RSG | $71.5M | 335,625 | -0.60pp | 31q | HELD | |
| AMAZON COM INC | AMZN | $69.4M | 291,000 | +0.19pp | 31q | +1.7%+$1.2M | |
| BROADCOM INC | AVGO | $52.1M | 138,000 | +0.28pp | 21q | HELD | |
| ARCH CAP GROUP LTD | ACGL | $51.5M | 530,200 | -0.30pp | 31q | HELD | |
| MICROSOFT CORP | MSFT | $49.0M | 131,400 | -0.18pp | 31q | +4.0%+$1.9M | |
| EVEREST GROUP LTD | EG | $43.9M | 122,909 | -0.18pp | 31q | -4.9%-$2.2M | |
| NVIDIA CORPORATION | NVDA | $41.2M | 205,979 | +0.59pp | 7q | +28.0%+$9.0M | |
| MARVELL TECHNOLOGY INC OPT | MRVL | $39.1M | 112,000 | +1.32pp | 4q | -26.3%-$14.0M | |
| CAMECO CORP | CCJ | $34.6M | 339,230 | -0.38pp | 31q | HELD | |
| COSTCO WHOLESALE CORPORATION | COST | $30.9M | 33,000 | -0.34pp | 31q | HELD | |
| NELNET INC | NNI | $30.8M | 230,998 | -0.16pp | 31q | -1.3%-$403.7K | |
| RTX CORPORATION | RTX | $30.4M | 160,000 | -0.11pp | 25q | +6.7%+$1.9M | |
| SOLVENTUM CORP | SOLV | $29.1M | 377,350 | +0.10pp | 8q | HELD | |
| AGNICO EAGLE MINES LTD | AEM | $27.8M | 179,272 | -0.88pp | 25q | -5.3%-$1.6M | |
| MERCK & CO INC | MRK | $26.3M | 204,326 | -0.06pp | 31q | HELD | |
| JPMORGAN CHASE & CO | JPM | $26.2M | 80,000 | flat | 31q | HELD | |
| SERVICENOW INC OPT | NOW | $24.2M | 85,000 | +1.02pp | 2q | +41.7%+$7.1M | |
| M & T BK CORP | MTB | $24.1M | 101,100 | +0.05pp | 31q | HELD | |
| ONTO INNOVATION INC | ONTO | $22.7M | 60,000 | +0.26pp | 3q | -25.0%-$7.6M | |
| REGENERON PHARMACEUTICALS | REGN | $22.7M | 36,362 | -0.25pp | 22q | +15.9%+$3.1M | |
| DOMINION ENERGY INC | D | $19.8M | 290,000 | -0.01pp | 10q | HELD | |
| ENERGY TRANSFER L P | ET | $19.5M | 1,020,030 | -0.14pp | 22q | HELD | |
| L3HARRIS TECHNOLOGIES INC | LHX | $19.1M | 65,785 | -0.36pp | 9q | HELD | |
| UBER TECHNOLOGIES INC | UBER | $18.8M | 260,583 | -0.41pp | 9q | +23.7%+$3.6M | |
| GILEAD SCIENCES INC | GILD | $18.3M | 144,900 | -0.02pp | 31q | +20.9%+$3.2M | |
| BOEING CO | BA | $18.2M | 84,154 | +0.40pp | 2q | +61.7%+$6.9M | |
| APPLIED MATLS INC | AMAT | $18.1M | 25,052 | +0.14pp | 31q | -39.9%-$12.0M | |
| META PLATFORMS INC | META | $18.0M | 32,000 | -0.14pp | 31q | HELD | |
| MASTERCARD INCORPORATED OPT | MA | $17.7M | 15,000 | - | new | NEW | |
| PEPSICO INC | PEP | $17.6M | 130,000 | -0.29pp | 31q | HELD | |
| AT&T INC | T | $16.0M | 774,639 | -0.53pp | 14q | HELD | |
| EXXON MOBIL CORP | XOMXXXX | $15.7M | 115,100 | -0.35pp | 10q | HELD | |
