General American Investors Co Inc Portfolio Stock Holdings
General American Investors Co Inc disclosed 68 stock positions valued at approximately $1.5 billion in its latest SEC 13F filing. The largest holdings include GE Vernova Inc., Berkshire Hathaway Inc. - Clas, and TJX Companies, Inc./The. The filing reflects positions held as of March 31, 2026 and was filed on May 1, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 68
- Portfolio Value
- $1.5B
Holdings by Sector
General American Investors Co Inc Portfolio Holdings in Q1 2026
67 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GE Vernova Inc. | GEV | Utilities | 5.25% | 91,000 | -9,000 | -9.00% | $79,433,900 |
| Berkshire Hathaway Inc. - Clas | BRK-A | Financial Services | 5.22% | 110 | - | - | $78,995,400 |
| TJX Companies, Inc./The | TJX | Consumer Cyclical | 5.12% | 484,752 | -40,340 | -7.68% | $77,414,894 |
| Republic Services, Inc. | RSG | Industrials | 4.86% | 335,625 | -20,000 | -5.62% | $73,508,588 |
| ASML Holding N.V. | ASML | Other | 4.80% | 55,000 | -7,000 | -11.29% | $72,645,650 |
| Apple Inc. | AAPL | Technology | 4.46% | 265,705 | -10,000 | -3.63% | $67,433,272 |
| Alphabet Inc. - Class C | GOOG | Communication Services | 3.98% | 209,923 | -85,000 | -28.82% | $60,218,512 |
| Amazon.com, Inc. | AMZN | Consumer Cyclical | 3.94% | 286,000 | - | - | $59,565,220 |
| Arch Capital Group Ltd. | G0450A105 | Other | 3.36% | 530,200 | -69,800 | -11.63% | $50,893,898 |
| Microsoft Corporation | MSFT | Technology | 3.09% | 126,400 | -53,600 | -29.78% | $46,789,488 |
| Broadcom Inc. | AVGO | Technology | 2.82% | 138,000 | -5,000 | -3.50% | $42,712,380 |
| Everest Group, Ltd. | EG | Other | 2.79% | 129,196 | - | - | $42,227,713 |
| Agnico Eagle Mines Limited | AEM | Basic Materials | 2.54% | 189,272 | +10,000 | +5.58% | $38,418,431 |
| Cameco Corporation | CCJ | Energy | 2.44% | 339,230 | -50,000 | -12.85% | $36,843,770 |
| Costco Wholesale Corporation | COST | Consumer Defensive | 2.17% | 33,000 | - | - | $32,882,190 |
| Nelnet, Inc. - Class A | NNI | Financial Services | 2.00% | 234,026 | -9,389 | -3.86% | $30,179,993 |
| RTX Corporation | RTX | Industrials | 1.91% | 150,000 | -5,000 | -3.23% | $28,935,000 |
| NVIDIA Corporation | NVDA | Technology | 1.86% | 160,979 | - | - | $28,074,738 |
| Solventum Corporation | SOLV | Healthcare | 1.63% | 377,350 | - | - | $24,640,955 |
| Merck & Co., Inc. | MRK | Healthcare | 1.62% | 204,326 | - | - | $24,578,375 |
| Regeneron Pharmaceuticals, Inc | REGN | Healthcare | 1.60% | 31,362 | - | - | $24,231,536 |
| JPMorgan Chase & Co. | JPM | Financial Services | 1.56% | 80,000 | - | - | $23,532,800 |
| L3Harris Technologies, Inc. | LHX | Industrials | 1.50% | 65,785 | -5,000 | -7.06% | $22,705,693 |
| AT&T Inc. | T | Communication Services | 1.48% | 774,639 | +50,000 | +6.90% | $22,456,785 |
| M&T Bank Corporation | MTB | Financial Services | 1.38% | 101,100 | - | - | $20,899,392 |
| PepsiCo, Inc. | PEP | Consumer Defensive | 1.33% | 130,000 | -10,000 | -7.14% | $20,187,700 |
| Energy Transfer LP | ET | Energy | 1.30% | 1,020,030 | - | - | $19,686,579 |
| Exxon Mobil Corporation | XOM | Energy | 1.29% | 115,100 | -31,000 | -21.22% | $19,527,866 |
| Meta Platforms, Inc. - Class A | META | Communication Services | 1.21% | 32,000 | - | - | $18,308,160 |
| Dominion Energy, Inc. | D | Utilities | 1.19% | 290,000 | - | - | $17,927,800 |
| Chevron Corporation | CVX | Energy | 1.18% | 86,391 | - | - | $17,874,298 |
| Gilead Sciences, Inc. | GILD | Healthcare | 1.10% | 119,900 | - | - | $16,710,463 |
