GENERAL AMERICAN INVESTORS CO INC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$1.8B
Holdings
68
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (68 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corporation | 320,000 | $152.0M | 8.58% | Put |
| 2 | GOOGAlphabet Inc. - Class C | 394,923 | $122.0M | 6.88% | Put |
| 3 | TJXTJX Companies, Inc./The | 625,092 | $94.0M | 5.30% | Put |
| 4 | AAPLApple Inc. | 325,705 | $87.0M | 4.91% | Put |
| 5 | BRK-BBerkshire Hathaway Inc. - Clas | 110 | $83.0M | 4.68% | |
| 6 | RSGRepublic Services, Inc. | 355,625 | $75.0M | 4.23% | |
| 7 | AMZNAmazon.com, Inc. | 286,000 | $66.0M | 3.72% | |
| 8 | ASMLASML Holding N.V. | 62,000 | $66.0M | 3.72% | |
| 9 | GEVGE Vernova Inc. | 100,000 | $65.0M | 3.67% | |
| 10 | ACGLArch Capital Group Ltd. | 600,000 | $57.0M | 3.22% | |
| 11 | AVGOBroadcom Inc. | 143,000 | $49.0M | 2.77% | |
| 12 | REEverest Group, Ltd. | 129,196 | $43.0M | 2.43% | |
| 13 | CCOCameco Corporation | 464,230 | $42.0M | 2.37% | Put |
| 14 | RTXRTX Corporation | 192,200 | $34.0M | 1.92% | Put |
| 15 | EXPEExpedia Group, Inc. | 123,157 | $34.0M | 1.92% | Put |
| 16 | NIJNelnet, Inc. - Class A | 243,415 | $32.0M | 1.81% | |
| 17 | SOLVSolventum Corporation | 400,050 | $30.0M | 1.69% | Put |
| 18 | AEMAgnico Eagle Mines Limited | 179,272 | $30.0M | 1.69% | |
| 19 | NVDANVIDIA Corporation | 160,979 | $30.0M | 1.69% | |
| 20 | COSTCostco Wholesale Corporation | 33,000 | $28.0M | 1.58% | |
| 21 | JPMJPMorgan Chase & Co. | 80,000 | $25.0M | 1.41% | |
| 22 | REGNRegeneron Pharmaceuticals, Inc | 31,362 | $24.0M | 1.35% | |
| 23 | METAMeta Platforms, Inc. - Class A | 32,000 | $21.0M | 1.19% | |
| 24 | MRKMerck & Co., Inc. | 204,326 | $21.0M | 1.19% | |
| 25 | TYLTyler Technologies, Inc. | 46,681 | $21.0M | 1.19% | |
| 26 | MTBM&T Bank Corporation | 101,100 | $20.0M | 1.13% | |
| 27 | PEPPepsiCo, Inc. | 140,000 | $20.0M | 1.13% | |
| 28 | LHXL3Harris Technologies, Inc. | 70,785 | $20.0M | 1.13% | |
| 29 | TAT&T Inc. | 724,639 | $18.0M | 1.02% | |
| 30 | ANETArista Networks, Inc. | 140,679 | $18.0M | 1.02% | |
| 31 | XOMExxon Mobil Corporation | 146,100 | $17.0M | 0.96% | |
| 32 | DDominion Energy, Inc. | 290,000 | $16.0M | 0.90% | |
| 33 | ETEnergy Transfer LP | 1,020,030 | $16.0M | 0.90% | |
| 34 | GILDGilead Sciences, Inc. | 119,900 | $14.0M | 0.79% | |
| 35 | METMetLife, Inc. | 190,327 | $14.0M | 0.79% | Put |
| 36 | CVXChevron Corporation | 86,391 | $13.0M | 0.73% | |
| 37 | UBERUber Technologies, Inc. | 160,583 | $13.0M | 0.73% | |
| 38 | KK0NextNav Inc. | 800,210 | $13.0M | 0.73% | |
| 39 | VYXNCR Voyix Corporation | 1,180,314 | $12.0M | 0.68% | |
| 40 | ONTOOnto Innovation Inc | 80,000 | $12.0M | 0.68% | |
| 41 | PFEPfizer Inc. | 505,808 | $12.0M | 0.68% | |
| 42 | AEPAmerican Electric Power Compan | 100,000 | $11.0M | 0.62% | |
| 43 | VEEVVeeva Systems Inc. - Class A | 48,006 | $10.0M | 0.56% | |
| 44 | AMATApplied Materials, Inc. | 41,652 | $10.0M | 0.56% | |
| 45 | THCTenet Healthcare Corporation | 60,000 | $10.0M | 0.56% | Put |
| 46 | AMGNAmgen Inc. | 30,000 | $9.0M | 0.51% | |
| 47 | IDYAIDEAYA Biosciences, Inc. | 280,261 | $9.0M | 0.51% | |
| 48 | AGIAlamos Gold Inc. - Class A | 241,219 | $9.0M | 0.51% | |
| 49 | U6ZUranium Energy Corp. | 700,000 | $7.0M | 0.40% | Put |
| 50 | CRMSalesforce, Inc. | 30,000 | $7.0M | 0.40% | |
| 51 | OLEDUniversal Display Corporation | 65,009 | $7.0M | 0.40% | |
| 52 | ARCOArcos Dorados Holdings Inc. Cl | 950,178 | $6.0M | 0.34% | |
| 53 | SPRYARS Pharmaceuticals Inc | 559,959 | $6.0M | 0.34% | |
| 54 | INDIindie Semiconductor, Inc. - Cl | 1,954,849 | $6.0M | 0.34% | |
| 55 | RVMDRevolution Medicines Inc | 64,045 | $5.0M | 0.28% | |
| 56 | MRVIMaravai LifeSciences Holdings, | 1,585,316 | $5.0M | 0.28% | |
| 57 | IAUi-80 Gold Corp. | 3,474,389 | $5.0M | 0.28% | |
| 58 | RSPInvesco S&P Equal Weight | 30,611 | $5.0M | 0.28% | |
| 59 | GSMFerroglobe PLC | 957,591 | $4.0M | 0.23% | |
| 60 | MRVLMarvell Technology, Inc. | 50,000 | $4.0M | 0.23% | |
| 61 | COLBColumbia Banking System Inc. | 165,556 | $4.0M | 0.23% | |
| 62 | VALNValneva SE - ADR | 354,361 | $3.0M | 0.17% | |
| 63 | ADXAdams Diversified Equity Fund, | 131,124 | $3.0M | 0.17% | |
| 64 | BBBlackBerry Ltd | 1,026,996 | $3.0M | 0.17% | |
| 65 | RVTRoyce Value Trust, Inc. | 150,877 | $2.0M | 0.11% | |
| 66 | VOEVanguard Mid-Cap Value Index F | 13,700 | $2.0M | 0.11% | |
| 67 | NOBLProshares S&P 500 Dividend Ari | 22,500 | $2.0M | 0.11% | |
| 68 | CLFCleveland-Cliffs Inc. | 100,593 | $1.0M | 0.06% |