Q2 2026 13F · SEC CIK 40417

General American Investors Co Inc

CorporationFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.6B
Reported positions: 69
Top holdings a year, 3 yrs: +25.7%
Average holding period: 10.8 yrs

General American Investors Co Inc is a corporation that reported 69 positions worth $1.6B in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Asml Hldg NV (ASML, 6.6%), Ge Vernova Inc (GEV, 5.1%), Berkshire Hathaway Inc Del (BRK-A, 5.0%). A portfolio copying its top holdings returned 25.7% a year over the last 3 years, against 20.4% for the S&P 500.

General American Investors Co Inc holdings largest 50 of 69 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

General American Investors Co Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ASMLAsml Hldg NV	6.6%	4.8%	55,000	+0.0%	$109.4M
GEVGe Vernova Inc	5.1%	5.3%	71,000	-22.0%	$83.4M
BRK-ABerkshire Hathaway Inc Del	5.0%	5.2%	110	+0.0%	$82.4M
AAPLApple Inc	4.7%	4.5%	265,705	+0.0%	$76.9M
GOOGAlphabet Inc	4.5%	4.0%	209,923	+0.0%	$74.2M
TJXTjx Cos Inc New Com	4.5%	5.1%	484,752	+0.0%	$73.4M
RSGRepublic Svcs Inc	4.3%	4.9%	335,625	+0.0%	$71.5M
AMZNAmazon Com Inc Com	4.2%	3.9%	291,000	+1.7%	$69.4M
AVGOBroadcom Inc	3.2%	2.8%	138,000	+0.0%	$52.1M
ACGLArch Capital Group Ltd	3.1%	3.4%	530,200	+0.0%	$51.5M
MSFTMicrosoft Corp	3.0%	3.1%	131,400	+4.0%	$49.0M
REEverest Group Ltd	2.7%	2.8%	122,909	-4.9%	$43.9M
NVDANvidia Corporation Com	2.5%	1.9%	205,979	+28.0%	$41.2M
CCJCameco Corp Com	2.1%	2.4%	339,230	+0.0%	$34.6M
MRVLMarvell Technology Inc	2.0%	1.0%	112,000	-26.3%	$33.4M
COSTCostco Whsl Corp New	1.9%	2.2%	33,000	+0.0%	$30.9M
NNINelnet Inc	1.9%	2.0%	230,998	-1.3%	$30.8M
RTXRtx Corporation Com	1.8%	1.9%	160,000	+6.7%	$30.4M
SOLVSolventum Corp	1.8%	1.6%	377,350	+0.0%	$29.1M
AEMAgnico Eagle Mines Ltd	1.7%	2.5%	179,272	-5.3%	$27.8M
MRKMerck & Co. Inc	1.6%	1.6%	204,326	+0.0%	$26.3M
JPMJpmorgan Chase & Co	1.6%	1.6%	80,000	+0.0%	$26.2M
MTBM & T Bk Corp	1.5%	1.4%	101,100	+0.0%	$24.1M
ONTOOnto Innovation Inc	1.4%	1.1%	60,000	-25.0%	$22.7M
REGNRegeneron Pharmaceuticals	1.4%	1.6%	36,362	+15.9%	$22.7M
DDominion Energy Inc	1.2%	1.2%	290,000	+0.0%	$19.8M
ETPCEnergy Transfer L P	1.2%	1.3%	1,020,030	+0.0%	$19.5M
LHXL3harris Technologies Inc	1.2%	1.5%	65,785	+0.0%	$19.1M
UBERUber Technologies Inc	1.1%	1.0%	260,583	+23.7%	$18.8M
GILDGilead Sciences	1.1%	1.1%	144,900	+20.9%	$18.3M
BABoeing Co	1.1%	0.7%	84,154	+61.7%	$18.2M
AMATApplied Matls Inc	1.1%	0.9%	25,052	-39.9%	$18.1M
METAMeta Platforms Inc Class A	1.1%	1.2%	32,000	+0.0%	$18.0M
PEPPepsico Inc	1.1%	1.3%	130,000	+0.0%	$17.6M
TAt&t Inc Com	1.0%	1.5%	774,639	+0.0%	$16.0M
XOMExxon Mobil Corp	1.0%	1.3%	115,100	+0.0%	$15.7M
TYLTyler Technologies Inc	0.9%	1.1%	51,681	+10.7%	$15.1M
CVXChevron Corp New	0.9%	1.2%	86,391	+0.0%	$14.3M
AEPAmerican Elec Pwr Co Inc	0.8%	0.9%	100,000	+0.0%	$13.7M
RVMDRevolution Medicines Inc	0.7%	—	62,545	—	$11.7M
NNNextnav Inc	0.7%	0.7%	649,814	+4.8%	$11.6M
IDYAIdeaya Biosciences Inc	0.7%	0.6%	308,240	+10.0%	$11.5M
MRVIMaravai Lifesciences Hldgs-A	0.6%	—	1,716,193	—	$10.7M
VEEVVeeva Sys Inc	0.6%	0.7%	58,006	+0.0%	$10.3M
PFEPfizer Inc	0.6%	0.9%	405,808	-19.8%	$9.8M
ANETArista Networks Inc	0.6%	1.0%	55,142	-55.9%	$9.4M
SPRYArs Pharmaceuticals Inc	0.6%	—	1,133,046	—	$9.1M
NOWServicenow Inc Com	0.5%	0.4%	85,000	+41.7%	$8.4M
MAMastercard Inc.	0.5%	—	15,000	—	$7.7M
METMetlife Inc	0.5%	0.4%	90,327	+0.0%	$7.6M

