General American Investors Co. Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), General American Investors Co. Inc. reported 68 stock positions worth $1.5 billion. Its top holding was GE Vernova (GEV) at 5.3% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 5.2%) and TJX Companies (TJX, 5.1%). Compared with Q4 2025, it opened 2 new positions, sold out of 2, added to 7 and reduced 27. The biggest buy was Marvell Technology (MRVL, shares +204%) and the biggest sale Microsoft (MSFT, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000040417
- Portfolio Value
- $1.5B (Q1 2026)
- SEC Filing
- 0000040417-26-000043 ↗ filed May 1, 2026
Holdings Value
Holdings 68 stocks · $1.5B
| GEV GE Vernova Inc. | 5.25% | 91,000 | $79.4M | Reduce -9.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 5.22% | 110 | $79.0M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 5.12% | 484,752 | $77.4M | Reduce -7.7% |
| RSG Republic Services Inc. | 4.86% | 335,625 | $73.5M | Reduce -5.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 4.80% | 55,000 | $72.6M | Reduce -11.3% |
| AAPL Apple Inc. | 4.46% | 265,705 | $67.4M | Reduce -3.6% |
| GOOG Alphabet Inc. Class C | 3.98% | 209,923 | $60.2M | Reduce -28.8% |
| AMZN Amazon.com Inc. | 3.94% | 286,000 | $59.6M | No change |
| ACGL Arch Capital Group Ltd. | 3.36% | 530,200 | $50.9M | Reduce -11.6% |
| MSFT Microsoft Corp. | 3.09% | 126,400 | $46.8M | Reduce -29.8% |
| AVGO Broadcom Inc. | 2.82% | 138,000 | $42.7M | Reduce -3.5% |
| EG Everest Group Ltd. | 2.79% | 129,196 | $42.2M | No change |
| AEM Agnico Eagle Mines Ltd. | 2.54% | 189,272 | $38.4M | Add +5.6% |
| CCJ Cameco Corp. | 2.44% | 339,230 | $36.8M | Reduce -12.8% |
| COST Costco Wholesale Corp. | 2.17% | 33,000 | $32.9M | No change |
| NNI Nelnet Inc. Class A | 2.00% | 234,026 | $30.2M | Reduce -3.9% |
| RTX RTX Corp. | 1.91% | 150,000 | $28.9M | Reduce -3.2% |
| NVDA Nvidia Corp. | 1.86% | 160,979 | $28.1M | No change |
| SOLV Solventum Corp. | 1.63% | 377,350 | $24.6M | No change |
| MRK Merck & Co. Inc. | 1.62% | 204,326 | $24.6M | No change |
| REGN Regeneron Pharmaceuticals | 1.60% | 31,362 | $24.2M | No change |
| JPM JPMorgan Chase & Co. | 1.56% | 80,000 | $23.5M | No change |
| LHX L3HARRIS Technologies Inc. | 1.50% | 65,785 | $22.7M | Reduce -7.1% |
| T AT&T Inc. | 1.48% | 774,639 | $22.5M | Add +6.9% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 1.38% | 101,100 | $20.9M | No change |
| PEP Pepsico Inc. | 1.33% | 130,000 | $20.2M | Reduce -7.1% |
| ET Energy Transfer LP | 1.30% | 1,020,030 | $19.7M | No change |
| XOM Exxon Mobil Corp. | 1.29% | 115,100 | $19.5M | Reduce -21.2% |
| META Meta Platforms Inc. Class A | 1.21% | 32,000 | $18.3M | No change |
