GENERAL AMERICAN INVESTORS CO INC
RIA/Wealth
GENERAL AMERICAN INVESTORS CO INC is a RIA/Wealth based in San Ramon, CA led by Larry Chaiya Lee, managing $1.6B across 67 long positions as of Q3 2025 with MSFT as the largest holding (6% allocation).
ChairmanLarry Chaiya Lee
- Portfolio Value
- $1.6B
- Positions
- 67
- Top Holding
- MSFT at 5.83%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in GENERAL AMERICAN INVESTORS CO INC's portfolio (44.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $93.2M | 5.83% | — | 0.00% 180.0K shares | |
Insurance - Diversified Financial Services | $83.0M | 5.19% | — | 0.01% 110.0 shares | |
Waste Management Industrials | $81.6M | 5.11% | — | 0.11% 355.6K shares | |
Apparel - Retail Consumer Cyclical | $75.9M | 4.75% | — | 0.05% 525.1K shares | |
Internet Content & Information Communication Services | $71.8M | 4.50% | — | 0.00% 294.9K shares | |
Consumer Electronics Technology | $71.5M | 4.47% | -$2.6M Sold | 0.00% 280.7K shares | |
Specialty Retail Consumer Cyclical | $62.8M | 3.93% | — | 0.00% 286.0K shares | |
Renewable Utilities Utilities | $61.5M | 3.85% | -$6.1M Sold | 0.04% 100.0K shares | |
Unknown Unknown | $60.0M | 3.76% | — | — 62.0K shares | |
Insurance - Diversified Financial Services | $54.4M | 3.41% | — | 0.16% 600.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in GENERAL AMERICAN INVESTORS CO INC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+217.56% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-65.67% | |
-54.87% | |
-48.9% | |
-33.33% |
Analytics
Portfolio insights and performance metrics for GENERAL AMERICAN INVESTORS CO INC
GthenA