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GENERAL AMERICAN INVESTORS CO INC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000040417

$1.69B

disclosed book value

70

positions

6.5%

largest position share

Positions, as of 2026-06-30

top 73 of 70 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1ASML 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%
10Arch Capital Group Ltd.530,200$51.5M3%
11MSFTMicrosoft Corporation131,400$49.0M2.9%
12Everest 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%
37EXMOCExxon 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%
57Arcos 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%
70Ferroglobe 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, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. 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.