General American Investors Co. Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), General American Investors Co. Inc. reported 70 stock positions worth $1.4 billion. Its top holding was Microsoft (MSFT) at 6.5% of the portfolio, followed by Republic Services (RSG, 6.0%) and Alphabet Class C (GOOG, 5.5%). Compared with Q1 2024, it opened 4 new positions, sold out of 4, added to 12 and reduced 15. The biggest buy was a new position in L3HARRIS Technologies (LHX) and the biggest sale an exit from Eaton (ETN).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0000040417
Portfolio Value
$1.4B (Q2 2024)
SEC Filing
0000040417-24-000039 ↗ filed Aug 5, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.4B $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 Q2 2026

Holdings 70 stocks · $1.4B
MSFT Microsoft Corp. 6.52% 205,000 $91.6M No change
RSG Republic Services Inc. 6.03% 435,625 $84.7M Reduce -3.0%
GOOG Alphabet Inc. Class C 5.48% 419,923 $77.0M Reduce -5.6%
ASML ASML Holding NV-NY Reg SHS 4.81% 66,100 $67.6M Reduce -5.0%
BRK.A Berkshire Hathaway Inc. Class A 4.79% 110 $67.3M No change
ACGL Arch Capital Group Ltd. 4.74% 660,249 $66.6M Reduce -2.2%
AAPL Apple Inc. 4.74% 316,000 $66.6M Reduce -10.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 4.12% 525,092 $57.8M No change
AMZN Amazon.com Inc. 3.93% 286,000 $55.3M No change
EG Everest Group Ltd. 3.65% 134,686 $51.3M Add +4.3%
COST Costco Wholesale Corp. 2.54% 42,000 $35.7M Reduce -10.6%
AVGO Broadcom Inc. 2.46% 21,500 $34.5M Reduce -8.5%
AEM Agnico Eagle Mines Ltd. 2.26% 485,000 $31.7M Reduce -10.0%
PEP Pepsico Inc. 1.88% 160,000 $26.4M No change
MRK Merck & Co. Inc. 1.80% 204,326 $25.3M No change
CCJ Cameco Corp. 1.77% 504,230 $24.8M No change
NNI Nelnet Inc. Class A 1.75% 243,415 $24.6M No change
EXPE Expedia Group Inc. 1.55% 173,157 $21.8M No change
TYL Tyler Technologies Inc. 1.48% 41,381 $20.8M Add +13.7%
ITCI Intra-Cellular Therapies Inc. 1.28% 261,780 $17.9M Add +0.5%
VAL Valaris Ltd. 1.24% 234,556 $17.5M Add +72.3%
T AT&T Inc. 1.23% 906,602 $17.3M No change
RTX RTX Corp. 1.18% 165,000 $16.6M No change
ET Energy Transfer LP 1.18% 1,020,030 $16.5M No change
JPM JPMorgan Chase & Co. 1.15% 80,000 $16.2M No change
ADBE Adobe Inc. 1.13% 28,500 $15.8M Reduce -5.0%
MET Metlife Inc. 1.10% 220,327 $15.5M No change
REGN Regeneron Pharmaceuticals 1.09% 14,576 $15.3M No change
MTB M & T Bank Corp. filed as M & T BK CORP 1.09% 101,100 $15.3M Reduce -19.1%
AMAT Applied Materials Inc. 1.04% 61,652 $14.5M No change
D Dominion Energy Inc. 1.01% 290,000 $14.2M Add +11.5%
THC Tenet Healthcare Corp. 1.01% 106,601 $14.2M Reduce -3.1%
HUM Humana Inc. 0.98% 37,000 $13.8M No change
OLED Universal Display Corp. 0.97% 65,009 $13.7M No change
LHX L3HARRIS Technologies Inc. 0.97% 60,785 $13.7M New
NN Nextnav Inc. 0.96% 1,667,579 $13.5M Add +0.0%
AGI Alamos Gold Inc. Class A 0.93% 832,438 $13.1M Reduce -10.7%
CVX Chevron Corp. 0.91% 81,991 $12.8M No change
DHR Danaher Corp. 0.89% 50,010 $12.5M No change
PFE Pfizer Inc. 0.85% 425,808 $11.9M Add +16.4%
META Meta Platforms Inc. Class A 0.79% 22,000 $11.1M No change
XOM Exxon Mobil Corp. 0.76% 93,100 $10.7M No change
AXS Axis Capital Holdings Ltd. 0.67% 133,624 $9.4M Reduce -13.0%
GEV GE Vernova Inc. 0.67% 55,000 $9.4M New
TMUS T-Mobile US Inc. 0.63% 50,000 $8.8M No change
GILD Gilead Sciences Inc. 0.59% 119,900 $8.2M No change
AMGN Amgen Inc. 0.56% 25,000 $7.8M No change
UBER Uber Technologies Inc. 0.52% 100,000 $7.3M New
F Ford Motor Co. filed as FORD MTR CO DEL 0.50% 557,913 $7.0M New
CI The Cigna Group 0.47% 20,000 $6.6M No change
CSCO Cisco Systems Inc. 0.47% 138,260 $6.6M No change
STVN Stevanato Group SPA 0.43% 328,179 $6.0M Add +9.4%
ASTL Algoma Steel Group Inc. 0.40% 816,056 $5.7M No change
INDI Indie Semiconductor Inc. Class A 0.40% 919,465 $5.7M Add +32.3%
SIGA Siga Technologies Inc. 0.40% 746,646 $5.7M Add +0.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.40% 56,478 $5.6M No change
NEM Newmont Corp. 0.37% 125,201 $5.2M Add +8.7%
GSM Ferroglobe PLC 0.37% 957,591 $5.1M Reduce -9.5%
RSP Invesco S&P 500 Equal Weight 0.33% 28,111 $4.6M No change
CLF Cleveland-Cliffs Inc. 0.27% 243,593 $3.7M No change
ADX Adams Diversified Equity 0.26% 169,819 $3.6M No change
RIG Transocean Ltd. 0.25% 650,000 $3.5M Add +8.3%
AB Alliancebernstein Holding LP 0.19% 79,344 $2.7M Reduce -35.0%
VALN Valneva SE - ADR 0.19% 354,361 $2.6M No change
ANGI Angi Inc. 0.18% 1,333,704 $2.6M No change
RVT Royce Small-Cap Trust Inc. 0.16% 150,877 $2.2M No change
NOBL Proshares S&P 500 Dividend A 0.12% 17,500 $1.7M No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.12% 11,000 $1.7M No change
QSI Quantum-Si Inc. 0.02% 294,350 $309K No change
ICAD Icad Inc. 0.02% 200,434 $261K No change