| Onto Innovation Inc | ONTO | Technology | 1.08% | 80,000 | - | - | $16,405,600 |
| Tyler Technologies, Inc. | TYL | Technology | 1.06% | 46,681 | - | - | $15,982,641 |
| Arista Networks, Inc. | ANET | Other | 1.02% | 125,142 | -15,537 | -11.04% | $15,364,935 |
| Uber Technologies, Inc. | UBER | Technology | 1.00% | 210,583 | +50,000 | +31.14% | $15,147,235 |
| Marvell Technology, Inc. | MRVL | Technology | 1.00% | 152,000 | +102,000 | +204.00% | $15,055,600 |
| Applied Materials, Inc. | AMAT | Technology | 0.94% | 41,652 | - | - | $14,236,237 |
| Pfizer Inc. | PFE | Healthcare | 0.94% | 505,808 | - | - | $14,203,089 |
| American Electric Power Compan | AEP | Utilities | 0.87% | 100,000 | - | - | $13,108,000 |
| Amgen Inc. | AMGN | Healthcare | 0.70% | 30,000 | - | - | $10,555,500 |
| Boeing Company/The | BA | Industrials | 0.68% | 52,054 | +52,054 | +100.00% | $10,360,308 |
| Veeva Systems Inc. - Class A | VEEV | Healthcare | 0.67% | 58,006 | +10,000 | +20.83% | $10,189,334 |
| NextNav Inc. | NN | Technology | 0.66% | 620,210 | -180,000 | -22.49% | $9,935,764 |
| Alamos Gold Inc. - Class A | AGI | Basic Materials | 0.62% | 211,219 | -30,000 | -12.44% | $9,384,460 |
| IDEAYA Biosciences, Inc. | IDYA | Healthcare | 0.62% | 280,261 | - | - | $9,338,297 |
| Arcos Dorados Holdings Inc. Cl | G0457F107 | Other | 0.52% | 950,178 | - | - | $7,838,969 |
| MetLife, Inc. | MET | Financial Services | 0.42% | 90,327 | -50,000 | -35.63% | $6,387,925 |
| ServiceNow Inc | NOW | Technology | 0.41% | 60,000 | +60,000 | +100.00% | $6,273,000 |
| Uranium Energy Corp. | UEC | Energy | 0.41% | 454,890 | -45,110 | -9.02% | $6,141,015 |
| Revolution Medicines Inc | RVMD | Healthcare | 0.40% | 62,545 | -1,500 | -2.34% | $6,082,501 |
| indie Semiconductor, Inc. - Cl | INDI | Technology | 0.39% | 1,854,849 | -100,000 | -5.12% | $5,972,614 |
| Universal Display Corporation | OLED | Technology | 0.39% | 65,009 | - | - | $5,958,725 |
| Invesco S&P Equal Weight | RSP | Other | 0.39% | 30,611 | - | - | $5,874,863 |
| ARS Pharmaceuticals Inc | SPRY | Healthcare | 0.39% | 727,154 | +167,195 | +29.86% | $5,839,047 |
| Maravai LifeSciences Holdings, | MRVI | Healthcare | 0.32% | 1,716,193 | +130,877 | +8.26% | $4,856,826 |
| NCR Voyix Corporation | VYX | Technology | 0.28% | 669,912 | -510,402 | -43.24% | $4,240,543 |
| Ferroglobe PLC | G33856108 | Other | 0.25% | 907,591 | -50,000 | -5.22% | $3,739,275 |
| Columbia Banking System Inc. | COLB | Financial Services | 0.25% | 135,556 | -30,000 | -18.12% | $3,718,301 |
| BlackBerry Ltd | BB | Technology | 0.22% | 1,026,996 | - | - | $3,327,467 |
| Adams Diversified Equity Fund, | ADX | Financial Services | 0.19% | 131,124 | - | - | $2,870,304 |
| Vanguard Mid-Cap Value Index F | VOE | Other | 0.17% | 13,700 | - | - | $2,524,636 |
| Royce Value Trust, Inc. | RVT | Financial Services | 0.17% | 150,877 | - | - | $2,504,558 |
| Proshares S&P 500 Dividend Ari | NOBL | Other | 0.16% | 22,500 | - | - | $2,385,225 |
| i-80 Gold Corp. | IAUX | Basic Materials | 0.15% | 1,500,000 | -1,974,389 | -56.83% | $2,280,000 |
| Expedia Group, Inc. | EXPE | Consumer Cyclical | 0.08% | 5,000 | -68,157 | -93.17% | $1,154,450 |
| Cleveland-Cliffs Inc. | CLF | Basic Materials | 0.06% | 100,593 | - | - | $850,011 |
General American Investors Co Inc Options Holdings in Q1 2026
1 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | UBER | Uber Technologies, Inc. | CALL | 100,000 | $8,000,000 |
Notional value represents the total exposure of the options position.