General American Investors Co. Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 31, 2024), General American Investors Co. Inc. reported 70 stock positions worth $1.4 billion. Its top holding was Microsoft (MSFT) at 6.0% of the portfolio, followed by Republic Services (RSG, 5.5%) and Berkshire Hathaway Class A (BRK.A, 5.3%). Compared with Q2 2024, it opened 5 new positions, sold out of 5, added to 11 and reduced 15. The biggest buy was GE Vernova (GEV, shares +100%) and the biggest sale ASML Holding NV-NY Reg SHS (ASML, shares −6%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0000040417
Portfolio Value
$1.4B (Q3 2024)
SEC Filing
0000040417-24-000041 ↗ filed Oct 31, 2024

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 $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. 5.98% 200,000 $86.1M Reduce -2.4%
RSG Republic Services Inc. 5.52% 395,625 $79.5M Reduce -9.2%
BRK.A Berkshire Hathaway Inc. Class A 5.28% 110 $76.0M No change
AAPL Apple Inc. 5.12% 316,000 $73.6M No change
GOOG Alphabet Inc. Class C 4.88% 419,923 $70.2M No change
ACGL Arch Capital Group Ltd. 4.67% 600,000 $67.1M Reduce -9.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 4.29% 525,092 $61.7M No change
AMZN Amazon.com Inc. 3.70% 286,000 $53.3M No change
EG Everest Group Ltd. 3.67% 134,686 $52.8M No change
ASML ASML Holding NV-NY Reg SHS 3.59% 62,000 $51.7M Reduce -6.2%
COST Costco Wholesale Corp. 2.53% 41,000 $36.3M Reduce -2.4%
AEM Agnico Eagle Mines Ltd. 2.32% 415,000 $33.4M Reduce -14.4%
AVGO Broadcom Inc. 2.28% 190,000 $32.8M Reduce -11.6%
GEV GE Vernova Inc. 1.95% 110,000 $28.0M Add +100.0%
NNI Nelnet Inc. Class A 1.92% 243,415 $27.6M No change
PEP Pepsico Inc. 1.89% 160,000 $27.2M No change
EXPE Expedia Group Inc. 1.78% 173,157 $25.6M No change
TYL Tyler Technologies Inc. 1.68% 41,381 $24.2M No change
CCJ Cameco Corp. 1.67% 504,230 $24.1M No change
MRK Merck & Co. Inc. 1.61% 204,326 $23.2M No change
RTX RTX Corp. 1.39% 165,000 $20.0M No change
T AT&T Inc. 1.39% 906,602 $19.9M No change
ITCI Intra-Cellular Therapies Inc. 1.33% 261,780 $19.2M No change
MET Metlife Inc. 1.26% 220,327 $18.2M No change
MTB M & T Bank Corp. filed as M & T BK CORP 1.25% 101,100 $18.0M No change
THC Tenet Healthcare Corp. 1.23% 106,601 $17.7M No change
ADBE Adobe Inc. 1.21% 33,500 $17.3M Add +17.5%
JPM JPMorgan Chase & Co. 1.17% 80,000 $16.9M No change
D Dominion Energy Inc. 1.16% 290,000 $16.8M No change
DHR Danaher Corp. 1.16% 60,010 $16.7M Add +20.0%
XOM Exxon Mobil Corp. 1.15% 141,100 $16.5M Add +51.6%
ET Energy Transfer LP 1.14% 1,020,030 $16.4M No change
PFE Pfizer Inc. 1.09% 540,808 $15.7M Add +27.0%
LHX L3HARRIS Technologies Inc. 1.00% 60,785 $14.5M No change
SOLV Solventum Corp. 1.00% 207,350 $14.5M New
OLED Universal Display Corp. 0.95% 65,009 $13.6M No change
AGI Alamos Gold Inc. Class A 0.93% 672,438 $13.4M Reduce -19.2%
VAL Valaris Ltd. 0.91% 234,556 $13.1M No change
META Meta Platforms Inc. Class A 0.88% 22,000 $12.6M No change
NN Nextnav Inc. 0.87% 1,666,948 $12.5M Reduce -0.0%
REGN Regeneron Pharmaceuticals 0.87% 11,876 $12.5M Reduce -18.5%
AMAT Applied Materials Inc. 0.87% 61,652 $12.5M No change
GILD Gilead Sciences Inc. 0.84% 144,900 $12.1M Add +20.9%
CVX Chevron Corp. 0.84% 81,991 $12.1M No change
HUM Humana Inc. 0.81% 37,000 $11.7M No change
AMGN Amgen Inc. 0.67% 30,000 $9.7M Add +20.0%
ASTL Algoma Steel Group Inc. 0.58% 816,056 $8.3M No change
UBER Uber Technologies Inc. 0.53% 100,583 $7.6M Add +0.6%
CSCO Cisco Systems Inc. 0.51% 138,260 $7.4M No change
CI The Cigna Group 0.48% 20,000 $6.9M No change
RSP Invesco S&P 500 Equal Weight 0.38% 30,611 $5.5M Add +8.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.38% 56,478 $5.4M No change
INDI Indie Semiconductor Inc. Class A 0.37% 1,347,393 $5.4M Add +46.5%
VEEV Veeva Systems Inc. Class A 0.36% 24,457 $5.1M New
GSM Ferroglobe PLC 0.31% 957,591 $4.4M No change
SIGA Siga Technologies Inc. 0.25% 539,738 $3.6M Reduce -27.7%
CLF Cleveland-Cliffs Inc. 0.22% 243,593 $3.1M No change
IAUX I-80 Gold Corp. 0.21% 2,665,199 $3.1M New
AMKR Amkor Technology Inc. 0.21% 100,000 $3.1M New
STVN Stevanato Group SPA 0.21% 150,072 $3.0M Reduce -54.3%
IDYA Ideaya Biosciences Inc. 0.20% 90,000 $2.9M New
ADX Adams Diversified Equity 0.20% 131,124 $2.8M Reduce -22.8%
ANGI Angi Inc. 0.18% 1,002,188 $2.6M Reduce -24.9%
RVT Royce Small-Cap Trust Inc. 0.16% 150,877 $2.4M No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.16% 13,700 $2.3M Add +24.6%
VALN Valneva SE - ADR 0.15% 354,361 $2.2M No change
NOBL Proshares S&P 500 Dividend A 0.13% 17,500 $1.9M No change
F Ford Motor Co. filed as FORD MTR CO 0.07% 100,000 $1.1M Reduce -82.1%
ICAD Icad Inc. 0.02% 200,434 $314K No change
QSI Quantum-Si Inc. 0.02% 294,350 $260K No change

