GENERAL AMERICAN INVESTORS CO INC

NEW YORK, NY · CIK 40417 · 13F filing filed 2026-07-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityGENERAL AMERICAN INVESTORS COMPANY, INC. (US)

Others nearbyNew York, NY

$1.6bn reported value +9.1% vs Q1 2026

69positions

45.1%in top 10

3 new 15 added 16 reduced 2 sold out vs Q1 2026

Options: 2 call positions ($24.8m notional), 2 put positions ($15.7m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	55,000	$109.4m6.63%	6.63%	Unchanged
2	GE VERNOVA INC COM GEV	GEV	71,000	$83.4m5.06%	5.06%	Reduced -20.0k	-20,000 -22.0%
3	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	110	$82.4m4.99%	4.99%	Unchanged
4	APPLE INC COM AAPL	AAPL	265,705	$76.9m4.66%	4.66%	Unchanged
5	ALPHABET INC CAP STK CL C GOOG	GOOG	209,923	$74.2m4.50%	4.50%	Unchanged
6	TJX COS INC NEW COM TJX	TJX	484,752	$73.4m4.45%	4.45%	Unchanged
7	REPUBLIC SVCS INC COM RSG	RSG	335,625	$71.5m4.34%	4.34%	Unchanged
8	AMAZON COM INC COM AMZN	AMZN	291,000	$69.4m4.20%	4.20%	Added +5.0k	+5,000 1.8%
9	BROADCOM INC COM AVGO	AVGO	138,000	$52.1m3.16%	3.16%	Unchanged
10	ARCH CAP GROUP LTD ORD ACGL	ACGL	530,200	$51.5m3.12%	3.12%	Unchanged
11	MICROSOFT CORP COM MSFT	MSFT	131,400	$49.0m2.97%	2.97%	Added +5.0k	+5,000 4.0%
12	EVEREST GROUP LTD COM EG	EG	122,909	$43.9m2.66%	2.66%	Reduced -6.3k	-6,287 -4.9%
13	NVIDIA CORPORATION COM NVDA	NVDA	205,979	$41.2m2.50%	2.50%	Added +45.0k	+45,000 27.9%
14	CAMECO CORP COM CCJ	CCJ	339,230	$34.6m2.09%	2.09%	Unchanged
15	MARVELL TECHNOLOGY INC COM MRVL	MRVL	112,000	$33.4m2.02%	2.02%	Reduced -40.0k	-40,000 -26.3%
16	COSTCO WHSL CORP NEW COM COST	COST	33,000	$30.9m1.87%	1.87%	Unchanged
17	NELNET INC CL A NNI	NNI	230,998	$30.8m1.87%	1.87%	Reduced -3.0k	-3,028 -1.3%
18	RTX CORPORATION COM RTX	RTX	160,000	$30.4m1.84%	1.84%	Added +10.0k	+10,000 6.7%
19	SOLVENTUM CORP COM SHS SOLV	SOLV	377,350	$29.1m1.76%	1.76%	Unchanged
20	AGNICO EAGLE MINES LTD COM AEM	AEM	179,272	$27.8m1.69%	1.69%	Reduced -10.0k	-10,000 -5.3%
21	MERCK & CO INC COM MRK	MRK	204,326	$26.3m1.59%	1.59%	Unchanged
22	JPMORGAN CHASE & CO COM JPM	JPM	80,000	$26.2m1.59%	1.59%	Unchanged
23	M & T BK CORP COM MTB	MTB	101,100	$24.1m1.46%	1.46%	Unchanged
24	ONTO INNOVATION INC COM ONTO	ONTO	60,000	$22.7m1.38%	1.38%	Reduced -20.0k	-20,000 -25.0%
25	REGENERON PHARMACEUTICALS COM REGN	REGN	36,362	$22.7m1.37%	1.37%	Added +5.0k	+5,000 15.9%
26	DOMINION ENERGY INC COM D	D	290,000	$19.8m1.20%	1.20%	Unchanged
27	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	1,020,030	$19.5m1.18%	1.18%	Unchanged
28	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	65,785	$19.1m1.16%	1.16%	Unchanged
29	UBER TECHNOLOGIES INC COM UBER	UBER	260,583	$18.8m1.14%	1.14%	Added +50.0k	+50,000 23.7%
30	GILEAD SCIENCES INC COM GILD	GILD	144,900	$18.3m1.11%	1.11%	Added +25.0k	+25,000 20.9%
31	BOEING CO COM BA	BA	84,154	$18.2m1.10%	1.10%	Added +32.1k	+32,100 61.7%
32	APPLIED MATLS INC COM AMAT	AMAT	25,052	$18.1m1.10%	1.10%	Reduced -16.6k	-16,600 -39.9%
33	META PLATFORMS INC CL A META	META	32,000	$18.0m1.09%	1.09%	Unchanged
34	PEPSICO INC COM PEP	PEP	130,000	$17.6m1.07%	1.07%	Unchanged
35	AT&T INC COM T	T	774,639	$16.0m0.97%	0.97%	Unchanged
36	EXXON MOBIL CORP COM XOM	XOM	115,100	$15.7m0.95%	0.95%	Unchanged
