General American Investors Co INC 13F holdings
General American Investors Co INC reported 69 positions with a total reported value of $1.6B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-31. Top holdings by reported value: ASML ASML Holding N.V. (6.6%), GEV GE Vernova Inc. (5.1%), BRK-B Berkshire Hathaway Inc. (5.0%), AAPL Apple Inc. (4.7%), GOOGL Alphabet Inc. - Class C (4.5%). Against 2026-03-31 it opened 6 new positions and exited 5. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 69 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ASML ASML Holding N.V. | 55,000 | $109.4M | 6.6% |
| GEV GE Vernova Inc. | 71,000 | $83.4M | 5.1% |
| BRK-B Berkshire Hathaway Inc. | 110 | $82.4M | 5.0% |
| AAPL Apple Inc. | 265,705 | $76.9M | 4.7% |
| GOOGL Alphabet Inc. - Class C | 209,923 | $74.2M | 4.5% |
| TJX Companies, Inc./The | 484,752 | $73.4M | 4.5% |
| Republic Services, Inc. | 335,625 | $71.5M | 4.3% |
| AMZN Amazon.com, Inc. | 291,000 | $69.4M | 4.2% |
| AVGO Broadcom Inc. | 138,000 | $52.1M | 3.2% |
| ACGL Arch Capital Group Ltd. | 530,200 | $51.5M | 3.1% |
| MSFT Microsoft Corporation | 131,400 | $49.0M | 3.0% |
| EG Everest Group, Ltd. | 122,909 | $43.9M | 2.7% |
| NVDA NVIDIA Corporation | 205,979 | $41.2M | 2.5% |
| CCJ Cameco Corporation | 339,230 | $34.6M | 2.1% |
| MRVL Marvell Technology, Inc. | 112,000 | $33.4M | 2.0% |
| COST Costco Wholesale Corporation | 33,000 | $30.9M | 1.9% |
| NNI Nelnet, Inc. - Class A | 230,998 | $30.8M | 1.9% |
| RTX RTX Corporation | 160,000 | $30.4M | 1.8% |
| SOLV Solventum Corporation | 377,350 | $29.1M | 1.8% |
| AEM Agnico Eagle Mines Limited | 179,272 | $27.8M | 1.7% |
| MRK Merck & Co., Inc. | 204,326 | $26.3M | 1.6% |
| JPM JPMorgan Chase & Co. | 80,000 | $26.2M | 1.6% |
| M&T Bank Corporation | 101,100 | $24.1M | 1.5% |
| ONTO Onto Innovation Inc. | 60,000 | $22.7M | 1.4% |
| REGN Regeneron Pharmaceuticals, Inc | 36,362 | $22.7M | 1.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 6 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 5 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| NVDA NVIDIA Corporation | 160,979 | 205,979 | +28.0% | $41.2M |
| BA Boeing Company/The | 52,054 | 84,154 | +61.7% | $18.2M |
| UBER Uber Technologies, Inc. | 210,583 | 260,583 | +23.7% | $18.8M |
| SPRY ARS Pharmaceuticals Inc | 727,154 | 1,133,046 | +55.8% | $9.1M |
| GILD Gilead Sciences, Inc. | 119,900 | 144,900 | +20.9% | $18.3M |
| REGN Regeneron Pharmaceuticals, Inc | 31,362 | 36,362 | +15.9% | $22.7M |
| IAUX i-80 Gold Corp. | 1,500,000 | 3,361,767 | +124.1% | $4.8M |
| NOW ServiceNow, Inc. | 60,000 | 85,000 | +41.7% | $8.4M |
| RTX RTX Corporation | 150,000 | 160,000 | +6.7% | $30.4M |
| MSFT Microsoft Corporation | 126,400 | 131,400 | +4.0% | $49.0M |
| TYL Tyler Technologies, Inc. | 46,681 | 51,681 | +10.7% | $15.1M |
| AMZN Amazon.com, Inc. | 286,000 | 291,000 | +1.7% | $69.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| GEV GE Vernova Inc. | 91,000 | 71,000 | -22.0% | $83.4M |
| Applied Materials, Inc. | 41,652 | 25,052 | -39.9% | $18.1M |
| MRVL Marvell Technology, Inc. | 152,000 | 112,000 | -26.3% | $33.4M |
| ANET Arista Networks, Inc. | 125,142 | 55,142 | -55.9% | $9.4M |
| BB BlackBerry Ltd | 1,026,996 | 331,996 | -67.7% | $4.2M |
| ONTO Onto Innovation Inc. | 80,000 | 60,000 | -25.0% | $22.7M |
| AMGN Amgen Inc. | 30,000 | 20,000 | -33.3% | $7.2M |
| PFE Pfizer Inc. | 505,808 | 405,808 | -19.8% | $9.8M |
| EG Everest Group, Ltd. | 129,196 | 122,909 | -4.9% | $43.9M |
| Columbia Banking System Inc. | 135,556 | 85,556 | -36.9% | $2.7M |
| AEM Agnico Eagle Mines Limited | 189,272 | 179,272 | -5.3% | $27.8M |
| INDI indie Semiconductor, Inc. | 1,854,849 | 1,644,107 | -11.4% | $7.4M |
CIK 40417 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
