General American Investors Co. Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), General American Investors Co. Inc. reported 62 stock positions worth $1.4 billion. Its top holding was Republic Services (RSG) at 5.7% of the portfolio, followed by Apple (AAPL, 5.6%) and Alphabet Class C (GOOG, 5.6%). Compared with Q3 2024, it opened 1 new position, sold out of 9, added to 11 and reduced 10. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale an exit from Valaris (VAL).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0000040417
Portfolio Value
$1.4B (Q4 2024)
SEC Filing
0000040417-25-000021 ↗ filed Feb 14, 2025

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 $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 62 stocks · $1.4B
RSG Republic Services Inc. 5.68% 395,625 $79.6M No change
AAPL Apple Inc. 5.65% 316,000 $79.1M No change
GOOG Alphabet Inc. Class C 5.57% 409,923 $78.1M Reduce -2.4%
MSFT Microsoft Corp. 5.41% 180,000 $75.9M Reduce -10.0%
BRK.A Berkshire Hathaway Inc. Class A 5.35% 110 $74.9M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 4.53% 525,092 $63.4M No change
AMZN Amazon.com Inc. 4.48% 286,000 $62.7M No change
ACGL Arch Capital Group Ltd. 3.95% 600,000 $55.4M No change
EG Everest Group Ltd. 3.73% 144,286 $52.3M Add +7.1%
AVGO Broadcom Inc. 3.14% 190,000 $44.0M No change
ASML ASML Holding NV-NY Reg SHS 3.07% 62,000 $43.0M No change
GEV GE Vernova Inc. 2.58% 110,000 $36.2M No change
COST Costco Wholesale Corp. 2.52% 38,500 $35.3M Reduce -6.1%
AEM Agnico Eagle Mines Ltd. 2.32% 415,000 $32.5M No change
EXPE Expedia Group Inc. 2.30% 173,157 $32.3M No change
NNI Nelnet Inc. Class A 1.86% 243,415 $26.0M No change
CCJ Cameco Corp. 1.85% 504,230 $25.9M No change
PEP Pepsico Inc. 1.74% 160,000 $24.3M No change
TYL Tyler Technologies Inc. 1.70% 41,381 $23.9M No change
ITCI Intra-Cellular Therapies Inc. 1.56% 261,780 $21.9M No change
T AT&T Inc. 1.47% 906,602 $20.6M No change
MRK Merck & Co. Inc. 1.45% 204,326 $20.3M No change
ET Energy Transfer LP 1.43% 1,020,030 $20.0M No change
JPM JPMorgan Chase & Co. 1.37% 80,000 $19.2M No change
RTX RTX Corp. 1.36% 165,000 $19.1M No change
MTB M & T Bank Corp. filed as M & T BK CORP 1.36% 101,100 $19.0M No change
MET Metlife Inc. 1.29% 220,327 $18.0M No change
META Meta Platforms Inc. Class A 1.13% 27,000 $15.8M Add +22.7%
XOM Exxon Mobil Corp. 1.12% 146,100 $15.7M Add +3.5%
D Dominion Energy Inc. 1.11% 290,000 $15.6M No change
LHX L3HARRIS Technologies Inc. 1.06% 70,785 $14.9M Add +16.4%
ADBE Adobe Inc. 1.03% 32,500 $14.5M Reduce -3.0%
SOLV Solventum Corp. 0.98% 207,350 $13.7M No change
PFE Pfizer Inc. 0.98% 515,808 $13.7M Reduce -4.6%
THC Tenet Healthcare Corp. 0.96% 106,601 $13.5M No change
NN Nextnav Inc. 0.95% 855,000 $13.3M Reduce -48.7%
DHR Danaher Corp. 0.90% 55,010 $12.6M Reduce -8.3%
CVX Chevron Corp. 0.89% 86,391 $12.5M Add +5.4%
AGI Alamos Gold Inc. Class A 0.89% 672,438 $12.4M No change
GILD Gilead Sciences Inc. 0.79% 119,900 $11.1M Reduce -17.3%
REGN Regeneron Pharmaceuticals 0.76% 14,876 $10.6M Add +25.3%
VEEV Veeva Systems Inc. Class A 0.74% 49,457 $10.4M Add +102.2%
AMAT Applied Materials Inc. 0.72% 61,652 $10.0M No change
OLED Universal Display Corp. 0.68% 65,009 $9.5M No change
AMGN Amgen Inc. 0.65% 35,000 $9.1M Add +16.7%
CSCO Cisco Systems Inc. 0.58% 138,260 $8.2M No change
NVDA Nvidia Corp. 0.57% 60,000 $8.1M New
ASTL Algoma Steel Group Inc. 0.57% 816,056 $8.0M No change
UBER Uber Technologies Inc. 0.50% 115,583 $7.0M Add +14.9%
RSP Invesco S&P 500 Equal Weight 0.38% 30,611 $5.4M No change
INDI Indie Semiconductor Inc. Class A 0.32% 1,095,168 $4.4M Reduce -18.7%
CI The Cigna Group 0.30% 15,000 $4.1M Reduce -25.0%
GSM Ferroglobe PLC 0.26% 957,591 $3.6M No change
SIGA Siga Technologies Inc. 0.23% 539,738 $3.2M No change
IDYA Ideaya Biosciences Inc. 0.22% 120,261 $3.1M Add +33.6%
ADX Adams Diversified Equity 0.19% 131,124 $2.6M No change
RVT Royce Small-Cap Trust Inc. 0.17% 150,877 $2.4M No change
CLF Cleveland-Cliffs Inc. 0.16% 243,593 $2.3M No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.16% 13,700 $2.2M No change
NOBL Proshares S&P 500 Dividend A 0.12% 17,500 $1.7M No change
VALN Valneva SE - ADR 0.11% 354,361 $1.6M No change
IAUX I-80 Gold Corp. 0.10% 2,979,371 $1.4M Add +11.8%