| D Dominion Energy Inc. | 1.19% | 290,000 | $17.9M | No change |
| CVX Chevron Corp. | 1.18% | 86,391 | $17.9M | No change |
| GILD Gilead Sciences Inc. | 1.10% | 119,900 | $16.7M | No change |
| ONTO Onto Innovation Inc. | 1.08% | 80,000 | $16.4M | No change |
| TYL Tyler Technologies Inc. | 1.06% | 46,681 | $16.0M | No change |
| ANET Arista Networks Inc. | 1.02% | 125,142 | $15.4M | Reduce -11.0% |
| UBER Uber Technologies Inc. | 1.00% | 210,583 | $15.1M | Add +31.1% |
| MRVL Marvell Technology Inc. | 1.00% | 152,000 | $15.1M | Add +204.0% |
| AMAT Applied Materials Inc. | 0.94% | 41,652 | $14.2M | No change |
| PFE Pfizer Inc. | 0.94% | 505,808 | $14.2M | No change |
| AEP American Electric Power | 0.87% | 100,000 | $13.1M | No change |
| AMGN Amgen Inc. | 0.70% | 30,000 | $10.6M | No change |
| BA The Boeing Co. | 0.68% | 52,054 | $10.4M | New |
| VEEV Veeva Systems Inc. Class A | 0.67% | 58,006 | $10.2M | Add +20.8% |
| NN Nextnav Inc. | 0.66% | 620,210 | $9.9M | Reduce -22.5% |
| AGI Alamos Gold Inc. Class A | 0.62% | 211,219 | $9.4M | Reduce -12.4% |
| IDYA Ideaya Biosciences Inc. | 0.62% | 280,261 | $9.3M | No change |
| ARCO Arcos Dorados Holdings Inc. Class A | 0.52% | 950,178 | $7.8M | No change |
| MET Metlife Inc. | 0.42% | 90,327 | $6.4M | Reduce -35.6% |
| NOW ServiceNow Inc. | 0.41% | 60,000 | $6.3M | New |
| UEC Uranium Energy Corp. | 0.41% | 454,890 | $6.1M | Reduce -9.0% |
| RVMD Revolution Medicines Inc. | 0.40% | 62,545 | $6.1M | Reduce -2.3% |
| INDI Indie Semiconductor Inc. Class A | 0.39% | 1,854,849 | $6.0M | Reduce -5.1% |
| OLED Universal Display Corp. | 0.39% | 65,009 | $6.0M | No change |
| RSP Invesco S&P 500 Equal Weight | 0.39% | 30,611 | $5.9M | No change |
| SPRY Ars Pharmaceuticals Inc. | 0.39% | 727,154 | $5.8M | Add +29.9% |
| MRVI Maravai Lifesciences Hldgs-A | 0.32% | 1,716,193 | $4.9M | Add +8.3% |
| VYX NCR Voyix Corp. | 0.28% | 669,912 | $4.2M | Reduce -43.2% |
| GSM Ferroglobe PLC | 0.25% | 907,591 | $3.7M | Reduce -5.2% |
| COLB Columbia Banking System Inc. | 0.25% | 135,556 | $3.7M | Reduce -18.1% |
| BB Blackberry Ltd. | 0.22% | 1,026,996 | $3.3M | No change |
| ADX Adams Diversified Equity | 0.19% | 131,124 | $2.9M | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 13,700 | $2.5M | No change |
| RVT Royce Small-Cap Trust Inc. | 0.17% | 150,877 | $2.5M | No change |
| NOBL Proshares S&P 500 Dividend A | 0.16% | 22,500 | $2.4M | No change |
| IAUX I-80 Gold Corp. | 0.15% | 1,500,000 | $2.3M | Reduce -56.8% |
| VALN Valneva SE - ADR | 0.15% | 354,361 | $2.2M | No change |
| EXPE Expedia Group Inc. | 0.08% | 5,000 | $1.2M | Reduce -93.2% |
| CLF Cleveland-Cliffs Inc. | 0.06% | 100,593 | $850K | No change |
Options reported separately and not counted above: UBER calls ($8.0M).
