GENERAL AMERICAN INVESTORS CO INC Portfolio Holdings
Q3 2025•67 long positions•$1.6B portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding68 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $93.2M 5.83% | — | 0.002% 180.0K shares | — | — | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $83.0M 5.19% | — | 0.008% 110.0 shares | — | — | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Waste Management Industrials | $81.6M 5.11% | — | 0.114% 355.6K shares | — | — | $71.6B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Apparel - Retail Consumer Cyclical | $75.9M 4.75% | — | 0.047% 525.1K shares | — | — | $160.86B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $71.8M 4.5% | — | 0.002% 294.9K shares | — | — | $2.95T Mega Cap | Q4 2016 Held for 8y 11m | |
Consumer Electronics Technology | $71.5M 4.47% | -$2.6M Sold | 0.002% 280.7K shares | 291.0K → 280.7K −$2.6M | -3.54% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $62.8M 3.93% | — | 0.003% 286.0K shares | — | — | $2.34T Mega Cap | Q4 2016 Held for 8y 11m | |
Renewable Utilities Utilities | $61.5M 3.85% | -$6.1M Sold | 0.037% 100.0K shares | 110.0K → 100.0K −$6.1M | -9.09% | $167.39B Large Cap | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $60.0M 3.76% | — | — 62.0K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Insurance - Diversified Financial Services | $54.4M 3.41% | — | 0.161% 600.0K shares | — | — | $33.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $53.8M 3.37% | -$8.9M Sold | 0.003% 163.0K shares | 190.0K → 163.0K −$8.9M | -14.21% | $1.56T Mega Cap | Q2 2021 Held for 4y 5m | |
Insurance - Reinsurance Financial Services | $50.5M 3.16% | — | 0.344% 144.3K shares | — | — | $14.7B Large Cap | Q4 2022 Held for 2y 11m | |
Gold Basic Materials | $40.5M 2.53% | -$11.0M Sold | 0.048% 240.0K shares | 305.0K → 240.0K −$11.0M | -21.31% | $84.7B Large Cap | Q2 2020 Held for 5y 5m | |
Uranium Energy | $36.8M 2.31% | -$1.3M Sold | 0.101% 439.2K shares | 454.2K → 439.2K −$1.3M | -3.3% | $36.5B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Discount Stores Consumer Defensive | $30.5M 1.91% | -$1.4M Sold | 0.007% 33.0K shares | 34.5K → 33.0K −$1.4M | -4.35% | $410.27B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Credit Services Financial Services | $30.5M 1.91% | — | 0.673% 243.4K shares | — | — | $4.5B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $30.0M 1.88% | — | 0.001% 161.0K shares | — | — | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $27.6M 1.73% | — | 0.012% 165.0K shares | — | — | $223.98B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Care Facilities Healthcare | $27.5M 1.72% | — | 0.218% 377.4K shares | — | — | $12.7B Large Cap | Q3 2024 Held for 1y 2m | |
Banks - Diversified Financial Services | $25.2M 1.58% | — | 0.003% 80.0K shares | — | — | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $23.5M 1.47% | — | 0.001% 32.0K shares | — | — | $1.84T Mega Cap | Q1 2018 Held for 7y 8m | |
Software - Application Technology | $23.2M 1.45% | +$1.6M Bought | 0.103% 44.4K shares | 41.4K → 44.4K +$1.6M | +7.25% | $22.6B Large Cap | Q1 2020 Held for 5y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $22.5M 1.41% | — | 0.012% 160.0K shares | — | — | $192.27B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Computer Hardware Technology | $22.0M 1.37% | -$2.0M Sold | 0.012% 150.7K shares | 164.7K → 150.7K −$2.0M | -8.5% | $183.14B Large Cap | Q2 2025 Held for 5 months | |
Aerospace & Defense Industrials | $21.6M 1.35% | — | — 70.8K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
