GENERAL AMERICAN INVESTORS CO INC Q2 2025 Filing
Filed August 1, 2025
Portfolio Value
$1.6T
Holdings
64
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (64 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corporation | 230,000 | $112.0B | 7.18% | Put |
| 2 | RSGRepublic Services, Inc. | 355,625 | $87.7B | 5.62% | |
| 3 | BRK-BBerkshire Hathaway Inc. - Clas | 110 | $80.2B | 5.14% | |
| 4 | TJXTJX Companies, Inc./The | 605,092 | $74.8B | 4.80% | Put |
| 5 | AAPLApple Inc. | 331,000 | $68.3B | 4.38% | Put |
| 6 | GEVGE Vernova Inc. | 130,000 | $67.8B | 4.34% | Put |
| 7 | AVGOBroadcom Inc. | 240,000 | $64.4B | 4.12% | Put |
| 8 | AMZNAmazon.com, Inc. | 286,000 | $62.7B | 4.02% | |
| 9 | ACGLArch Capital Group Ltd. | 600,000 | $54.6B | 3.50% | |
| 10 | GOOGAlphabet Inc. - Class C | 294,923 | $52.3B | 3.35% | |
| 11 | ASMLASML Holding N.V. | 62,000 | $49.7B | 3.18% | |
| 12 | REEverest Group, Ltd. | 144,286 | $49.0B | 3.14% | |
| 13 | CCOCameco Corporation | 594,230 | $42.5B | 2.72% | Put |
| 14 | AEMAgnico Eagle Mines Limited | 305,000 | $36.3B | 2.32% | |
| 15 | COSTCostco Wholesale Corporation | 34,500 | $34.2B | 2.19% | |
| 16 | NIJNelnet, Inc. - Class A | 243,415 | $29.5B | 1.89% | |
| 17 | SOLVSolventum Corporation | 377,350 | $28.6B | 1.83% | |
| 18 | NVDANVIDIA Corporation | 160,979 | $25.4B | 1.63% | |
| 19 | TYLTyler Technologies, Inc. | 41,381 | $24.5B | 1.57% | |
| 20 | EXPEExpedia Group, Inc. | 143,157 | $24.1B | 1.55% | |
| 21 | RTXRTX Corporation | 165,000 | $24.1B | 1.54% | |
| 22 | METAMeta Platforms, Inc. - Class A | 32,000 | $23.6B | 1.51% | |
| 23 | JPMJPMorgan Chase & Co. | 80,000 | $23.2B | 1.49% | |
| 24 | PEPPepsiCo, Inc. | 160,000 | $21.1B | 1.35% | |
| 25 | TAT&T Inc. | 724,639 | $21.0B | 1.34% | |
| 26 | MTBM&T Bank Corporation | 101,100 | $19.6B | 1.26% | |
| 27 | THCTenet Healthcare Corporation | 106,601 | $18.8B | 1.20% | |
| 28 | ETEnergy Transfer LP | 1,020,030 | $18.5B | 1.18% | |
| 29 | LHXL3Harris Technologies, Inc. | 70,785 | $17.8B | 1.14% | |
| 30 | KK0NextNav Inc. | 1,120,227 | $17.0B | 1.09% | |
| 31 | ANETArista Networks, Inc. | 164,679 | $16.8B | 1.08% | |
| 32 | DDominion Energy, Inc. | 290,000 | $16.4B | 1.05% | |
| 33 | CRMSalesforce, Inc. | 60,000 | $16.4B | 1.05% | |
| 34 | MRKMerck & Co., Inc. | 204,326 | $16.2B | 1.04% | |
| 35 | XOMExxon Mobil Corp | 146,100 | $15.7B | 1.01% | |
| 36 | VEEVVeeva Systems Inc. - Class A | 48,006 | $13.8B | 0.89% | |
| 37 | GILDGilead Sciences, Inc. | 119,900 | $13.3B | 0.85% | |
| 38 | METMetLife, Inc. | 160,327 | $12.9B | 0.83% | |
| 39 | AGIAlamos Gold Inc. - Class A | 472,438 | $12.5B | 0.80% | |
| 40 | PFEPfizer Inc. | 515,808 | $12.5B | 0.80% | |
| 41 | CVXChevron Corporation | 86,391 | $12.4B | 0.79% | |
| 42 | UBERUber Technologies, Inc. | 115,583 | $10.8B | 0.69% | |
| 43 | ADBEAdobe Inc. | 26,006 | $10.1B | 0.64% | |
| 44 | OLEDUniversal Display Corporation | 65,009 | $10.0B | 0.64% | |
| 45 | DHRDanaher Corporation | 50,010 | $9.9B | 0.63% | |
| 46 | VYXNCR Voyix Corporation | 827,556 | $9.7B | 0.62% | |
| 47 | AMGNAmgen Inc. | 30,000 | $8.4B | 0.54% | |
| 48 | AMATApplied Materials, Inc. | 41,652 | $7.6B | 0.49% | |
| 49 | U6ZUranium Energy Corp. | 1,107,974 | $7.5B | 0.48% | |
| 50 | INDIindie Semiconductor, Inc. - Cl | 1,846,921 | $6.6B | 0.42% | |
| 51 | ASTLAlgoma Steel Group Inc. | 816,056 | $5.6B | 0.36% | |
| 52 | RSPInvesco S&P Equal Weight | 30,611 | $5.6B | 0.36% | |
| 53 | IDYAIDEAYA Biosciences, Inc. | 260,261 | $5.5B | 0.35% | |
| 54 | REGNRegeneron Pharmaceuticals, Inc | 9,876 | $5.2B | 0.33% | |
| 55 | SIGASIGA Technologies, Inc. | 539,738 | $3.5B | 0.23% | |
| 56 | GSMFerroglobe PLC | 957,591 | $3.5B | 0.23% | |
| 57 | ARCOArcos Dorados Holdings Inc. - | 431,694 | $3.4B | 0.22% | |
| 58 | ADXAdams Diversified Equity Fund, | 131,124 | $2.8B | 0.18% | |
| 59 | IAUi-80 Gold Corp. | 4,226,993 | $2.5B | 0.16% | |
| 60 | RVTRoyce Value Trust, Inc. | 150,877 | $2.3B | 0.15% | |
| 61 | VOEVanguard Mid-Cap Value Index F | 13,700 | $2.3B | 0.14% | |
| 62 | VALNValneva SE - ADR | 354,361 | $2.0B | 0.13% | |
| 63 | CLFCleveland-Cliffs Inc. | 243,593 | $1.9B | 0.12% | |
| 64 | NOBLProshares S&P 500 Dividend Ari | 17,500 | $1.8B | 0.11% |