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Holdings (Monthly) Guide ↗

General American Investors Company, Inc.

Monthly Holdings $2.0B AUM 14 positions Period Jun 2026 Filed Jul 31, 2026 EDGAR ↗ ← All Funds
All 12 New 16 Added 14 Reduced 2 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 GE Vernova Inc. 36828A101 Jun 2026 71,000 -20,000 $83.4M +5.0% 4.81% EC
2 Everest Group, Ltd. G3223R108 Mar 2026 122,909 -6,287 $43.9M +4.0% 2.53% EC
3 Marvell Technology, Inc. 573874104 Jun 2026 112,000 -40,000 $33.4M +121.6% 1.92% EC
4 Nelnet, Inc. - Class A 64031N108 Mar 2026 230,998 -3,028 $30.8M +2.1% 1.77% EC
5 Agnico Eagle Mines Limited 008474108 Mar 2026 179,272 -10,000 $27.8M -27.6% 1.60% EC
6 Onto Innovation Inc. 683344105 Jun 2026 60,000 -20,000 $22.7M +38.4% 1.31% EC
7 Applied Materials, Inc. 038222105 Mar 2026 25,052 -16,600 $18.1M +27.2% 1.04% EC
8 Pfizer Inc. 717081103 Mar 2026 405,808 -100,000 $9.8M -31.2% 0.56% EC
9 Arista Networks, Inc. 040413205 Jun 2026 55,142 -70,000 $9.4M -39.0% 0.54% EC
10 indie Semiconductor, Inc. - Class A 45569U101 Jun 2026 1,644,107 -210,742 $7.4M +23.6% 0.43% EC
11 Amgen Inc. 031162100 Jun 2026 20,000 -10,000 $7.2M -31.4% 0.42% EC
12 Arcos Dorados Holdings Inc. - Class A G0457F107 Jun 2026 860,178 -90,000 $6.9M -11.6% 0.40% EC
13 Universal Display Corporation 91347P105 Mar 2026 58,009 -7,000 $5.0M -15.7% 0.29% EC
14 Ferroglobe PLC G33856108 Jun 2026 827,591 -80,000 $2.6M -29.6% 0.15% EC