# GENERAL AMERICAN INVESTORS CO INC: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 40417.

- Quarter ended: 2026-06-30
- Filed: 2026-07-31
- Reported value: $1.69bn
- Positions: 73 (74 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/40417/000004041726000045/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| ASML Holding N.V. | COM | $109.4m | 6.5% | 55,000 |  | Unchanged |
| [GE Vernova Inc. (GEV)](/companies/gev.md) | COM | $83.4m | 4.9% | 71,000 |  | Reduced −20,000 |
| [Berkshire Hathaway Inc. (BRK-B)](/companies/brk-b.md) | COM | $82.4m | 4.9% | 110 |  | Unchanged |
| [Apple Inc. (AAPL)](/companies/aapl.md) | COM | $76.9m | 4.5% | 265,705 |  | Unchanged |
| [Alphabet Inc. - Class C (GOOGL)](/companies/googl.md) | COM | $74.2m | 4.4% | 209,923 |  | Unchanged |
| [TJX Companies, Inc./The (TJX)](/companies/tjx.md) | COM | $73.4m | 4.3% | 484,752 |  | Unchanged |
| [Republic Services, Inc. (RSG)](/companies/rsg.md) | COM | $71.5m | 4.2% | 335,625 |  | Unchanged |
| [Amazon.com, Inc. (AMZN)](/companies/amzn.md) | COM | $69.4m | 4.1% | 291,000 |  | Added +5,000 |
| [Broadcom Inc. (AVGO)](/companies/avgo.md) | COM | $52.1m | 3.1% | 138,000 |  | Unchanged |
| Arch Capital Group Ltd. | COM | $51.5m | 3.0% | 530,200 |  | Unchanged |
| [Microsoft Corporation (MSFT)](/companies/msft.md) | COM | $49.0m | 2.9% | 131,400 |  | Added +5,000 |
| Everest Group, Ltd. | COM | $43.9m | 2.6% | 122,909 |  | Reduced −6,287 |
| [NVIDIA Corporation (NVDA)](/companies/nvda.md) | COM | $41.2m | 2.4% | 205,979 |  | Added +45,000 |
| [Cameco Corporation (CCJ)](/companies/ccj.md) | COM | $34.6m | 2.0% | 339,230 |  | Unchanged |
| [Marvell Technology, Inc. (MRVL)](/companies/mrvl.md) | COM | $33.4m | 2.0% | 112,000 |  | Reduced −40,000 |
| [Costco Wholesale Corporation (COST)](/companies/cost.md) | COM | $30.9m | 1.8% | 33,000 |  | Unchanged |
| [Nelnet, Inc. - Class A (NNI)](/companies/nni.md) | COM | $30.8m | 1.8% | 230,998 |  | Reduced −3,028 |
| [RTX Corporation (RTX)](/companies/rtx.md) | COM | $30.4m | 1.8% | 160,000 |  | Added +10,000 |
| [Solventum Corporation (SOLV)](/companies/solv.md) | COM | $29.1m | 1.7% | 377,350 |  | Unchanged |
| [Agnico Eagle Mines Limited (AEM)](/companies/aem.md) | COM | $27.8m | 1.6% | 179,272 |  | Reduced −10,000 |
| [Merck & Co., Inc. (MRK)](/companies/mrk.md) | COM | $26.3m | 1.6% | 204,326 |  | Unchanged |
| [JPMorgan Chase & Co. (JPM)](/companies/jpm.md) | COM | $26.2m | 1.5% | 80,000 |  | Unchanged |
| [M&T Bank Corporation (MTB)](/companies/mtb.md) | COM | $24.1m | 1.4% | 101,100 |  | Unchanged |
| [Onto Innovation Inc. (ONTO)](/companies/onto.md) | COM | $22.7m | 1.3% | 60,000 |  | Reduced −20,000 |
