General American Investors Co Inc reported 63 positions worth $1.61B for the quarter ended Sep 30, 2026, up 1.3% on the prior quarter. It opened 4 new positions, added to 6, trimmed 14 and exited 3. Its largest holding is Asml Holding Nv at 6.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| UNH Unitedhealth Group Inc | +45.0K | – | $16.52M | 1.02% |
| DGX Quest Diagnostics Inc | +70.6K | +249.6% | $16.45M | 1.43% |
| CLS Celestica Inc | +23.2K | – | $8.39M | 0.52% |
| T At&T Inc. | +300.0K | +38.7% | $7.32M | 1.63% |
| NVDA Nvidia Corp | +30.0K | +14.6% | $6.85M | 3.34% |
| PAAS Pan American Silver Corp | +135.0K | – | $6.14M | 0.381% |
| LHX L3Harris Technologies, Inc. | +25.2K | +38.3% | $5.96M | 1.34% |
| AGI Alamos Gold Inc | +150.0K | +63.5% | $4.86M | 0.775% |
| INTC Intel Corp | +25.9K | – | $3.11M | 0.193% |
| NN Nextnav Inc. | +50.0K | +7.7% | $719.00K | 0.624% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SOLV Solventum Corp | -178.6K | -47.3% | $15.75M | 1.09% |
| D Dominion Energy, Inc | -145.0K | -50.0% | $8.78M | 0.544% |
| AMGN Amgen Inc | -20.0K | -100.0% | $7.24M | Exited |
| BB BLACKBERRY Ltd | -332.0K | -100.0% | $4.20M | Exited |
| ET Energy Transfer LP | -194.5K | -19.1% | $3.84M | 1.01% |
| ANET Arista Networks, Inc. | -15.0K | -27.2% | $3.05M | 0.507% |
| VEEV Veeva Systems Inc | -10.0K | -17.2% | $2.85M | 0.849% |
| COLB Columbia Banking System, Inc. | -85.6K | -100.0% | $2.74M | Exited |
| MRVL Marvell Technology, Inc. | -10.0K | -8.9% | $2.64M | 1.67% |
| MSFT Microsoft Corp | -5,000 | -3.8% | $2.56M | 4.02% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | ASML Asml Holding Nv | Technology | 55.0K | $99.64M | 6.18% | 0 | 0.0% | Unchanged | 0.01% |
| 2 | AAPL Apple Inc. | Technology | 260.7K | $86.82M | 5.38% | -5,000 | -1.9% | Reduced | 0% |
| 3 | BRK-A Berkshire Hathaway Inc | Financial Services | 110 | $82.17M | 5.09% | 0 | 0.0% | Unchanged | 0.02% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 291.0K | $72.50M | 4.49% | 0 | 0.0% | Unchanged | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 209.9K | $71.53M | 4.43% | 0 | 0.0% | Unchanged | 0% |
| 6 | RSG Republic Services, Inc. | Industrials | 335.6K | $70.44M | 4.37% | 0 | 0.0% | Unchanged | 0.11% |
| 7 | GEV GE Vernova Inc. | Industrials | 71.0K | $67.48M | 4.18% | 0 | 0.0% | Unchanged | 0.03% |
| 8 | MSFT Microsoft Corp | Technology | 126.4K | $64.83M | 4.02% | -5,000 | -3.8% | Reduced | 0% |
| 9 | TJX Tjx Companies Inc | Consumer Discretionary | 484.8K | $64.14M | 3.98% | 0 | 0.0% | Unchanged | 0.04% |
| 10 | NVDA Nvidia Corp | Technology | 236.0K | $53.89M | 3.34% | +30.0K | +14.6% | Added | 0% |
| 11 | ACGL Arch Capital Group Ltd. | Financial Services | 530.2K | $48.97M | 3.04% | 0 | 0.0% | Unchanged | 0.15% |
| 12 | AVGO Broadcom Inc. | Technology | 138.0K | $48.46M | 3% | 0 | 0.0% | Unchanged | 0% |
| 13 | EG Everest Group, Ltd. | Financial Services | 122.9K | $44.88M | 2.78% | 0 | 0.0% | Unchanged | 0.16% |
| 14 | AEM Agnico Eagle Mines Ltd | Basic Materials | 179.3K | $32.86M | 2.04% | 0 | 0.0% | Unchanged | 0.04% |
| 15 | COST Costco Wholesale Corp | Consumer Staples | 33.0K | $30.04M | 1.86% | 0 | 0.0% | Unchanged | 0.01% |
Tip. Select a row to see that position’s full history at General American Investors.
As of its Q3 2026 13F filing, General American Investors Co Inc’s five largest positions were Asml Holding Nv (ASML) at 6.2%, Apple Inc. (AAPL) at 5.4%, Berkshire Hathaway Inc (BRK-A) at 5.1%, Amazon Com Inc (AMZN) at 4.5%, Alphabet Inc. (GOOG) at 4.4% of the reported portfolio.
General American Investors Co Inc reported a 13F portfolio worth $1.61B across 63 positions for Q3 2026. That is up 1.3% from the previous quarter.
Its largest purchases by value were Unitedhealth Group Inc ($16.52M), Quest Diagnostics Inc ($16.45M), Celestica Inc ($8.39M). It opened 4 new positions.
Its largest sales by value were Solventum Corp ($15.75M), Dominion Energy, Inc ($8.78M), Amgen Inc ($7.24M). It exited 3 positions entirely.
From the Form 13F-HR reports General American Investors Co Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.