General American Investors Co Inc holds a diversified book of 69 stocks worth $1.6B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Mastercard Inc - A and trimmed Ge Vernova Inc. Their largest long position is ASML Holding NV-NY Reg SHS at 7% of the equity book. They also disclosed $15.7M in put options (a bearish bet) and $24.8M in call options (bullish), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/40417/holdings"
Use Arkolith to show GENERAL AMERICAN INVESTORS CO INC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | ASML Holding N.V. COM | $109.4M | 55.0K | 6.6% | —Held | |
| 2 | GE Vernova Inc. COM | $83.4M | 71.0K | 5.1% | ▼−22% Reduced · −20K sh | |
| 3 | Berkshire Hathaway Inc. COM | $82.4M | 110 | 5.0% | —Held | |
| 4 | Apple Inc. COM | $76.9M | 265.7K | 4.7% | —Held | |
| 5 | Alphabet Inc. - Class C COM | $74.2M | 209.9K | 4.5% | —Held | |
| 6 | TJX Companies, Inc. COM | $73.4M | 484.8K | 4.5% | —Held | |
| 7 | Republic Services, Inc. COM | $71.5M | 335.6K | 4.3% | —Held | |
| 8 | Amazon.com, Inc. COM | $69.4M | 291.0K | 4.2% | ▲+1.7% Added · +5K sh | |
| 9 | Broadcom Inc. COM | $52.1M | 138.0K | 3.2% | —Held | |
| 10 | Arch Capital Group Ltd. COM | $51.5M | 530.2K | 3.1% | —Held | |
| 11 | Microsoft Corporation COM | $49.0M | 131.4K | 3.0% | ▲+4.0% Added · +5K sh | |
| 12 | Everest Group, Ltd. COM | $43.9M | 122.9K | 2.7% | ▼−4.9% Reduced · −6K sh | |
| 13 | NVIDIA Corporation COM | $41.2M | 206.0K | 2.5% | ▲+28% Added · +45K sh | |
| 14 | Cameco Corporation COM | $34.6M | 339.2K | 2.1% | —Held | |
| 15 | Marvell Technology, Inc. COM | $33.4M | 112.0K | 2.0% | ▼−26% Reduced · −40K sh | |
| 16 | Costco Wholesale Corporation COM | $30.9M | 33.0K | 1.9% | —Held | |
| 17 | Nelnet, Inc. - Class A COM | $30.8M | 231.0K | 1.9% | ▼−1.3% Reduced · −3K sh | |
| 18 | RTX Corporation COM | $30.4M | 160.0K | 1.8% | ▲+6.7% Added · +10K sh | |
| 19 | Solventum Corporation COM | $29.1M | 377.4K | 1.8% | —Held | |
| 20 | Agnico Eagle Mines Limited COM | $27.8M | 179.3K | 1.7% | ▼−5.3% Reduced · −10K sh | |
| 21 | Merck & Co., Inc. COM | $26.3M | 204.3K | 1.6% | —Held | |
| 22 | JPMorgan Chase & Co. COM | $26.2M | 80.0K | 1.6% | —Held | |
| 23 | M&T Bank Corporation COM | $24.1M | 101.1K | 1.5% | —Held | |
| 24 | Onto Innovation Inc. COM | $22.7M | 60.0K | 1.4% | ▼−25% Reduced · −20K sh | |
| 25 | Regeneron Pharmaceuticals, Inc COM | $22.7M | 36.4K | 1.4% | ▲+16% Added · +5K sh | |
| 26 | Dominion Energy, Inc. COM | $19.8M | 290.0K | 1.2% | —Held | |
| 27 | Energy Transfer LP COM | $19.5M | 1.02M | 1.2% | —Held | |
| 28 | L3Harris Technologies, Inc. COM | $19.1M | 65.8K | 1.2% | —Held | |
| 29 | Uber Technologies, Inc. COM | $18.8M | 260.6K | 1.1% | ▲+24% Added · +50K sh | |
| 30 | Gilead Sciences, Inc. COM | $18.3M | 144.9K | 1.1% | ▲+21% Added · +25K sh | |
| 31 | Boeing Company COM | $18.2M | 84.2K | 1.1% | ▲+62% Added · +32K sh | |
| 32 | Applied Materials, Inc. COM | $18.1M | 25.1K | 1.1% | ▼−40% Reduced · −17K sh | |
| 33 | Meta Platforms, Inc. - Class A COM | $18.0M | 32.0K | 1.1% | —Held | |
| 34 | PepsiCo, Inc. COM | $17.6M | 130.0K | 1.1% | —Held | |
| 35 | AT&T Inc. COM | $16.0M | 774.6K | 1.0% | —Held | |
| 36 | Exxon Mobil Corporation COM | $15.7M | 115.1K | 1.0% | —Held | |
| 37 | Tyler Technologies, Inc. COM | $15.1M | 51.7K | 0.9% | ▲+11% Added · +5K sh | |
| 38 | Chevron Corporation COM | $14.3M | 86.4K | 0.9% | —Held | |
| 39 | American Electric Power Co COM | $13.7M | 100.0K | 0.8% | —Held | |
| 40 | Revolution Medicines, Inc. COM | $11.7M | 62.5K | 0.7% | —Held | |
| 41 | NextNav Inc. COM | $11.6M | 649.8K | 0.7% | ▲+4.8% Added · +30K sh | |
| 42 | IDEAYA Biosciences, Inc. COM | $11.5M | 308.2K | 0.7% | ▲+10.0% Added · +28K sh | |
| 43 | Maravai LifeSciences Holdings COM | $10.7M | 1.72M | 0.6% | —Held | |
| 44 | Veeva Systems Inc. - Class A COM | $10.3M | 58.0K | 0.6% | —Held | |
| 45 | Pfizer Inc. COM | $9.8M | 405.8K | 0.6% | ▼−20% Reduced · −100K sh | |
| 46 | Arista Networks, Inc. COM | $9.4M | 55.1K | 0.6% | ▼−56% Reduced · −70K sh | |
| 47 | ARS Pharmaceuticals Inc COM | $9.1M | 1.13M | 0.6% | ▲+56% Added · +406K sh | |
| 48 | ServiceNow, Inc. COM | $8.4M | 85.0K | 0.5% | ▲+42% Added · +25K sh | |
| 49 | Mastercard Inc. COM | $7.7M | 15.0K | 0.5% | ▲New New position | |
| 50 | MetLife, Inc. COM | $7.6M | 90.3K | 0.5% | —Held |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | SERVICENOW INCNOW | $15.8M | 150K |
| PUT · bearish | MASTERCARD INC - AMA | $10.0M | 20K |
| CALL · bullish | NOVO-NORDISK A/S-SPONS ADRNVO | $9.0M | 181K |
| PUT · bearish | MARVELL TECHNOLOGY INCMRVL | $5.7M | 30K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 74 | $1.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 69 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 81 | $1.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 80 | $1.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 1, 2025 | 71 | $1.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 67 | $1.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 64 | $1.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 71 | $1.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.