General American Investors Co. Inc.
General American Investors Co. Inc. reported 69 US-listed holdings worth $1.65 billion in its 13F for the quarter ended 30 June 2026, filed 31 July 2026. Its largest: ASML Holding N.V. (6.6%), GE Vernova Inc. (5.1%) and Berkshire Hathaway Inc. Del (5.0%). Against the quarter before, it opened 3 positions, added to 16, trimmed 16 and sold out of 2.
Reported holdings$1.65B+9.1% on Q1 2026
Positions69+1 on Q1 2026
The largest ten45.1%of its reported holdings
Latest 13FQ2 2026filed 31 July 2026
Added toHeldTrimmed
The 14 largest of its 69 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 3Added 16Held 34Trimmed 16Sold out 2
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 3
- Mastercard Inc. MA$7.7 million
- Quest Diagnostics Inc. DGX$6.0 million
- First Carolina Finl Svcs Inc. FCBM$2.7 million
Added to 16
- NVIDIA Corp. NVDA+45,000 shares · +28%
- Boeing Co. BA+32,100 shares · +62%
- Uber Technologies, Inc. UBER+50,000 shares · +24%
- Ars Pharmaceuticals Inc. SPRY+405,892 shares · +56%
- Gilead Sciences, Inc. GILD+25,000 shares · +21%
- Regeneron Pharmaceuticals, Inc. REGN+5,000 shares · +16%
- I-80 Gold Corp. IAUX+1.9 million shares · +124%
- ServiceNow, Inc. NOW+25,000 shares · +42%
and 8 more in the table below
Trimmed 16
- GE Vernova Inc. GEV-20,000 shares · -22%
- Applied Materials Inc. AMAT-16,600 shares · -40%
- Marvell Technology, Inc. MRVL-40,000 shares · -26%
- Arista Networks, Inc. ANET-70,000 shares · -56%
- Blackberry Ltd BB-695,000 shares · -68%
- Onto Innovation Inc. ONTO-20,000 shares · -25%
- Amgen Inc. AMGN-10,000 shares · -33%
- Pfizer Inc. PFE-100,000 shares · -20%
and 8 more in the table below
Sold out of 2
- NCR Voyix Corp. VYX$4.2 million last quarter
- Expedia Group, Inc. EXPE$1.2 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| ASML Holding N.V. ASML | 55,000 | $109.4 million | 6.63% | no change |
| GE Vernova Inc. GEV | 71,000 | $83.4 million | 5.06% | -20,000 |
| Berkshire Hathaway Inc. Del | 110 | $82.4 million | 4.99% | no change |
| Apple Inc. AAPL | 265,705 | $76.9 million | 4.66% | no change |
| Alphabet Inc. GOOG | 209,923 | $74.2 million | 4.50% | no change |
| TJX Companies Inc. TJX | 484,752 | $73.4 million | 4.45% | no change |
| Republic Services, Inc. RSG | 335,625 | $71.5 million | 4.34% | no change |
| Amazon.com Inc. AMZN | 291,000 | $69.4 million | 4.20% | +5,000 |
| Broadcom Inc. AVGO | 138,000 | $52.1 million | 3.16% | no change |
| Arch Capital Group Ltd. ACGL | 530,200 | $51.5 million | 3.12% | no change |
| Microsoft Corp. MSFT | 131,400 | $49.0 million | 2.97% | +5,000 |
| Everest Group, Ltd. EG | 122,909 | $43.9 million | 2.66% | -6,287 |
| NVIDIA Corp. NVDA | 205,979 | $41.2 million | 2.50% | +45,000 |
| Cameco Corp. CCJ | 339,230 | $34.6 million | 2.09% | no change |
| Marvell Technology, Inc. MRVL | 112,000 | $33.4 million | 2.02% | -40,000 |
| Costco Wholesale Corp. COST | 33,000 | $30.9 million | 1.87% | no change |
| Nelnet, Inc. NNI | 230,998 | $30.8 million | 1.87% | -3,028 |
| RTX Corp. RTX | 160,000 | $30.4 million | 1.84% | +10,000 |
| Solventum Corp. SOLV | 377,350 | $29.1 million | 1.76% | no change |
| Agnico Eagle Mines Ltd AEM | 179,272 | $27.8 million | 1.69% | -10,000 |
| Merck & Co., Inc. MRK | 204,326 | $26.3 million | 1.59% | no change |
| JPMorgan Chase & Co. JPM | 80,000 | $26.2 million | 1.59% | no change |
| M&T Bank Corp. MTB | 101,100 | $24.1 million | 1.46% | no change |
| Onto Innovation Inc. ONTO | 60,000 | $22.7 million | 1.38% | -20,000 |
| Regeneron Pharmaceuticals, Inc. REGN | 36,362 | $22.7 million | 1.37% | +5,000 |