Options reported separately and not counted above: AAPL puts ($10.8M).

Portfolio Sells Q2 2024 → Q3 2024
ASML ASML Holding NV-NY Reg SHS Reduce -6.2% 3.59% −1.22
AXS Axis Capital Holdings Ltd. Sold out 0.00% −0.67
TMUS T-Mobile US Inc. Sold out 0.00% −0.63
MSFT Microsoft Corp. Reduce -2.4% 5.98% −0.54
RSG Republic Services Inc. Reduce -9.2% 5.52% −0.50
F Ford Motor Co. Reduce -82.1% 0.07% −0.42
NEM Newmont Corp. Sold out 0.00% −0.37
RIG Transocean Ltd. Sold out 0.00% −0.25
REGN Regeneron Pharmaceuticals Reduce -18.5% 0.87% −0.22
STVN Stevanato Group SPA Reduce -54.3% 0.21% −0.22
AB Alliancebernstein Holding LP Sold out 0.00% −0.19
AVGO Broadcom Inc. Reduce -11.6% 2.28% −0.18
SIGA Siga Technologies Inc. Reduce -27.7% 0.25% −0.15
NN Nextnav Inc. Reduce -0.0% 0.87% −0.10
ACGL Arch Capital Group Ltd. Reduce -9.1% 4.67% −0.08
ADX Adams Diversified Equity Reduce -22.8% 0.20% −0.06
COST Costco Wholesale Corp. Reduce -2.4% 2.53% −0.02
ANGI Angi Inc. Reduce -24.9% 0.18% −0.00
AGI Alamos Gold Inc. Class A Reduce -19.2% 0.93% +0.00
AEM Agnico Eagle Mines Ltd. Reduce -14.4% 2.32% +0.07

Portfolio Buys Q2 2024 → Q3 2024
GEV GE Vernova Inc. Add +100.0% 1.95% +1.28
SOLV Solventum Corp. New 1.00% +1.00
XOM Exxon Mobil Corp. Add +51.6% 1.15% +0.39
VEEV Veeva Systems Inc. Class A New 0.36% +0.36
DHR Danaher Corp. Add +20.0% 1.16% +0.27
GILD Gilead Sciences Inc. Add +20.9% 0.84% +0.26
PFE Pfizer Inc. Add +27.0% 1.09% +0.24
IAUX I-80 Gold Corp. New 0.21% +0.21
AMKR Amkor Technology Inc. New 0.21% +0.21
IDYA Ideaya Biosciences Inc. New 0.20% +0.20
AMGN Amgen Inc. Add +20.0% 0.67% +0.12
ADBE Adobe Inc. Add +17.5% 1.21% +0.08
RSP Invesco S&P 500 Equal Weight Add +8.9% 0.38% +0.05
VOE Vngrd Mrngstr MD-Cap Val ETF Add +24.6% 0.16% +0.04
UBER Uber Technologies Inc. Add +0.6% 0.53% +0.01
INDI Indie Semiconductor Inc. Class A Add +46.5% 0.37% −0.03

Options Activity Q2 2024 → Q3 2024
MSFT Microsoft Corp. put Sold out 50,000 $21.5Mbefore 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