General American Investors Co. Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), General American Investors Co. Inc. reported 69 stock positions worth $1.6 billion. Its top holding was ASML Holding NV-NY Reg SHS (ASML) at 6.6% of the portfolio, followed by GE Vernova (GEV, 5.1%) and Berkshire Hathaway Class A (BRK.A, 5.0%). Compared with Q1 2026, it opened 3 new positions, sold out of 2, added to 15 and reduced 16. The biggest buy was Nvidia (NVDA, shares +28%) and the biggest sale Agnico Eagle Mines (AEM, shares −5%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0000040417
Portfolio Value
$1.6B (Q2 2026)
SEC Filing
0000040417-26-000045 ↗ filed Jul 31, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.4B Q2 2024 Q3 2024: $1.4B Q3 2024 Q4 2024: $1.4B Q4 2024 Q1 2025: $1.3B Q1 2025 Q2 2025: $1.5B Q2 2025 Q3 2025: $1.6B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $1.6B $1.6B Q2 2026

Holdings 69 stocks · $1.6B
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 6.63% 55,000 $109.4M No change
GEV GE Vernova Inc. 5.06% 71,000 $83.4M Reduce -22.0%
BRK.A Berkshire Hathaway Inc. Class A 4.99% 110 $82.4M No change
AAPL Apple Inc. 4.66% 265,705 $76.9M No change
GOOG Alphabet Inc. Class C 4.50% 209,923 $74.2M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 4.45% 484,752 $73.4M No change
RSG Republic Services Inc. 4.34% 335,625 $71.5M No change
AMZN Amazon.com Inc. 4.20% 291,000 $69.4M Add +1.8%
AVGO Broadcom Inc. 3.16% 138,000 $52.1M No change
ACGL Arch Capital Group Ltd. 3.12% 530,200 $51.5M No change
MSFT Microsoft Corp. 2.97% 131,400 $49.0M Add +4.0%
EG Everest Group Ltd. 2.66% 122,909 $43.9M Reduce -4.9%
NVDA Nvidia Corp. 2.50% 205,979 $41.2M Add +27.9%
CCJ Cameco Corp. 2.09% 339,230 $34.6M No change
MRVL Marvell Technology Inc. 2.02% 112,000 $33.4M Reduce -26.3%
COST Costco Wholesale Corp. 1.87% 33,000 $30.9M No change
NNI Nelnet Inc. Class A 1.87% 230,998 $30.8M Reduce -1.3%
RTX RTX Corp. 1.84% 160,000 $30.4M Add +6.7%
SOLV Solventum Corp. 1.76% 377,350 $29.1M No change
AEM Agnico Eagle Mines Ltd. 1.69% 179,272 $27.8M Reduce -5.3%
MRK Merck & Co. Inc. 1.59% 204,326 $26.3M No change
JPM JPMorgan Chase & Co. 1.59% 80,000 $26.2M No change
MTB M & T Bank Corp. filed as M & T BK CORP 1.46% 101,100 $24.1M No change
ONTO Onto Innovation Inc. 1.38% 60,000 $22.7M Reduce -25.0%
REGN Regeneron Pharmaceuticals 1.37% 36,362 $22.7M Add +15.9%
D Dominion Energy Inc. 1.20% 290,000 $19.8M No change
ET Energy Transfer LP 1.18% 1,020,030 $19.5M No change
LHX L3HARRIS Technologies Inc. 1.16% 65,785 $19.1M No change
UBER Uber Technologies Inc. 1.14% 260,583 $18.8M Add +23.7%
GILD Gilead Sciences Inc. 1.11% 144,900 $18.3M Add +20.9%
BA The Boeing Co. 1.10% 84,154 $18.2M Add +61.7%
AMAT Applied Materials Inc. 1.10% 25,052 $18.1M Reduce -39.9%
META Meta Platforms Inc. Class A 1.09% 32,000 $18.0M No change
PEP Pepsico Inc. 1.07% 130,000 $17.6M No change
T AT&T Inc. 0.97% 774,639 $16.0M No change
XOM Exxon Mobil Corp. 0.95% 115,100 $15.7M No change
TYL Tyler Technologies Inc. 0.92% 51,681 $15.1M Add +10.7%
CVX Chevron Corp. 0.87% 86,391 $14.3M No change
AEP American Electric Power 0.83% 100,000 $13.7M No change
RVMD Revolution Medicines Inc. 0.71% 62,545 $11.7M No change
NN Nextnav Inc. 0.70% 649,814 $11.6M Add +4.8%
IDYA Ideaya Biosciences Inc. 0.70% 308,240 $11.5M Add +10.0%
MRVI Maravai Lifesciences Hldgs-A 0.65% 1,716,193 $10.7M No change
VEEV Veeva Systems Inc. Class A 0.62% 58,006 $10.3M No change
PFE Pfizer Inc. 0.59% 405,808 $9.8M Reduce -19.8%
ANET Arista Networks Inc. 0.57% 55,142 $9.4M Reduce -55.9%
SPRY Ars Pharmaceuticals Inc. 0.55% 1,133,046 $9.1M Add +55.8%
NOW ServiceNow Inc. 0.51% 85,000 $8.4M Add +41.7%
MA Mastercard Inc. Class A 0.47% 15,000 $7.7M New
MET Metlife Inc. 0.46% 90,327 $7.6M No change
INDI Indie Semiconductor Inc. Class A 0.45% 1,644,107 $7.4M Reduce -11.4%
AMGN Amgen Inc. 0.44% 20,000 $7.2M Reduce -33.3%
AGI Alamos Gold Inc. Class A 0.43% 236,219 $7.2M Add +11.8%
ARCO Arcos Dorados Holdings Inc. Class A 0.42% 860,178 $6.9M Reduce -9.5%
RSP Invesco S&P 500 Equal Weight 0.39% 30,611 $6.5M No change
DGX Quest Diagnostics Inc. 0.36% 28,284 $6.0M New
OLED Universal Display Corp. 0.30% 58,009 $5.0M Reduce -10.8%
UEC Uranium Energy Corp. 0.29% 454,890 $4.8M No change
IAUX I-80 Gold Corp. 0.29% 3,361,767 $4.8M Add +124.1%
BB Blackberry Ltd. 0.25% 331,996 $4.2M Reduce -67.7%
ADX Adams Diversified Equity 0.20% 131,124 $3.4M No change
RVT Royce Small-Cap Trust Inc. 0.17% 150,877 $2.8M No change
FCBM First Carolina Financial Ser 0.17% 207,606 $2.7M New
COLB Columbia Banking System Inc. 0.17% 85,556 $2.7M Reduce -36.9%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.16% 13,700 $2.7M No change
GSM Ferroglobe PLC 0.16% 827,591 $2.6M Reduce -8.8%
NOBL Proshares S&P 500 Dividend A 0.15% 45,000 $2.5M No change
VALN Valneva SE - ADR 0.11% 354,361 $1.9M No change
CLF Cleveland-Cliffs Inc. 0.06% 100,593 $945K No change