| Dominion Energy, Inc. D | 290,000 | $19.8 million | 1.20% | no change |
| Energy Transfer LP ET | 1,020,030 | $19.5 million | 1.18% | no change |
| L3Harris Technologies, Inc. LHX | 65,785 | $19.1 million | 1.16% | no change |
| Uber Technologies, Inc. UBER | 260,583 | $18.8 million | 1.14% | +50,000 |
| Gilead Sciences, Inc. GILD | 144,900 | $18.3 million | 1.11% | +25,000 |
| Boeing Co. BA | 84,154 | $18.2 million | 1.10% | +32,100 |
| Applied Materials Inc. AMAT | 25,052 | $18.1 million | 1.10% | -16,600 |
| Meta Platforms, Inc. META | 32,000 | $18.0 million | 1.09% | no change |
| PepsiCo Inc. PEP | 130,000 | $17.6 million | 1.07% | no change |
| AT&T Inc. T | 774,639 | $16.0 million | 0.97% | no change |
| ExxonMobil Holdings Corp. XOM | 115,100 | $15.7 million | 0.95% | no change |
| Tyler Technologies Inc. TYL | 51,681 | $15.1 million | 0.92% | +5,000 |
| Chevron Corp. CVX | 86,391 | $14.3 million | 0.87% | no change |
| American Electric Power Co. Inc. AEP | 100,000 | $13.7 million | 0.83% | no change |
| Revolution Medicines, Inc. RVMD | 62,545 | $11.7 million | 0.71% | no change |
| Nextnav Inc. NN | 649,814 | $11.6 million | 0.70% | +29,604 |
| Ideaya Biosciences Inc. IDYA | 308,240 | $11.5 million | 0.70% | +27,979 |
| Maravai Lifesciences Hldgs I MRVI | 1,716,193 | $10.7 million | 0.65% | no change |
| Veeva Systems Inc. VEEV | 58,006 | $10.3 million | 0.62% | no change |
| Pfizer Inc. PFE | 405,808 | $9.8 million | 0.59% | -100,000 |
| Arista Networks, Inc. ANET | 55,142 | $9.4 million | 0.57% | -70,000 |
| Ars Pharmaceuticals Inc. SPRY | 1,133,046 | $9.1 million | 0.55% | +405,892 |
| ServiceNow, Inc. NOW | 85,000 | $8.4 million | 0.51% | +25,000 |
| Mastercard Inc. MA | 15,000 | $7.7 million | 0.47% | new |
| Metlife Inc. MET | 90,327 | $7.6 million | 0.46% | no change |
| Indie Semiconductor Inc Cl A INDI | 1,644,107 | $7.4 million | 0.45% | -210,742 |
| Amgen Inc. AMGN | 20,000 | $7.2 million | 0.44% | -10,000 |
| Alamos Gold Inc. New AGI | 236,219 | $7.2 million | 0.43% | +25,000 |
| Arcos Dorados Holdings Inc. ARCO | 860,178 | $6.9 million | 0.42% | -90,000 |
| Invesco Exchange Traded FD T RSP | 30,611 | $6.5 million | 0.39% | no change |
| Quest Diagnostics Inc. DGX | 28,284 | $6.0 million | 0.36% | new |
| Universal Display Corp. \Pa\ OLED | 58,009 | $5.0 million | 0.30% | -7,000 |
| Uranium Energy Corp. UEC | 454,890 | $4.8 million | 0.29% | no change |
| I-80 Gold Corp. IAUX | 3,361,767 | $4.8 million | 0.29% | +1,861,767 |
| Blackberry Ltd BB | 331,996 | $4.2 million | 0.25% | -695,000 |
| Adams Express Company ADX | 131,124 | $3.4 million | 0.20% | no change |
| Royce & Associates LLC RVT | 150,877 | $2.8 million | 0.17% | no change |
| First Carolina Finl Svcs Inc. FCBM | 207,606 | $2.7 million | 0.17% | new |
| Columbia Banking System, Inc. COLB | 85,556 | $2.7 million | 0.17% | -50,000 |
| Vanguard Mid Cap Value ETF VOE | 13,700 | $2.7 million | 0.16% | no change |
| Ferroglobe PLC GSM | 827,591 | $2.6 million | 0.16% | -80,000 |
| ProShares Trust NOBL | 45,000 | $2.5 million | 0.15% | +22,500 |
| Valneva SE VALN | 354,361 | $1.9 million | 0.11% | no change |
| Cleveland-Cliffs Inc. CLF | 100,593 | $944,568 | 0.06% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
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Change is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| ServiceNow, Inc. NOW | Calls | 150,000 | $15.8 million |
| Mastercard Inc. MA | Puts | 20,000 | $10.0 million |
| Novo Nordisk A/S NVO | Calls | 180,800 | $9.0 million |
| Marvell Technology, Inc. MRVL | Puts | 30,000 | $5.7 million |
4 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.