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13F holdings · Q3 2026

General American Investors Co

New York, NY · files as General American Investors Co Inc
Filed
Holdings as of Sep 30, 2026Filed Nov 2, 2026Next filing due Feb 15, 2027CIK 40417

General American Investors Co reported 70 stocks worth $1.7B in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are ASML (6.0%), AAPL (5.2%) and BRK.A (4.9%). Compared with Q2 2026, the fund opened new positions in XOM, UNH and CLS, added to NVDA, T and DGX, trimmed AAPL, MSFT and RTX and sold out of XOM, AMGN and BB.

Reported value$1.7B+1.0% vs last quarter · $1.7B including options
Stocks held705 new · 4 sold out
Top 5 weight24.8%spread out
Turnover11%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
ASML
Asml Holding N V
$99.6M6.0%55KNo change8 of 8
2
AAPL
Apple Inc
$86.8M5.2%261K−5,000 (−2%)8 of 8
3
BRK.A
Berkshire Hathaway Inc Dclass A
$82.2M4.9%110No change8 of 8
4
AMZN
Amazon Com Inc
$72.5M4.3%291KNo change8 of 8
5
GOOG
Alphabet Inc
$71.5M4.3%210KNo change8 of 8
6
RSG
Republic Svcs Inc
$70.4M4.2%336KNo change8 of 8
7
GEV
GE Vernova Inc
$67.5M4.0%71KNo change8 of 8
8
MSFT
Microsoft Corp
$64.8M3.9%126K−5,000 (−4%)8 of 8
9
TJX
Tjx Cos Inc New
$64.1M3.9%485KNo change8 of 8
10
NVDA
Nvidia Corporation
$53.9M3.2%236K+30K (+15%)8 of 8
🔒 60 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
XOM
Exxon Mobil Corp
$15.7M115K
AMGN
Amgen Inc
$7.2M20K
BB
Blackberry Ltd
$4.2M332K
COLB
Columbia Bkg Sys Inc
$2.7M86K

Options

valued at the underlying shares
StockTypeValueSharesChange
AAPL
Apple Inc
Put$28.4M90K+90,000
MRK
Merck & Co Inc
Put$9.4M65K+65,000
NOW
Servicenow Inc
Put$5.6M40K+40,000

Reported value

last 8 quarters
$1.4BQ4 '24
$1.3BQ1 '25
$1.5BQ2 '25
$1.6BQ3 '25
$1.6BQ4 '25
$1.5BQ1 '26
$1.6BQ2 '26
$1.7BQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Nov 2, 202613F-HRQ3 2026SEC filing ↗

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General American Investors Co 13F FAQ

What does General American Investors Co own?

General American Investors Co reported 70 stocks worth $1.7B in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are ASML (6.0%), AAPL (5.2%) and BRK.A (4.9%). The table above lists every position in the filing (the top 10 without an account).

What did General American Investors Co buy and sell in Q3 2026?

Compared with Q2 2026: 5 new positions, 6 added to, 14 trimmed and 4 sold out. New positions include XOM, UNH and CLS. It sold all of XOM, AMGN and BB.

When will General American Investors Co file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is General American Investors Co's portfolio worth?

The Q3 2026 filing reports $1.7B in US stocks ($1.7B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.