GENERAL AMERICAN INVESTORS CO INC — 13F Holdings & Portfolio
CIK 40417 · latest 13F-HR filed 2026-05-01
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.52B
Long-equity book
Holdings
69
Distinct positions
Period
2026-03-31
Filed 2026-05-01
Q/Q Activity
+2 / −2 / ↑22 / ↓28
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- GE Vernova Inc.$14.1M +21.5%
- Marvell Technology, Inc.$10.8M +254.3%
- Agnico Eagle Mines Limited$8.0M +26.4%
- ASML Holding N.V.$6.3M +9.5%
- Chevron Corporation$4.7M +35.8%
Top Trims
- Microsoft Corporation-$40.3M -46.3%
- Alphabet Inc. - Class C-$32.3M -34.9%
- Expedia Group, Inc.-$19.6M -94.4%
- NCR Voyix Corporation-$7.8M -64.8%
- Apple Inc.-$7.5M -10.0%
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | GE Vernova Inc. | GEV | 36828A101 | $79.4M | 5.22% | 91,000 | SH |
| 2 | Berkshire Hathaway Inc. - Clas | BRK.A | 084670108 | $79.0M | 5.19% | 110 | SH |
| 3 | TJX Companies, Inc./The | TJX | 872540109 | $77.4M | 5.09% | 484,752 | SH |
| 4 | Republic Services, Inc. | RSG | 760759100 | $73.5M | 4.83% | 335,625 | SH |
| 5 | ASML Holding N.V. | ASML | N07059210 | $72.6M | 4.78% | 55,000 | SH |
| 6 | Apple Inc. | AAPL | 037833100 | $67.4M | 4.43% | 265,705 | SH |
| 7 | Alphabet Inc. - Class C | GOOG | 02079K107 | $60.2M | 3.96% | 209,923 | SH |
| 8 | Amazon.com, Inc. | AMZN | 023135106 | $59.6M | 3.92% | 286,000 | SH |
| 9 | Arch Capital Group Ltd. | ACGL | G0450A105 | $50.9M | 3.35% | 530,200 | SH |
| 10 | Microsoft Corporation | MSFT | 594918104 | $46.8M | 3.08% | 126,400 | SH |
| 11 | Broadcom Inc. | AVGO | 11135F101 | $42.7M | 2.81% | 138,000 | SH |
| 12 | Everest Group, Ltd. | EG | G3223R108 | $42.2M | 2.78% | 129,196 | SH |
| 13 | Agnico Eagle Mines Limited | AEM | 008474108 | $38.4M | 2.53% | 189,272 | SH |
| 14 | Cameco Corporation | CCJ | 13321L108 | $36.8M | 2.42% | 339,230 | SH |
| 15 | Costco Wholesale Corporation | COST | 22160K105 | $32.9M | 2.16% | 33,000 | SH |
| 16 | Nelnet, Inc. - Class A | NNI | 64031N108 | $30.2M | 1.98% | 234,026 | SH |
| 17 | RTX Corporation | RTX | 75513E101 | $28.9M | 1.90% | 150,000 | SH |
| 18 | NVIDIA Corporation | NVDA | 67066G104 | $28.1M | 1.85% | 160,979 | SH |
| 19 | Solventum Corporation | SOLV | 83444M101 | $24.6M | 1.62% | 377,350 | SH |
| 20 | Merck & Co., Inc. | MRK | 58933Y105 | $24.6M | 1.62% | 204,326 | SH |
| 21 | Regeneron Pharmaceuticals, Inc | REGN | 75886F107 | $24.2M | 1.59% | 31,362 | SH |
| 22 | JPMorgan Chase & Co. | JPM | 46625H100 | $23.5M | 1.55% | 80,000 | SH |
| 23 | L3Harris Technologies, Inc. | LHX | 502431109 | $22.7M | 1.49% | 65,785 | SH |
| 24 | AT&T Inc. | T | 00206R102 | $22.5M | 1.48% | 774,639 | SH |
| 25 | M&T Bank Corporation | MTB | 55261F104 | $20.9M | 1.37% | 101,100 | SH |
| 26 | PepsiCo, Inc. | PEP | 713448108 | $20.2M | 1.33% | 130,000 | SH |
| 27 | Energy Transfer LP | ET | 29273V100 | $19.7M | 1.29% | 1,020,030 | SH |
| 28 | Exxon Mobil Corporation | XOM | 30231G102 | $19.5M | 1.28% | 115,100 | SH |
| 29 | Meta Platforms, Inc. - Class A | META | 30303M102 | $18.3M | 1.20% | 32,000 | SH |
| 30 | Dominion Energy, Inc. | D | 25746U109 | $17.9M | 1.18% | 290,000 | SH |
| 31 | Chevron Corporation | CVX | 166764100 | $17.9M | 1.18% | 86,391 | SH |
| 32 | Gilead Sciences, Inc. | GILD | 375558103 | $16.7M | 1.10% | 119,900 | SH |
| 33 | Onto Innovation Inc | ONTO | 683344105 | $16.4M | 1.08% | 80,000 | SH |
| 34 | Tyler Technologies, Inc. | TYL | 902252105 | $16.0M | 1.05% | 46,681 | SH |
| 35 | Arista Networks, Inc. | ANET | 040413205 | $15.4M | 1.01% | 125,142 | SH |
| 36 | Uber Technologies, Inc. | UBER | 90353T100 | $15.1M | 1.00% | 210,583 | SH |
| 37 | Marvell Technology, Inc. | MRVL | 573874104 | $15.1M | 0.99% | 152,000 | SH |
| 38 | Applied Materials, Inc. | AMAT | 038222105 | $14.2M | 0.94% | 41,652 | SH |
| 39 | Pfizer Inc. | PFE | 717081103 | $14.2M | 0.93% | 505,808 | SH |
| 40 | American Electric Power Compan | AEP | 025537101 | $13.1M | 0.86% | 100,000 | SH |
| 41 | Amgen Inc. | AMGN | 031162100 | $10.6M | 0.69% | 30,000 | SH |
| 42 | Boeing Company/The | BA | 097023105 | $10.4M | 0.68% | 52,054 | SH |
| 43 | Veeva Systems Inc. - Class A | VEEV | 922475108 | $10.2M | 0.67% | 58,006 | SH |
| 44 | NextNav Inc. | NN | 65345N106 | $9.9M | 0.65% | 620,210 | SH |
| 45 | Alamos Gold Inc. - Class A | AGI | 011532108 | $9.4M | 0.62% | 211,219 | SH |
| 46 | IDEAYA Biosciences, Inc. | IDYA | 45166A102 | $9.3M | 0.61% | 280,261 | SH |
| 47 | Uber Technologies, Inc. Jun 80 Call | UBER | 90353T100 | $8.0M | 0.53% | 100,000 | SH |
| 48 | Arcos Dorados Holdings Inc. Cl | ARCO | G0457F107 | $7.8M | 0.52% | 950,178 | SH |
| 49 | MetLife, Inc. | MET | 59156R108 | $6.4M | 0.42% | 90,327 | SH |
| 50 | ServiceNow Inc | NOW | 81762P102 | $6.3M | 0.41% | 60,000 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-01 | $1.52B | 69 | 0000040417-26-000043 |
| 2025-12-31 | 2026-02-13 | $1.77B | 81 | 0000040417-26-000031 |