Options reported separately and not counted above: NOW calls ($15.8M), MA puts ($10.0M), NVO calls ($9.0M), MRVL puts ($5.7M).

Portfolio Sells Q1 2026 → Q2 2026
AEM Agnico Eagle Mines Ltd. Reduce -5.3% 1.69% −0.85
ANET Arista Networks Inc. Reduce -55.9% 0.57% −0.45
PFE Pfizer Inc. Reduce -19.8% 0.59% −0.35
VYX NCR Voyix Corp. Sold out 0.00% −0.28
AMGN Amgen Inc. Reduce -33.3% 0.44% −0.26
GEV GE Vernova Inc. Reduce -22.0% 5.06% −0.19
EG Everest Group Ltd. Reduce -4.9% 2.66% −0.13
NNI Nelnet Inc. Class A Reduce -1.3% 1.87% −0.13
ARCO Arcos Dorados Holdings Inc. Class A Reduce -9.5% 0.42% −0.10
OLED Universal Display Corp. Reduce -10.8% 0.30% −0.09
GSM Ferroglobe PLC Reduce -8.8% 0.16% −0.09
COLB Columbia Banking System Inc. Reduce -36.9% 0.17% −0.08
EXPE Expedia Group Inc. Sold out 0.00% −0.08
BB Blackberry Ltd. Reduce -67.7% 0.25% +0.03
INDI Indie Semiconductor Inc. Class A Reduce -11.4% 0.45% +0.05
AMAT Applied Materials Inc. Reduce -39.9% 1.10% +0.16
ONTO Onto Innovation Inc. Reduce -25.0% 1.38% +0.29
MRVL Marvell Technology Inc. Reduce -26.3% 2.02% +1.03

Portfolio Buys Q1 2026 → Q2 2026
NVDA Nvidia Corp. Add +27.9% 2.50% +0.64
MA Mastercard Inc. Class A New 0.47% +0.47
BA The Boeing Co. Add +61.7% 1.10% +0.42
DGX Quest Diagnostics Inc. New 0.36% +0.36
AMZN Amazon.com Inc. Add +1.8% 4.20% +0.27
FCBM First Carolina Financial Ser New 0.17% +0.17
SPRY Ars Pharmaceuticals Inc. Add +55.8% 0.55% +0.16
IAUX I-80 Gold Corp. Add +124.1% 0.29% +0.14
UBER Uber Technologies Inc. Add +23.7% 1.14% +0.14
NOW ServiceNow Inc. Add +41.7% 0.51% +0.10
IDYA Ideaya Biosciences Inc. Add +10.0% 0.70% +0.08
NN Nextnav Inc. Add +4.8% 0.70% +0.05
GILD Gilead Sciences Inc. Add +20.9% 1.11% +0.01
RTX RTX Corp. Add +6.7% 1.84% −0.07
MSFT Microsoft Corp. Add +4.0% 2.97% −0.12
TYL Tyler Technologies Inc. Add +10.7% 0.92% −0.14
AGI Alamos Gold Inc. Class A Add +11.8% 0.43% −0.19
REGN Regeneron Pharmaceuticals Add +15.9% 1.37% −0.23

Options Activity Q1 2026 → Q2 2026
NOW ServiceNow Inc. call New 150,000 $15.8M
MA Mastercard Inc. Class A put New 20,000 $10.0M
NVO Novo-Nordisk A/S-Spons ADR call New 180,800 $9.0M
UBER Uber Technologies Inc. call Sold out 100,000 $8.0Mbefore exit
MRVL Marvell Technology Inc. put New 30,000 $5.7M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 69$1.6BASML, GEV, BRK.A, AAPL, GOOG
Q1 2026 68$1.5BGEV, BRK.A, TJX, RSG, ASML
Q4 2025 68$1.6BGOOG, MSFT, BRK.A, TJX, RSG
Q3 2025 67$1.6BMSFT, BRK.A, RSG, TJX, GOOG
Q2 2025 64$1.5BMSFT, RSG, BRK.A, TJX, AMZN
Q1 2025 63$1.3BRSG, BRK.A, MSFT, AAPL, TJX
Q4 2024 62$1.4BRSG, AAPL, GOOG, MSFT, BRK.A
Q3 2024 70$1.4BMSFT, RSG, BRK.A, AAPL, GOOG
Q2 2024 70$1.4BMSFT, RSG, GOOG, ASML, BRK.A
Q1 2024 70$1.3BMSFT, RSG, BRK.A, GOOG, ASML