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -29.8% | 3.09% | −2.33 |
| GOOG Alphabet Inc. Class C | Reduce -28.8% | 3.98% | −1.78 |
| EXPE Expedia Group Inc. | Reduce -93.2% | 0.08% | −1.21 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.49 |
| VYX NCR Voyix Corp. | Reduce -43.2% | 0.28% | −0.47 |
| THC Tenet Healthcare Corp. | Sold out | 0.00% | −0.37 |
| MET Metlife Inc. | Reduce -35.6% | 0.42% | −0.27 |
| AVGO Broadcom Inc. | Reduce -3.5% | 2.82% | −0.26 |
| ACGL Arch Capital Group Ltd. | Reduce -11.6% | 3.36% | −0.22 |
| AAPL Apple Inc. | Reduce -3.6% | 4.46% | −0.21 |
| NN Nextnav Inc. | Reduce -22.5% | 0.66% | −0.17 |
| IAUX I-80 Gold Corp. | Reduce -56.8% | 0.15% | −0.17 |
| ANET Arista Networks Inc. | Reduce -11.0% | 1.02% | −0.13 |
| COLB Columbia Banking System Inc. | Reduce -18.1% | 0.25% | −0.04 |
| INDI Indie Semiconductor Inc. Class A | Reduce -5.1% | 0.39% | −0.03 |
| GSM Ferroglobe PLC | Reduce -5.2% | 0.25% | −0.03 |
| NNI Nelnet Inc. Class A | Reduce -3.9% | 2.00% | −0.02 |
| AGI Alamos Gold Inc. Class A | Reduce -12.4% | 0.62% | +0.04 |
| UEC Uranium Energy Corp. | Reduce -9.0% | 0.41% | +0.04 |
| PEP Pepsico Inc. | Reduce -7.1% | 1.33% | +0.08 |
| RVMD Revolution Medicines Inc. | Reduce -2.3% | 0.40% | +0.08 |
| TJX TJX Companies Inc. | Reduce -7.7% | 5.12% | +0.10 |
| RTX RTX Corp. | Reduce -3.2% | 1.91% | +0.14 |
| RSG Republic Services Inc. | Reduce -5.6% | 4.86% | +0.17 |
| XOM Exxon Mobil Corp. | Reduce -21.2% | 1.29% | +0.20 |
| LHX L3HARRIS Technologies Inc. | Reduce -7.1% | 1.50% | +0.21 |
| CCJ Cameco Corp. | Reduce -12.8% | 2.44% | +0.22 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -11.3% | 4.80% | +0.67 |
| GEV GE Vernova Inc. | Reduce -9.0% | 5.25% | +1.18 |
Portfolio Buys Q4 2025 → Q1 2026
| MRVL Marvell Technology Inc. | Add +204.0% | 1.00% | +0.73 |
| BA The Boeing Co. | New | 0.68% | +0.68 |
| AEM Agnico Eagle Mines Ltd. | Add +5.6% | 2.54% | +0.65 |
| NOW ServiceNow Inc. | New | 0.41% | +0.41 |
| T AT&T Inc. | Add +6.9% | 1.48% | +0.36 |
| UBER Uber Technologies Inc. | Add +31.1% | 1.00% | +0.18 |
| VEEV Veeva Systems Inc. Class A | Add +20.8% | 0.67% | +0.01 |
| MRVI Maravai Lifesciences Hldgs-A | Add +8.3% | 0.32% | +0.00 |
| SPRY Ars Pharmaceuticals Inc. | Add +29.9% | 0.39% | −0.02 |
Options Activity Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | put | Sold out | 140,000 | $65.7Mbefore exit |
| GOOG Alphabet Inc. Class C | put | Sold out | 100,000 | $30.5Mbefore exit |
| TJX TJX Companies Inc. | put | Sold out | 100,000 | $14.5Mbefore exit |
| EXPE Expedia Group Inc. | put | Sold out | 50,000 | $14.0Mbefore exit |
| AAPL Apple Inc. | put | Sold out | 50,000 | $13.5Mbefore exit |
| UBER Uber Technologies Inc. | call | New | 100,000 | $8.0M |
| CCJ Cameco Corp. | put | Sold out | 75,000 | $7.1Mbefore exit |
| RTX RTX Corp. | put | Sold out | 37,200 | $6.5Mbefore exit |
| THC Tenet Healthcare Corp. | put | Sold out | 30,000 | $5.8Mbefore exit |
| MET Metlife Inc. | put | Sold out | 50,000 | $3.9Mbefore exit |
| UEC Uranium Energy Corp. | put | Sold out | 200,000 | $2.6Mbefore exit |
| SOLV Solventum Corp. | put | Sold out | 22,700 | $1.9Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 69 | $1.6B | ASML, GEV, BRK.A, AAPL, GOOG |
| Q1 2026 | 68 | $1.5B | GEV, BRK.A, TJX, RSG, ASML |
| Q4 2025 | 68 | $1.6B | GOOG, MSFT, BRK.A, TJX, RSG |
| Q3 2025 | 67 | $1.6B | MSFT, BRK.A, RSG, TJX, GOOG |
| Q2 2025 | 64 | $1.5B | MSFT, RSG, BRK.A, TJX, AMZN |
| Q1 2025 | 63 | $1.3B | RSG, BRK.A, MSFT, AAPL, TJX |
| Q4 2024 | 62 | $1.4B | RSG, AAPL, GOOG, MSFT, BRK.A |
| Q3 2024 | 70 | $1.4B | MSFT, RSG, BRK.A, AAPL, GOOG |
| Q2 2024 | 70 | $1.4B | MSFT, RSG, GOOG, ASML, BRK.A |
| Q1 2024 | 70 | $1.3B | MSFT, RSG, BRK.A, GOOG, ASML |