What General American Investors Co Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BA Boeing Co+61.7% shares
NOW Servicenow Inc Com+41.7% shares
NVDA Nvidia Corporation Com+28.0% shares
UBER Uber Technologies Inc+23.7% shares
GILD Gilead Sciences+20.9% shares
REGN Regeneron Pharmaceuticals+15.9% shares
TYL Tyler Technologies Inc+10.7% shares
IDYA Ideaya Biosciences Inc+10.0% shares

Reduced

ANET Arista Networks Inc-55.9% shares
AMAT Applied Matls Inc-39.9% shares
MRVL Marvell Technology Inc-26.3% shares
ONTO Onto Innovation Inc-25.0% shares
GEV Ge Vernova Inc-22.0% shares
PFE Pfizer Inc-19.8% shares
AEM Agnico Eagle Mines Ltd-5.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +27.8% /yr; S&P 500 +20.1%
3 years: +25.7% /yr; S&P 500 +20.4%
5 years: +16.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.6B	69
Q1 2026	$1.5B	68
Q4 2025	$1.6B	68
Q3 2025	$1.6B	67
Q2 2025	$1.5B	64
Q1 2025	$1.3B	63
Q4 2024	$1.4B	62
Q3 2024	$1.4B	70
Q2 2024	$1.4B	70
Q1 2024	$1.3B	70
Q4 2023	$1.2B	66
Q3 2023	$1.1B	68

Questions about General American Investors Co Inc's portfolio

What stocks does General American Investors Co Inc own?

General American Investors Co Inc's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 69 positions worth $1.6B. The largest are Asml Hldg NV (ASML) at 6.6%, Ge Vernova Inc (GEV) at 5.1%, Berkshire Hathaway Inc Del (BRK-A) at 5.0%, Apple Inc (AAPL) at 4.7% and Alphabet Inc (GOOG) at 4.5%.

What did General American Investors Co Inc buy last quarter?

In Q2 2026, General American Investors Co Inc added Boeing Co (BA) (+61.7% shares), Servicenow Inc Com (NOW) (+41.7% shares) and Nvidia Corporation Com (NVDA) (+28.0% shares), compared with its Q1 2026 filing.

What did General American Investors Co Inc sell last quarter?

In Q2 2026, General American Investors Co Inc cut from its top 50 Amgen Inc Com (AMGN), cut from its top 50 Alamos Gold Inc (AGI), cut from its top 50 Arcos Dorados Holdings (ARCO), cut from its top 50 Uranium Energy Corp (UEC), Arista Networks Inc (ANET) (-55.9% shares), Applied Matls Inc (AMAT) (-39.9% shares) and Marvell Technology Inc (MRVL) (-26.3% shares), compared with its Q1 2026 filing.

How has General American Investors Co Inc's portfolio performed?

A portfolio copying General American Investors Co Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +27.8% against +20.1%. Over 5 years: +16.9% a year against +11.6%.

When is General American Investors Co Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. General American Investors Co Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.