GENERAL AMERICAN INVESTORS CO INC

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$1,709,119
Net value change ($000)
+18,968 (1.1%)
New positions
5
Sold out positions
4
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ExxonMobil Holdings Corp. 18,733 NEW
DGX 17,048 284.4%
UNH 16,519 NEW
MSFT 15,816 32.3%
NVDA 12,679 30.8%
T 10,186 63.5%
AAPL 9,936 12.9%
CLS 8,385 NEW
PAAS 6,144 NEW
AGI 5,343 74.6%
Top Reduces (Value $000, Stocks/ETFs)
GEV -15,930 -19.1%
XOM -15,736 -100.0%
SOLV -11,597 -39.8%
D -11,029 -55.7%
ASML -9,777 -8.9%
TJX -9,302 -12.7%
AMGN -7,242 -100.0%
MRVL -6,415 -19.2%
AMAT -5,302 -29.3%
SPRY -5,161 -56.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 43,375 (2.5% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type