Options reported separately and not counted above: NVDA calls ($21.3M), ET puts ($18.0M).

Portfolio Sells Q3 2024 → Q4 2024
VAL Valaris Ltd. Sold out 0.00% −0.91
HUM Humana Inc. Sold out 0.00% −0.81
MSFT Microsoft Corp. Reduce -10.0% 5.41% −0.57
DIS The Walt Disney Co. Sold out 0.00% −0.38
DHR Danaher Corp. Reduce -8.3% 0.90% −0.26
AMKR Amkor Technology Inc. Sold out 0.00% −0.21
STVN Stevanato Group SPA Sold out 0.00% −0.21
CI The Cigna Group Reduce -25.0% 0.30% −0.19
ANGI Angi Inc. Sold out 0.00% −0.18
ADBE Adobe Inc. Reduce -3.0% 1.03% −0.17
PFE Pfizer Inc. Reduce -4.6% 0.98% −0.11
F Ford Motor Co. Sold out 0.00% −0.07
INDI Indie Semiconductor Inc. Class A Reduce -18.7% 0.32% −0.06
GILD Gilead Sciences Inc. Reduce -17.3% 0.79% −0.05
ICAD Icad Inc. Sold out 0.00% −0.02
QSI Quantum-Si Inc. Sold out 0.00% −0.02
COST Costco Wholesale Corp. Reduce -6.1% 2.52% −0.01
NN Nextnav Inc. Reduce -48.7% 0.95% +0.08
GOOG Alphabet Inc. Class C Reduce -2.4% 5.57% +0.69

Portfolio Buys Q3 2024 → Q4 2024
NVDA Nvidia Corp. New 0.57% +0.57
VEEV Veeva Systems Inc. Class A Add +102.2% 0.74% +0.39
META Meta Platforms Inc. Class A Add +22.7% 1.13% +0.25
EG Everest Group Ltd. Add +7.1% 3.73% +0.06
LHX L3HARRIS Technologies Inc. Add +16.4% 1.06% +0.06
CVX Chevron Corp. Add +5.4% 0.89% +0.05
IDYA Ideaya Biosciences Inc. Add +33.6% 0.22% +0.02
AMGN Amgen Inc. Add +16.7% 0.65% −0.02
UBER Uber Technologies Inc. Add +14.9% 0.50% −0.03
XOM Exxon Mobil Corp. Add +3.5% 1.12% −0.03
REGN Regeneron Pharmaceuticals Add +25.3% 0.76% −0.11
IAUX I-80 Gold Corp. Add +11.8% 0.10% −0.11

Options Activity Q3 2024 → Q4 2024
NVDA Nvidia Corp. call New 150,000 $21.3M
ET Energy Transfer LP put New 1,000,000 $18.0M
AAPL Apple Inc. put Sold out 50,000 $10.8Mbefore 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