| [Regeneron Pharmaceuticals, Inc (REGN)](/companies/regn.md) | COM | $22.7m | 1.3% | 36,362 |  | Added +5,000 |
| [Dominion Energy, Inc. (D)](/companies/d.md) | COM | $19.8m | 1.2% | 290,000 |  | Unchanged |
| [Energy Transfer LP (ET)](/companies/et.md) | COM | $19.5m | 1.2% | 1,020,030 |  | Unchanged |
| [L3Harris Technologies, Inc. (LHX)](/companies/lhx.md) | COM | $19.1m | 1.1% | 65,785 |  | Unchanged |
| [Uber Technologies, Inc. (UBER)](/companies/uber.md) | COM | $18.8m | 1.1% | 260,583 |  | Added +50,000 |
| [Gilead Sciences, Inc. (GILD)](/companies/gild.md) | COM | $18.3m | 1.1% | 144,900 |  | Added +25,000 |
| [Boeing Company/The (BA)](/companies/ba.md) | COM | $18.2m | 1.1% | 84,154 |  | Added +32,100 |
| [Applied Materials, Inc. (AMAT)](/companies/amat.md) | COM | $18.1m | 1.1% | 25,052 |  | Reduced −16,600 |
| [Meta Platforms, Inc. - Class A (META)](/companies/meta.md) | COM | $18.0m | 1.1% | 32,000 |  | Unchanged |
| [PepsiCo, Inc. (PEP)](/companies/pep.md) | COM | $17.6m | 1.0% | 130,000 |  | Unchanged |
| [AT&T Inc. (T)](/companies/t.md) | COM | $16.0m | 0.9% | 774,639 |  | Unchanged |
| [ServiceNow, Inc. (NOW)](/companies/now.md) | COM | $15.8m | 0.9% | 150,000 | Call | New +150,000 |
| Exxon Mobil Corporation | COM | $15.7m | 0.9% | 115,100 |  | Unchanged |
| [Tyler Technologies, Inc. (TYL)](/companies/tyl.md) | COM | $15.1m | 0.9% | 51,681 |  | Added +5,000 |
| [Chevron Corporation (CVX)](/companies/cvx.md) | COM | $14.3m | 0.8% | 86,391 |  | Unchanged |
| [American Electric Power Co (AEP)](/companies/aep.md) | COM | $13.7m | 0.8% | 100,000 |  | Unchanged |
| [Revolution Medicines, Inc. (RVMD)](/companies/rvmd.md) | COM | $11.7m | 0.7% | 62,545 |  | Unchanged |
| [NextNav Inc. (NN)](/companies/nn.md) | COM | $11.6m | 0.7% | 649,814 |  | Added +29,604 |
| [IDEAYA Biosciences, Inc. (IDYA)](/companies/idya.md) | COM | $11.5m | 0.7% | 308,240 |  | Added +27,979 |
| [Maravai LifeSciences Holdings (MRVI)](/companies/mrvi.md) | COM | $10.7m | 0.6% | 1,716,193 |  | Unchanged |
| [Veeva Systems Inc. - Class A (VEEV)](/companies/veev.md) | COM | $10.3m | 0.6% | 58,006 |  | Unchanged |
| [Mastercard Inc. (MA)](/companies/ma.md) | COM | $10.0m | 0.6% | 20,000 | Put | New +20,000 |
| [Pfizer Inc. (PFE)](/companies/pfe.md) | COM | $9.8m | 0.6% | 405,808 |  | Reduced −100,000 |
| [Arista Networks, Inc. (ANET)](/companies/anet.md) | COM | $9.4m | 0.6% | 55,142 |  | Reduced −70,000 |
| [ARS Pharmaceuticals Inc (SPRY)](/companies/spry.md) | COM | $9.1m | 0.5% | 1,133,046 |  | Added +405,892 |
| [Novo Nordisk A/S (NVO)](/companies/nvo.md) | COM | $9.0m | 0.5% | 180,800 | Call | New +180,800 |