37	TYLER TECHNOLOGIES INC COM TYL	TYL	51,681	$15.1m0.92%	0.92%	Added +5.0k	+5,000 10.7%
38	CHEVRON CORP NEW COM CVX	CVX	86,391	$14.3m0.87%	0.87%	Unchanged
39	AMERICAN ELEC PWR CO INC COM AEP	AEP	100,000	$13.7m0.83%	0.83%	Unchanged
40	REVOLUTION MEDICINES INC COM RVMD	RVMD	62,545	$11.7m0.71%	0.71%	Unchanged
41	NEXTNAV INC COMMON STOCK NN	NN	649,814	$11.6m0.70%	0.70%	Added +29.6k	+29,604 4.8%
42	IDEAYA BIOSCIENCES INC COM IDYA	IDYA	308,240	$11.5m0.70%	0.70%	Added +28.0k	+27,979 10.0%
43	MARAVAI LIFESCIENCES HLDGS I COM CL A MRVI	MRVI	1,716,193	$10.7m0.65%	0.65%	Unchanged
44	VEEVA SYS INC CL A COM VEEV	VEEV	58,006	$10.3m0.62%	0.62%	Unchanged
45	PFIZER INC COM PFE	PFE	405,808	$9.8m0.59%	0.59%	Reduced -100.0k	-100,000 -19.8%
46	ARISTA NETWORKS INC COM SHS ANET	ANET	55,142	$9.4m0.57%	0.57%	Reduced -70.0k	-70,000 -55.9%
47	ARS PHARMACEUTICALS INC COM SPRY	SPRY	1,133,046	$9.1m0.55%	0.55%	Added +405.9k	+405,892 55.8%
48	SERVICENOW INC COM NOW	NOW	85,000	$8.4m0.51%	0.51%	Added +25.0k	+25,000 41.7%
49	MASTERCARD INCORPORATED CL A MA	MA	15,000	$7.7m0.47%	0.47%	New
50	METLIFE INC COM MET	MET	90,327	$7.6m0.46%	0.46%	Unchanged
51	INDIE SEMICONDUCTOR INC CLASS A COM INDI	INDI	1,644,107	$7.4m0.45%	0.45%	Reduced -210.7k	-210,742 -11.4%
52	AMGEN INC COM AMGN	AMGN	20,000	$7.2m0.44%	0.44%	Reduced -10.0k	-10,000 -33.3%
53	ALAMOS GOLD INC NEW COM CL A AGI	AGI	236,219	$7.2m0.43%	0.43%	Added +25.0k	+25,000 11.8%
54	ARCOS DORADOS HOLDINGS INC SHS CLASS -A - ARCO	ARCO	860,178	$6.9m0.42%	0.42%	Reduced -90.0k	-90,000 -9.5%
55	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	30,611	$6.5m0.39%	0.39%	Unchanged
56	QUEST DIAGNOSTICS INC COM DGX	DGX	28,284	$6.0m0.36%	0.36%	New
57	UNIVERSAL DISPLAY CORP COM OLED	OLED	58,009	$5.0m0.30%	0.30%	Reduced -7.0k	-7,000 -10.8%
58	URANIUM ENERGY CORP COM UEC	UEC	454,890	$4.8m0.29%	0.29%	Unchanged
59	I-80 GOLD CORP COM IAUX	IAUX	3,361,767	$4.8m0.29%	0.29%	Added +1.9m	+1,861,767 124.1%
60	BLACKBERRY LTD COM BB	BB	331,996	$4.2m0.25%	0.25%	Reduced -695.0k	-695,000 -67.7%
61	ADAMS DIVERSIFIED EQUITY FD COM ADX	ADX	131,124	$3.4m0.20%	0.20%	Unchanged
62	ROYCE SMALL CAP TRUST INC COM RVT	RVT	150,877	$2.8m0.17%	0.17%	Unchanged
63	FIRST CAROLINA FINL SVCS INC COMMON STOCK FCBM	FCBM	207,606	$2.7m0.17%	0.17%	New
64	COLUMBIA BKG SYS INC COM COLB	COLB	85,556	$2.7m0.17%	0.17%	Reduced -50.0k	-50,000 -36.9%
65	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	13,700	$2.7m0.16%	0.16%	Unchanged
66	FERROGLOBE PLC SHS GSM	GSM	827,591	$2.6m0.16%	0.16%	Reduced -80.0k	-80,000 -8.8%
67	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	45,000	$2.5m0.15%	0.15%	Unchanged
68	VALNEVA SE SPONSORED ADS VALN	VALN	354,361	$1.9m0.11%	0.11%	Unchanged
69	CLEVELAND-CLIFFS INC NEW COM CLF	CLF	100,593	$944.6k0.06%	0.06%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NCR VOYIX CORPORATION VYX	VYX	669,912	$4.2m669.9k shares
EXPEDIA GROUP INC EXPE	EXPE	5,000	$1.2m5.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
SERVICENOW INC NOW · Call	NOW	Call	150,000	$15.8m150.0k shares	New
MASTERCARD INCORPORATED MA · Put	MA	Put	20,000	$10.0m20.0k shares	New
NOVO-NORDISK A S NVO · Call	NVO	Call	180,800	$9.0m180.8k shares	New
MARVELL TECHNOLOGY INC MRVL · Put	MRVL	Put	30,000	$5.7m30.0k shares	New