| TYLER TECHNOLOGIES INC | TYL | $15.1M | 51,681 | -0.16pp | 26q | +10.7%+$1.5M | |
| CHEVRON CORPORATION | CVX | $14.3M | 86,391 | -0.33pp | 26q | HELD | |
| AMERICAN ELEC PWR CO INC | AEP | $13.7M | 100,000 | -0.05pp | 4q | HELD | |
| REVOLUTION MEDICINES INC | RVMD | $11.7M | 62,545 | +0.29pp | 3q | HELD | |
| NEXTNAV INC | NN | $11.6M | 649,814 | +0.03pp | 14q | +4.8%+$527.8K | |
| IDEAYA BIOSCIENCES INC | IDYA | $11.5M | 308,240 | +0.07pp | 8q | +10.0%+$1.0M | |
| MARAVAI LIFESCIENCES HLDGS I | MRVI | $10.7M | 1,716,193 | +0.31pp | 4q | HELD | |
| VEEVA SYS INC | VEEV | $10.3M | 58,006 | -0.06pp | 8q | HELD | |
| PFIZER INC | PFE | $9.8M | 405,808 | -0.36pp | 31q | -19.8%-$2.4M | |
| ARISTA NETWORKS INC | ANET | $9.4M | 55,142 | -0.46pp | 5q | -55.9%-$11.9M | |
| ARS PHARMACEUTICALS INC | SPRY | $9.1M | 1,133,046 | +0.15pp | 3q | +55.8%+$3.3M | |
| NOVO-NORDISK A S OPT | NVO | $9.0M | options only | - | new | OPTIONS | |
| METLIFE INC | MET | $7.6M | 90,327 | +0.03pp | 31q | HELD | |
| INDIE SEMICONDUCTOR INC | INDI | $7.4M | 1,644,107 | +0.04pp | 12q | -11.4%-$946.2K | |
| AMGEN INC | AMGN | $7.2M | 20,000 | -0.27pp | 10q | -33.3%-$3.6M | |
| ALAMOS GOLD INC | AGI | $7.2M | 236,219 | -0.19pp | 21q | +11.8%+$758.5K | |
| ARCOS DORADOS HLDGS INC | ARCO | $6.9M | 860,178 | -0.11pp | 6q | -9.5%-$725.4K | |
| INVESCO EXCHANGE TRADED FD T | RSP | $6.5M | 30,611 | flat | 31q | HELD | |
| QUEST DIAGNOSTICS INC | DGX | $6.0M | 28,284 | - | new | NEW | |
| UNIVERSAL DISPLAY CORP | OLED | $5.0M | 58,009 | -0.09pp | 31q | -10.8%-$606.1K | |
| URANIUM ENERGY CORP | UEC | $4.8M | 454,890 | -0.12pp | 6q | HELD | |
| I-80 GOLD CORP | IAUX | $4.8M | 3,361,767 | +0.14pp | 8q | +124.1%+$2.7M | |
| BLACKBERRY LTD | BB | $4.2M | 331,996 | +0.03pp | 3q | -67.7%-$8.8M | |
| ADAMS DIVERSIFIED EQUITY FD | ADX | $3.4M | 131,124 | +0.01pp | 31q | HELD | |
| ROYCE SMALL CAP TRUST INC | RVT | $2.8M | 150,877 | flat | 31q | HELD | |
| FIRST CAROLINA FINL SVCS INC | FCBM | $2.7M | 207,606 | - | new | NEW | |
| COLUMBIA BKG SYS INC | COLB | $2.7M | 85,556 | -0.08pp | 3q | -36.9%-$1.6M | |
| VANGUARD INDEX FDS | VOE | $2.7M | 13,700 | -0.01pp | 14q | HELD | |
| FERROGLOBE PLC | GSM | $2.6M | 827,591 | -0.09pp | 12q | -8.8%-$254.4K | |
| PROSHARES TR | NOBL | $2.5M | 45,000 | -0.01pp | 13q | +100.0%+$1.3M | |
| VALNEVA SE | VALN | $1.9M | 354,361 | -0.04pp | 16q | HELD | |