| [ServiceNow, Inc. (NOW)](/companies/now.md) | COM | $8.4m | 0.5% | 85,000 |  | Added +25,000 |
| [Mastercard Incorporated (MA)](/companies/ma.md) | COM | $7.7m | 0.5% | 15,000 |  | New +15,000 |
| [MetLife, Inc. (MET)](/companies/met.md) | COM | $7.6m | 0.5% | 90,327 |  | Unchanged |
| [indie Semiconductor, Inc. (INDI)](/companies/indi.md) | COM | $7.4m | 0.4% | 1,644,107 |  | Reduced −210,742 |
| [Amgen Inc. (AMGN)](/companies/amgn.md) | COM | $7.2m | 0.4% | 20,000 |  | Reduced −10,000 |
| [Alamos Gold Inc. - Class A (AGI)](/companies/agi.md) | COM | $7.2m | 0.4% | 236,219 |  | Added +25,000 |
| Arcos Dorados Holdings Inc | COM | $6.9m | 0.4% | 860,178 |  | Reduced −90,000 |
| Invesco S&P Equal Weight | COM | $6.5m | 0.4% | 30,611 |  | Unchanged |
| [Quest Diagnostics (DGX)](/companies/dgx.md) | COM | $6.0m | 0.4% | 28,284 |  | New +28,284 |
| [Marvell Technology, Inc. (MRVL)](/companies/mrvl.md) | COM | $5.7m | 0.3% | 30,000 | Put | New +30,000 |
| [Universal Display Corporation (OLED)](/companies/oled.md) | COM | $5.0m | 0.3% | 58,009 |  | Reduced −7,000 |
| [Uranium Energy Corp. (UEC)](/companies/uec.md) | COM | $4.8m | 0.3% | 454,890 |  | Unchanged |
| [i-80 Gold Corp. (IAUX)](/companies/iaux.md) | COM | $4.8m | 0.3% | 3,361,767 |  | Added +1,861,767 |
| [BlackBerry Ltd (BB)](/companies/bb.md) | COM | $4.2m | 0.2% | 331,996 |  | Reduced −695,000 |
| [Adams Diversified Equity Fund (ADX)](/companies/adx.md) | COM | $3.4m | 0.2% | 131,124 |  | Unchanged |
| [Royce Value Trust, Inc. (RVT)](/companies/rvt.md) | COM | $2.8m | 0.2% | 150,877 |  | Unchanged |
| [First Carolina Financial (FCBM)](/companies/fcbm.md) | COM | $2.7m | 0.2% | 207,606 |  | New +207,606 |
| [Columbia Banking System Inc. (COLB)](/companies/colb.md) | COM | $2.7m | 0.2% | 85,556 |  | Reduced −50,000 |
| Vanguard Mid-Cap Value Index | COM | $2.7m | 0.2% | 13,700 |  | Unchanged |
| Ferroglobe PLC | COM | $2.6m | 0.2% | 827,591 |  | Reduced −80,000 |
| Proshares S&P 500 Dividend | COM | $2.5m | 0.1% | 45,000 |  | Added +22,500 |
| [Valneva SE - ADR (VALN)](/companies/valn.md) | COM | $1.9m | 0.1% | 354,361 |  | Unchanged |
| [Cleveland-Cliffs Inc. (CLF)](/companies/clf.md) | COM | $944.6k | <0.1% | 100,593 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Expedia Group, Inc. (EXPE)](/companies/expe.md) | COM | $0 | 0.0% | 0 |  | Sold out −5,000 |
| [NCR Voyix Corporation (VYX)](/companies/vyx.md) | COM | $0 | 0.0% | 0 |  | Sold out −669,912 |
| [Uber Technologies, Inc. Jun 80 (UBER)](/companies/uber.md) | COM | $0 | 0.0% | 0 | Call | Sold out −100,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0000040417-26-000045. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.