Who owns GAMWhat GAM owns
What General American Investors Company, Inc. owns
The company's own 13F portfolio · as of 2026-03-31 · long US-listed stakes only — private holdings, bonds and cash are not disclosable on a 13F
$1.52B
disclosed stock portfolio
68
positions
5.2%
in GEV
Positions, as of 2026-03-31
ordered by filed value · % of book = share of the disclosed stock portfolio · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GEVGE Vernova Inc. | 91,000 | $79.4M | 5.2% |
| 2 | BRK/ABerkshire Hathaway Inc. - Clas | 110 | $79.0M | 5.2% |
| 3 | TJXTJX Companies, Inc./The | 484,752 | $77.4M | 5.1% |
| 4 | RSGRepublic Services, Inc. | 335,625 | $73.5M | 4.8% |
| 5 | ASML Holding N.V. | 55,000 | $72.6M | 4.8% |
| 6 | AAPLApple Inc. | 265,705 | $67.4M | 4.4% |
| 7 | GOOGAlphabet Inc. - Class C | 209,923 | $60.2M | 4% |
| 8 | AMZNAmazon.com, Inc. | 286,000 | $59.6M | 3.9% |
| 9 | Arch Capital Group Ltd. | 530,200 | $50.9M | 3.3% |
| 10 | MSFTMicrosoft Corporation | 126,400 | $46.8M | 3.1% |
| 11 | AVGOBroadcom Inc. | 138,000 | $42.7M | 2.8% |
| 12 | Everest Group, Ltd. | 129,196 | $42.2M | 2.8% |
| 13 | AEMAgnico Eagle Mines Limited | 189,272 | $38.4M | 2.5% |
| 14 | CCJCameco Corporation | 339,230 | $36.8M | 2.4% |
| 15 | COSTCostco Wholesale Corporation | 33,000 | $32.9M | 2.2% |
| 16 | NNINelnet, Inc. - Class A | 234,026 | $30.2M | 2% |
| 17 | RTXRTX Corporation | 150,000 | $28.9M | 1.9% |
| 18 | NVDANVIDIA Corporation | 160,979 | $28.1M | 1.8% |
| 19 | SOLVSolventum Corporation | 377,350 | $24.6M | 1.6% |
| 20 | MRKMerck & Co., Inc. | 204,326 | $24.6M | 1.6% |
| 21 | REGNRegeneron Pharmaceuticals, Inc | 31,362 | $24.2M | 1.6% |
| 22 | JPMJPMorgan Chase & Co. | 80,000 | $23.5M | 1.5% |
| 23 | LHXL3Harris Technologies, Inc. | 65,785 | $22.7M | 1.5% |
| 24 | TAT&T Inc. | 774,639 | $22.5M | 1.5% |
| 25 | MTBM&T Bank Corporation | 101,100 | $20.9M | 1.4% |
| 26 | PEPPepsiCo, Inc. | 130,000 | $20.2M | 1.3% |
| 27 | ETEnergy Transfer LP | 1.0M | $19.7M | 1.3% |
| 28 | EXMOCExxon Mobil Corporation | 115,100 | $19.5M | 1.3% |
| 29 | METAMeta Platforms, Inc. - Class A | 32,000 | $18.3M | 1.2% |
| 30 | DDominion Energy, Inc. | 290,000 | $17.9M | 1.2% |
| 31 | CVXChevron Corporation | 86,391 | $17.9M | 1.2% |
| 32 | GILDGilead Sciences, Inc. | 119,900 | $16.7M | 1.1% |
| 33 | ONTOOnto Innovation Inc | 80,000 | $16.4M | 1.1% |
| 34 | TYLTyler Technologies, Inc. | 46,681 | $16.0M | 1.1% |
| 35 | ANETArista Networks, Inc. | 125,142 | $15.4M | 1% |
| 36 | UBERUber Technologies, Inc. | 210,583 | $15.1M | 1% |
| 37 | MRVLMarvell Technology, Inc. | 152,000 | $15.1M | 1% |
| 38 | AMATApplied Materials, Inc. | 41,652 | $14.2M | 0.9% |
| 39 | PFEPfizer Inc. | 505,808 | $14.2M | 0.9% |
| 40 | AEPAmerican Electric Power Compan | 100,000 | $13.1M | 0.9% |
| 41 | AMGNAmgen Inc. | 30,000 | $10.6M | 0.7% |
| 42 | BABoeing Company/The | 52,054 | $10.4M | 0.7% |
| 43 | VEEVVeeva Systems Inc. - Class A | 58,006 | $10.2M | 0.7% |
| 44 | NNNextNav Inc. | 620,210 | $9.9M | 0.7% |
| 45 | AGIAlamos Gold Inc. - Class A | 211,219 | $9.4M | 0.6% |
| 46 | IDYAIDEAYA Biosciences, Inc. | 280,261 | $9.3M | 0.6% |
| 47 | UBERUber Technologies, Inc. Jun 80CALL | 100,000 | $8.0M | 0.5% |
| 48 | Arcos Dorados Holdings Inc. Cl | 950,178 | $7.8M | 0.5% |
| 49 | METMetLife, Inc. | 90,327 | $6.4M | 0.4% |
| 50 | NOWServiceNow Inc | 60,000 | $6.3M | 0.4% |
| 51 | UECUranium Energy Corp. | 454,890 | $6.1M | 0.4% |
| 52 | RVMDRevolution Medicines Inc | 62,545 | $6.1M | 0.4% |
| 53 | INDIindie Semiconductor, Inc. - Cl | 1.9M | $6.0M | 0.4% |
| 54 | OLEDUniversal Display Corporation | 65,009 | $6.0M | 0.4% |
| 55 | RSPInvesco S&P Equal Weight | 30,611 | $5.9M | 0.4% |
| 56 | SPRYARS Pharmaceuticals Inc | 727,154 | $5.8M | 0.4% |
| 57 | MRVIMaravai LifeSciences Holdings, | 1.7M | $4.9M | 0.3% |
| 58 | VYXNCR Voyix Corporation | 669,912 | $4.2M | 0.3% |
| 59 | Ferroglobe PLC | 907,591 | $3.7M | 0.2% |
| 60 | COLBColumbia Banking System Inc. | 135,556 | $3.7M | 0.2% |
| 61 | BBBlackBerry Ltd | 1.0M | $3.3M | 0.2% |
| 62 | ADXAdams Diversified Equity Fund, | 131,124 | $2.9M | 0.2% |
| 63 | VOEVanguard Mid-Cap Value Index F | 13,700 | $2.5M | 0.2% |
| 64 | RVTRoyce Value Trust, Inc. | 150,877 | $2.5M | 0.2% |
| 65 | NOBLProshares S&P 500 Dividend Ari | 22,500 | $2.4M | 0.2% |
| 66 | IAUXi-80 Gold Corp. | 1.5M | $2.3M | 0.1% |
| 67 | VALNValneva SE - ADR | 354,361 | $2.2M | 0.1% |
| 68 | EXPEExpedia Group, Inc. | 5,000 | $1.2M | 0.1% |
| 69 | CLFCleveland-Cliffs Inc. | 100,593 | $850,011 | 0.1% |
Source: SEC Form 13F-HR filed by GENERAL AMERICAN INVESTORS CO INC (CIK 40417), reporting period 2026-03-31. Values are quarter-end filed marks. Research, not investment advice.