GENERAL AMERICAN INVESTORS CO INC

Fundamental diversified ★Signal CIK 40417
League rank
#601
in Fundamental diversified · #4333 overall
Long book
$1.51B
Q1 2026
Positions
68
Top-10 weight
44%
concentration
Last quarter
+10.9%
SPY +14.8%
Turnover
6%
of book per quarter

Strategy in plain words

auto-generated from filings

GENERAL AMERICAN INVESTORS CO INC is a diversified fundamental manager, running a $1.51B US long book across 68 positions.

The portfolio is moderately concentrated (top 10 ≈ 44% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: GE VERNOVA INC, BERKSHIRE HATHAWAY INC-CL A, TJX COMPANIES INC, REPUBLIC SERVICES INC, ASML HOLDING NV-NY REG SHS.

Over the last 9 quarters its long book ran on average 0.5pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+5.7%
Q2 2024
+4.1%
Q3 2024
+0.5%
Q4 2024
-0.5%
Q1 2025
+10.1%
Q2 2025
+9.9%
Q3 2025
+3.6%
Q4 2025
+1.1%
Q1 2026
+10.9%

Sector allocation

Technology
26%
Financials
17%
Industrials
13%
Consumer discretionary
12%
Healthcare
9%
Utilities
8%
Materials
7%
Energy
3%

Long book by quarter

$1.35B
Q1 2024
$1.40B
Q2 2024
$1.44B
Q3 2024
$1.40B
Q4 2024
$1.35B
Q1 2025
$1.49B
Q2 2025
$1.60B
Q3 2025
$1.61B
Q4 2025
$1.51B
Q1 2026

What does GENERAL AMERICAN own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
GEV GE VERNOVA INCIndustrials91.0K$79.4M5.3%-9.0%
BRK/A BERKSHIRE HATHAWAY INC-CL AFinancials110$79.0M5.2%Held
TJX TJX COMPANIES INCConsumer discretionary484.8K$77.4M5.1%-7.7%
RSG REPUBLIC SERVICES INCUtilities335.6K$73.5M4.9%-5.6%
ASML ASML HOLDING NV-NY REG SHSIndustrials55.0K$72.6M4.8%-11.3%
AAPL APPLE INCTechnology265.7K$67.4M4.5%-3.6%
GOOG ALPHABET INC-CL CTechnology209.9K$60.2M4.0%-28.8%
AMZN AMAZON.COM INCConsumer discretionary286.0K$59.6M3.9%Held
ACGL ARCH CAPITAL GROUP LTDFinancials530.2K$50.9M3.4%-11.6%
MSFT MICROSOFT CORPTechnology126.4K$46.8M3.1%-29.8%
AVGO BROADCOM INCTechnology138.0K$42.7M2.8%-3.5%
EG EVEREST GROUP LTDFinancials129.2K$42.2M2.8%Held
AEM AGNICO EAGLE MINES LTDMaterials189.3K$38.4M2.5%+5.6%
CCJ CAMECO CORPMaterials339.2K$36.8M2.4%-12.8%
COST COSTCO WHOLESALE CORPConsumer discretionary33.0K$32.9M2.2%Held
NNI NELNET INC-CL AFinancials234.0K$30.2M2.0%-3.9%
RTX RTX CORPIndustrials150.0K$28.9M1.9%-3.2%
NVDA NVIDIA CORPTechnology161.0K$28.1M1.9%Held
SOLV SOLVENTUM CORPHealthcare377.4K$24.6M1.6%Held
MRK MERCK & CO. INC.Healthcare204.3K$24.6M1.6%Held
REGN REGENERON PHARMACEUTICALSHealthcare31.4K$24.2M1.6%Held
JPM JPMORGAN CHASE & COFinancials80.0K$23.5M1.6%Held
LHX L3HARRIS TECHNOLOGIES INCTechnology65.8K$22.7M1.5%-7.1%
T AT&T INCCommunications774.6K$22.5M1.5%+6.9%
MTB M & T BANK CORPFinancials101.1K$20.9M1.4%Held
PEP PEPSICO INCConsumer staples130.0K$20.2M1.3%-7.1%
ET ENERGY TRANSFER LPUtilities1.0M$19.7M1.3%Held
XOM EXXON MOBIL CORPEnergy115.1K$19.5M1.3%-21.2%
META META PLATFORMS INC-CLASS ATechnology32.0K$18.3M1.2%Held
D DOMINION ENERGY INCUtilities290.0K$17.9M1.2%Held
CVX CHEVRON CORPEnergy86.4K$17.9M1.2%Held
GILD GILEAD SCIENCES INCHealthcare119.9K$16.7M1.1%Held
ONTO ONTO INNOVATION INCOther80.0K$16.4M1.1%Held
TYL TYLER TECHNOLOGIES INCTechnology46.7K$16.0M1.1%Held
ANET ARISTA NETWORKS INCTechnology125.1K$15.4M1.0%-11.0%
UBER UBER TECHNOLOGIES INCServices media210.6K$15.1M1.0%+31.1%
MRVL MARVELL TECHNOLOGY INCTechnology152.0K$15.1M1.0%+204.0%
AMAT APPLIED MATERIALS INCTechnology41.7K$14.2M0.9%Held
PFE PFIZER INCHealthcare505.8K$14.2M0.9%Held
AEP AMERICAN ELECTRIC POWERUtilities100.0K$13.1M0.9%Held
AMGN AMGEN INCHealthcare30.0K$10.6M0.7%Held
BA BOEING CO/THEIndustrials52.1K$10.4M0.7%New
VEEV VEEVA SYSTEMS INC-CLASS ATechnology58.0K$10.2M0.7%+20.8%
NN NEXTNAV INCTechnology620.2K$9.9M0.7%-22.5%
AGI ALAMOS GOLD INC-CLASS AMaterials211.2K$9.4M0.6%-12.4%
IDYA IDEAYA BIOSCIENCES INCHealthcare280.3K$9.3M0.6%Held
ARCO ARCOS DORADOS HOLDINGS INC-AConsumer discretionary950.2K$7.8M0.5%Held
MET METLIFE INCFinancials90.3K$6.4M0.4%-35.6%
NOW SERVICENOW INCTechnology60.0K$6.3M0.4%New
UEC URANIUM ENERGY CORPMaterials454.9K$6.1M0.4%-9.0%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 1, 202669$1.52B canonicalSEC ↗
Q4 202513F-HRFeb 13, 202681$1.77B canonicalSEC ↗
Q3 202513F-HROct 31, 202580$1.73B canonicalSEC ↗
Q2 202513F-HRAug 1, 202571$1.56B canonicalSEC ↗
Q1 202513F-HRMay 2, 202567$1.37B canonicalSEC ↗
Q4 202413F-HRFeb 14, 202564$1.44B canonicalSEC ↗
Q3 202413F-HROct 31, 202471$1.45B canonicalSEC ↗
Q2 202413F-HRAug 5, 202472$1.44B canonicalSEC ↗
Q1 202413F-HRMay 3, 202475$1.40B canonicalSEC ↗