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Who owns GAMWhat GAM owns

What General American Investors Company, Inc. owns

The company's own 13F portfolio · as of 2026-06-30 · long US-listed stakes only — private holdings, bonds and cash are not disclosable on a 13F

$1.69B

disclosed stock portfolio

70

positions

6.5%

in ASML

Positions, as of 2026-06-30

ordered by filed value · % of book = share of the disclosed stock portfolio · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1ASMLASML Holding N.V.55,000$109.4M6.5%
2GEVGE Vernova Inc.71,000$83.4M4.9%
3BRK/ABerkshire Hathaway Inc.110$82.4M4.9%
4AAPLApple Inc.265,705$76.9M4.5%
5GOOGAlphabet Inc. - Class C209,923$74.2M4.4%
6TJXTJX Companies, Inc./The484,752$73.4M4.3%
7RSGRepublic Services, Inc.335,625$71.5M4.2%
8AMZNAmazon.com, Inc.291,000$69.4M4.1%
9AVGOBroadcom Inc.138,000$52.1M3.1%
10ACGLArch Capital Group Ltd.530,200$51.5M3%
11MSFTMicrosoft Corporation131,400$49.0M2.9%
12EGEverest Group, Ltd.122,909$43.9M2.6%
13NVDANVIDIA Corporation205,979$41.2M2.4%
14CCJCameco Corporation339,230$34.6M2%
15MRVLMarvell Technology, Inc.112,000$33.4M2%
16COSTCostco Wholesale Corporation33,000$30.9M1.8%
17NNINelnet, Inc. - Class A230,998$30.8M1.8%
18RTXRTX Corporation160,000$30.4M1.8%
19SOLVSolventum Corporation377,350$29.1M1.7%
20AEMAgnico Eagle Mines Limited179,272$27.8M1.6%
21MRKMerck & Co., Inc.204,326$26.3M1.6%
22JPMJPMorgan Chase & Co.80,000$26.2M1.5%
23MTBM&T Bank Corporation101,100$24.1M1.4%
24ONTOOnto Innovation Inc.60,000$22.7M1.3%
25REGNRegeneron Pharmaceuticals, Inc36,362$22.7M1.3%
26DDominion Energy, Inc.290,000$19.8M1.2%
27ETEnergy Transfer LP1.0M$19.5M1.2%
28LHXL3Harris Technologies, Inc.65,785$19.1M1.1%
29UBERUber Technologies, Inc.260,583$18.8M1.1%
30GILDGilead Sciences, Inc.144,900$18.3M1.1%
31BABoeing Company/The84,154$18.2M1.1%
32AMATApplied Materials, Inc.25,052$18.1M1.1%
33METAMeta Platforms, Inc. - Class A32,000$18.0M1.1%
34PEPPepsiCo, Inc.130,000$17.6M1%
35TAT&T Inc.774,639$16.0M0.9%
36NOWServiceNow, Inc.CALL150,000$15.8M0.9%
37XOMExxon Mobil Corporation115,100$15.7M0.9%
38TYLTyler Technologies, Inc.51,681$15.1M0.9%
39CVXChevron Corporation86,391$14.3M0.8%
40AEPAmerican Electric Power Co100,000$13.7M0.8%
41RVMDRevolution Medicines, Inc.62,545$11.7M0.7%
42NNNextNav Inc.649,814$11.6M0.7%
43IDYAIDEAYA Biosciences, Inc.308,240$11.5M0.7%
44MRVIMaravai LifeSciences Holdings1.7M$10.7M0.6%
45VEEVVeeva Systems Inc. - Class A58,006$10.3M0.6%
46MAMastercard Inc.PUT20,000$10.0M0.6%
47PFEPfizer Inc.405,808$9.8M0.6%
48ANETArista Networks, Inc.55,142$9.4M0.6%
49SPRYARS Pharmaceuticals Inc1.1M$9.1M0.5%
50NVONovo Nordisk A/SCALL180,800$9.0M0.5%
51NOWServiceNow, Inc.85,000$8.4M0.5%
52MAMastercard Incorporated15,000$7.7M0.5%
53METMetLife, Inc.90,327$7.6M0.5%
54INDIindie Semiconductor, Inc.1.6M$7.4M0.4%
55AMGNAmgen Inc.20,000$7.2M0.4%
56AGIAlamos Gold Inc. - Class A236,219$7.2M0.4%
57ARCOArcos Dorados Holdings Inc860,178$6.9M0.4%
58RSPInvesco S&P Equal Weight30,611$6.5M0.4%
59DGXQuest Diagnostics28,284$6.0M0.4%
60MRVLMarvell Technology, Inc.PUT30,000$5.7M0.3%
61OLEDUniversal Display Corporation58,009$5.0M0.3%
62UECUranium Energy Corp.454,890$4.8M0.3%
63IAUXi-80 Gold Corp.3.4M$4.8M0.3%
64BBBlackBerry Ltd331,996$4.2M0.2%
65ADXAdams Diversified Equity Fund131,124$3.4M0.2%
66RVTRoyce Value Trust, Inc.150,877$2.8M0.2%
67FCBMFirst Carolina Financial207,606$2.7M0.2%
68COLBColumbia Banking System Inc.85,556$2.7M0.2%
69VOEVanguard Mid-Cap Value Index13,700$2.7M0.2%
70GSMFerroglobe PLC827,591$2.6M0.2%
71NOBLProshares S&P 500 Dividend45,000$2.5M0.1%
72VALNValneva SE - ADR354,361$1.9M0.1%
73CLFCleveland-Cliffs Inc.100,593$944,5680.1%

Source: SEC Form 13F-HR filed by GENERAL AMERICAN INVESTORS CO INC (CIK 40417), reporting period 2026-06-30. Values are quarter-end filed marks. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.