1y return+24.5%S&P 500 +20.9%
3y return+78.7%S&P 500 +68.5%
5y return+98.2%S&P 500 +74.5%
10y return+299.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $399 against $357 in the S&P 500.2
General American Investors Co IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ASML Holding N.V.CUSIP N07059210 | $109.4M | 6.6% | |
| GEVGE Vernova Inc. | $83.4M | 5.1% | −22.0% |
| BRK/ABerkshire Hathaway Inc. | $82.4M | 5.0% | |
| AAPLApple Inc. | $76.9M | 4.7% | |
| GOOGAlphabet Inc. - Class C | $74.2M | 4.5% | |
| TJXTJX Companies, Inc./The | $73.4M | 4.5% | |
| RSGRepublic Services, Inc. | $71.5M | 4.3% | |
| AMZNAmazon.com, Inc. | $69.4M | 4.2% | +1.7% |
| AVGOBroadcom Inc. | $52.1M | 3.2% | |
| Arch Capital Group Ltd.CUSIP G0450A105 | $51.5M | 3.1% | |
| MSFTMicrosoft Corporation | $49.0M | 3.0% | +4.0% |
| Everest Group, Ltd.CUSIP G3223R108 | $43.9M | 2.7% | −4.9% |
| NVDANVIDIA Corporation | $41.2M | 2.5% | +28.0% |
| CCJCameco Corporation | $34.6M | 2.1% | |
| MRVLMarvell Technology, Inc. | $33.4M | 2.0% | −26.3% |
| COSTCostco Wholesale Corporation | $30.9M | 1.9% | |
| NNINelnet, Inc. - Class A | $30.8M | 1.9% | −1.3% |
| RTXRTX Corporation | $30.4M | 1.8% | +6.7% |
| SOLVSolventum Corporation | $29.1M | 1.8% | |
| AEMAgnico Eagle Mines Limited | $27.8M | 1.7% | −5.3% |
| MRKMerck & Co., Inc. | $26.3M | 1.6% | |
| JPMJPMorgan Chase & Co. | $26.2M | 1.6% | |
| MTBM&T Bank Corporation | $24.1M | 1.5% | |
| ONTOOnto Innovation Inc. | $22.7M | 1.4% | −25.0% |
| REGNRegeneron Pharmaceuticals, Inc | $22.7M | 1.4% | +15.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Materials, Inc. | June 30, 2020 | +1096.1% | $18.1M |
| CCJCameco Corporation | June 30, 2020 | +893.7% | $34.6M |
| AVGOBroadcom Inc. | June 30, 2021 | +692.2% | $52.1M |
| GEVGE Vernova Inc. | June 30, 2024 | +585.0% | $83.4M |
| ASML Holding N.V.CUSIP N07059210 | June 30, 2020 | +440.6% | $109.4M |
| GOOGAlphabet Inc. - Class C | June 30, 2020 | +399.9% | $74.2M |
| JPMJPMorgan Chase & Co. | June 30, 2020 | +248.0% | $26.2M |
| Arch Capital Group Ltd.CUSIP G0450A105 | June 30, 2020 | +238.8% | $51.5M |
| AAPLApple Inc. | June 30, 2020 | +217.3% | $76.9M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $30.9M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.0% | +14.8% |
| March 31, 2026 | +0.8% | −4.6% |
| December 31, 2025 | +3.3% | +2.4% |
| September 30, 2025 | +9.6% | +7.8% |
| June 30, 2025 | +9.7% | +10.5% |
| March 31, 2025 | +0.1% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +3.8% | +5.4% |
| June 30, 2024 | +5.2% | +4.0% |
| March 31, 2024 | +10.4% | +10.0% |
| December 31, 2023 | +10.7% | +11.2% |
| September 30, 2023 | −2.0% | −3.6% |
| June 30, 2023 | +8.5% | +8.3% |
| March 31, 2023 | +7.7% | +7.0% |
| December 31, 2022 | +9.5% | +7.1% |
| September 30, 2022 | −3.4% | −5.3% |
| June 30, 2022 | −16.9% | −16.5% |
| March 31, 2022 | −1.3% | −4.9% |
| December 31, 2021 | +9.8% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: General American Investors Co Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=40417&type=13F-HR&dateb=&owner=include&count=40CIK 40417
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/40417/000004041726000045/Filed July 31, 2026 · accession 0000040417-26-000045