StockDriftsStockDriftsTop 50 General American Investors CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML Holding N.V. | 6.63% | 55.0K | $109.4M | +0.00%(+0) | $190.37(+881.15%) | 2026-06-30 | |
| GEV | GE Vernova Inc. | 5.06% | 71.0K | $83.4M | -21.98%(-20.00K) | $183.69(+488.45%) | 2026-06-30 | |
| BRK.A | Berkshire Hathaway Inc. | 4.99% | 110 | $82.4M | +0.00%(+0) | $366082.88(+104.16%) | 2026-06-30 | |
| AAPL | Apple Inc. | 4.66% | 265.7K | $76.9M | +0.00%(+0) | $48.19(+533.74%) | 2026-06-30 | |
| GOOG | Alphabet Inc. - Class C | 4.5% | 209.9K | $74.2M | +0.00%(+0) | $45.68(+650.12%) | 2026-06-30 | |
| TJX | TJX Companies, Inc./The | 4.45% | 484.8K | $73.4M | +0.00%(+0) | $9.21(+1548.86%) | 2026-06-30 | |
| RSG | Republic Services, Inc. | 4.34% | 335.6K | $71.5M | +0.00%(+0) | $31.13(+589.75%) | 2026-06-30 | |
| AMZN | Amazon.com, Inc. | 4.2% | 291.0K | $69.4M | +1.75%(+5.00K) | $54.36(+382.93%) | 2026-06-30 | |
| AVGO | Broadcom Inc. | 3.16% | 138.0K | $52.1M | +0.00%(+0) | $53.25(+639.50%) | 2026-06-30 | |
| ACGL | Arch Capital Group Ltd. | 3.12% | 530.2K | $51.5M | +0.00%(+0) | $12.43(+694.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.70% | +89.28% | +16.48% | +114.44% |
| Top 20 Holdings Unweighted | +25.87% | +99.40% | +17.48% | +123.77% |
General American Investors CO INC reports $1.69B in US-listed equity holdings across 69 positions in its most recent 13F filing. Its largest disclosed positions are ASML (6.6%), GEV (5.1%) and BRK.A (5.0%). The top 20 holdings account for 66.38% of reported assets. Its disclosed equity book has returned +89.28% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from General American Investors CO INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 40417). View General American Investors CO INC’s 13F filings on SEC