Telecommunications Services Communication Services | $20.5M 1.28% | — | 0.01% 724.6K shares | — | — | $201.93B Mega Cap | Q1 2023 Held for 2y 8m | |
Banks - Regional Financial Services | $20.0M 1.25% | — | 0.065% 101.1K shares | — | — | $30.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Care Facilities Healthcare | $18.6M 1.16% | -$3.0M Sold | 0.104% 91.6K shares | 106.6K → 91.6K −$3.0M | -14.07% | $17.9B Large Cap | Q1 2023 Held for 2y 8m | |
Regulated Electric Utilities | $17.7M 1.11% | — | 0.034% 290.0K shares | — | — | $52.2B Large Cap | Q1 2024 Held for 1y 8m | |
Biotechnology Healthcare | $17.6M 1.1% | +$12.1M Bought | 0.03% 31.4K shares | 9.9K → 31.4K +$12.1M | +217.56% | $59.6B Large Cap | Q1 2021 Held for 4y 8m | |
Oil & Gas Midstream Energy | $17.5M 1.1% | — | 0.03% 1.0M shares | — | — | $58.9B Large Cap | Q1 2021 Held for 4y 8m | |
Drug Manufacturers - General Healthcare | $17.1M 1.07% | — | 0.008% 204.3K shares | — | — | $209.64B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $16.5M 1.03% | — | 0.003% 146.1K shares | — | — | $480.68B Mega Cap | Q1 2024 Held for 1y 8m | |
Gold Basic Materials | $16.5M 1.03% | — | 0.112% 472.4K shares | — | — | $14.7B Large Cap | Q2 2021 Held for 4y 5m | |
Software - Application Technology | $15.7M 0.985% | +$4.4M Bought | 0.008% 160.6K shares | 115.6K → 160.6K +$4.4M | +38.93% | $204.31B Mega Cap | Q2 2024 Held for 1y 5m | |
Travel Services Consumer Cyclical | $15.6M 0.979% | -$15.0M Sold | 0.059% 73.2K shares | 143.2K → 73.2K −$15.0M | -48.9% | $26.4B Large Cap | Q4 2020 Held for 4y 11m | |
Medical - Healthcare Information Services Healthcare | $14.3M 0.895% | — | 0.029% 48.0K shares | — | — | $48.8B Large Cap | Q3 2024 Held for 1y 2m | |
Internet Content & Information Communication Services | $14.0M 0.874% | -$2.0M Sold | 0.726% 977.0K shares | 1.1M → 977.0K −$2.0M | -12.79% | $1.9B Small Cap | Q1 2023 Held for 2y 8m | |
Information Technology Services Technology | $13.7M 0.856% | +$3.3M Bought | 0.789% 1.1M shares | 827.6K → 1.1M +$3.3M | +31.71% | $1.7B Small Cap | Q1 2025 Held for 8 months | |
Oil & Gas Integrated Energy | $13.4M 0.84% | — | 0.004% 86.4K shares | — | — | $312.88B Mega Cap | Q1 2020 Held for 5y 8m | |
Drug Manufacturers - General Healthcare | $13.3M 0.833% | — | 0.01% 119.9K shares | — | — | $137.73B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $12.9M 0.807% | -$254.8K Sold | 0.009% 505.8K shares | 515.8K → 505.8K −$254.8K | -1.94% | $144.87B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Life Financial Services | $11.6M 0.723% | -$1.6M Sold | 0.021% 140.3K shares | 160.3K → 140.3K −$1.6M | -12.47% | $54.8B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Regulated Electric Utilities | $11.3M 0.704% | +$11.3M New | 0.019% 100.0K shares | 0 → 100.0K +$11.3M | New | $60.2B Large Cap | Q3 2025 Held for 2 months | |
Medical - Diagnostics & Research Healthcare | $9.9M 0.62% | — | 0.007% 50.0K shares | — | — | $141.96B Large Cap | Q1 2023 Held for 2y 8m | |
Software - Application Technology | $9.5M 0.593% | -$4.7M Sold | 0.004% 40.0K shares | 60.0K → 40.0K −$4.7M | -33.33% | $225.62B Mega Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | $9.3M 0.584% | — | 0.137% 65.0K shares | — | — | $6.8B Mid Cap | Q3 2016 Held for 9y 2m | |
Semiconductors Technology | $8.5M 0.534% | — | 0.005% 41.7K shares | — | — | $163.10B Large Cap | Q4 2016 Held for 8y 11m | |
Drug Manufacturers - General Healthcare | $8.5M 0.53% | — | 0.006% 30.0K shares | — | — | $151.93B Large Cap | Q1 2024 Held for 1y 8m | |
Biotechnology Healthcare | $7.6M 0.477% | +$544.2K Bought | 0.32% 280.3K shares | 260.3K → 280.3K +$544.2K | +7.68% | $2.4B Mid Cap | Q3 2024 Held for 1y 2m |