Options reported separately and not counted above: MSFT puts ($21.5M), AAPL puts ($10.3M).

Portfolio Sells Q1 2024 → Q2 2024
ETN Eaton Corp. PLC Sold out 0.00% −0.94
MDT Medtronic PLC Sold out 0.00% −0.69
GM General Motors Co. Sold out 0.00% −0.50
RSG Republic Services Inc. Reduce -3.0% 6.03% −0.35
MTB M & T Bank Corp. Reduce -19.1% 1.09% −0.26
ASML ASML Holding NV-NY Reg SHS Reduce -5.0% 4.81% −0.20
AEM Agnico Eagle Mines Ltd. Reduce -10.0% 2.26% −0.13
AB Alliancebernstein Holding LP Reduce -35.0% 0.19% −0.12
AGI Alamos Gold Inc. Class A Reduce -10.7% 0.93% −0.09
AXS Axis Capital Holdings Ltd. Reduce -13.0% 0.67% −0.07
AEHR Aehr Test Systems Sold out 0.00% −0.05
GSM Ferroglobe PLC Reduce -9.5% 0.37% −0.03
COST Costco Wholesale Corp. Reduce -10.6% 2.54% −0.01
ADBE Adobe Inc. Reduce -5.0% 1.13% +0.00
ACGL Arch Capital Group Ltd. Reduce -2.2% 4.74% +0.11
AVGO Broadcom Inc. Reduce -8.5% 2.46% +0.15
THC Tenet Healthcare Corp. Reduce -3.1% 1.01% +0.15
AAPL Apple Inc. Reduce -10.0% 4.74% +0.27
GOOG Alphabet Inc. Class C Reduce -5.6% 5.48% +0.46

Portfolio Buys Q1 2024 → Q2 2024
LHX L3HARRIS Technologies Inc. New 0.97% +0.97
GEV GE Vernova Inc. New 0.67% +0.67
UBER Uber Technologies Inc. New 0.52% +0.52
F Ford Motor Co. New 0.50% +0.50
VAL Valaris Ltd. Add +72.3% 1.24% +0.48
TYL Tyler Technologies Inc. Add +13.7% 1.48% +0.33
NN Nextnav Inc. Add +0.0% 0.96% +0.15
PFE Pfizer Inc. Add +16.4% 0.85% +0.10
NEM Newmont Corp. Add +8.7% 0.37% +0.07
D Dominion Energy Inc. Add +11.5% 1.01% +0.06
INDI Indie Semiconductor Inc. Class A Add +32.3% 0.40% +0.04
RIG Transocean Ltd. Add +8.3% 0.25% −0.03
ITCI Intra-Cellular Therapies Inc. Add +0.5% 1.28% −0.06
SIGA Siga Technologies Inc. Add +0.7% 0.40% −0.07
EG Everest Group Ltd. Add +4.3% 3.65% −0.16
STVN Stevanato Group SPA Add +9.4% 0.43% −0.29

Options Activity Q1 2024 → Q2 2024
MSFT Microsoft Corp. put New 50,000 $21.5M
RSG Republic Services Inc. put Sold out 98,200 $17.7Mbefore exit
COST Costco Wholesale Corp. put Sold out 15,000 $11.1Mbefore exit
GM General Motors Co. put Sold out 200,000 $7.8Mbefore exit
FAST Fastenal Co. put Sold out 82,200 $5.8Mbefore exit

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