| CLEVELAND-CLIFFS INC NEW | CLF | $944.6K | 100,593 | flat | 29q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $246.3M | 14.6% |
| Software & IT Services | $195.0M | 11.5% |
| Insurance | $185.4M | 11.0% |
| Retail & Consumer | $180.6M | 10.7% |
| Biotech & Pharma | $138.1M | 8.2% |
| Industrials | $109.4M | 6.5% |
| Utilities | $91.3M | 5.4% |
| Computer Hardware | $86.3M | 5.1% |
| Banks & Lending | $83.8M | 5.0% |
| Mining & Metals | $82.8M | 4.9% |
| Autos & Aerospace | $79.3M | 4.7% |
| Business Services | $36.5M | 2.2% |
| Other sectors | $131.4M | 7.8% |
| Not classified | $43.9M | 2.6% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $1.7B | 70 | 4 | 16 | 16 | 2 | 44.0% | 31 |
| Q1 2026 | $1.5B | 68 | 2 | 7 | 27 | 2 | 43.9% | 31 |
| Q4 2025 | $1.8B | 68 | 5 | 6 | 15 | 4 | 49.3% | 44 |
| Q3 2025 | $1.7B | 67 | 4 | 6 | 17 | 1 | 48.2% | 31 |
| Q2 2025 | $1.6B | 64 | 2 | 7 | 13 | 2 | 46.4% | 32 |
| Q1 2025 | $1.4B | 64 | 5 | 6 | 11 | 3 | 47.5% | 32 |
| Q4 2024 | $1.4B | 62 | 1 | 11 | 10 | 9 | 46.2% | 45 |
| Q3 2024 | $1.4B | 70 | 5 | 12 | 13 | 5 | 47.1% | 31 |
| Q2 2024 | $1.4B | 70 | 4 | 11 | 15 | 5 | 50.0% | 36 |
| Q1 2024 | $1.4B | 71 | 9 | 9 | 16 | 4 | 48.8% | 33 |
| Q4 2023 | $1.3B | 66 | 3 | 11 | 13 | 5 | 49.9% | 44 |
| Q3 2023 | $1.1B | 68 | 5 | 10 | 8 | 2 | 49.3% | 31 |
| Q2 2023 | $1.1B | 65 | 5 | 10 | 9 | 2 | 49.6% | 34 |
| Q1 2023 | $1.1B | 62 | 6 | 6 | 15 | 2 | 48.4% | 32 |
| Q4 2022 | $1.0B | 58 | 2 | 6 | 17 | 5 | 47.6% | 44 |
| Q3 2022 | $961.4M | 61 | 3 | 13 | 10 | 3 | 46.3% | 31 |
| Q2 2022 | $995.4M | 61 | 5 | 9 | 10 | 7 | 46.0% | 36 |
| Q1 2022 | $1.2B | 63 | 4 | 11 | 10 | 4 | 44.7% | 32 |
| Q4 2021 | $1.3B | 63 | 1 | 16 | 7 | 8 | 45.1% | 42 |
| Q3 2021 | $1.2B | 70 | 7 | 19 | 7 | 10 | 42.7% | 32 |
| Q2 2021 | $1.2B | 73 | 11 | 11 | 14 | 5 | 41.1% | 36 |
| Q1 2021 | $1.1B | 67 | 5 | 15 | 13 | 4 | 42.2% | 33 |
| Q4 2020 | $1.0B | 66 | 10 | 8 | 8 | 11 | 43.1% | 43 |
| Q3 2020 | $866.6M | 67 | 3 | 14 | 8 | 2 | 44.9% | 30 |
| Q2 2020 | $788.5M | 66 | 9 | 6 | 24 | 7 | 45.7% | 34 |
| Q1 2020 | $738.7M | 64 | 8 | 7 | 20 | 15 | 47.6% | 31 |
| Q4 2019 | $1.1B | 71 | 14 | 9 | 13 | 11 | 41.4% | 51 |
| Q3 2019 | $1.0B | 68 | 4 | 7 | 13 | 5 | 41.2% | 25 |
| Q2 2019 | $1.1B | 69 | 6 | 10 | 12 | 3 | 37.9% | 33 |
| Q1 2019 | $1.0B | 66 | 2 | 3 | 19 | 4 | 38.4% | 31 |
| Q4 2018 | $951.9M | 68 | 0 | 0 | 0 | 0 | 38.0% | 46 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.