General American Investors Top Holdings and 13F Report (2024)

About General American Investors

General American Investors NYSE: GAM has filed 13-F forms with the SEC as an investor. General American Investors is itself a publicly traded company. For more information on General American Investors stock, visit the General American Investors stock profile here.

Investment Activity

General American Investors has $1.45 billion in total holdings as of September 30, 2024.
General American Investors owns shares of 70 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
Approximately 6.37% of the portfolio was purchased this quarter.
About 6.59% of the portfolio was sold this quarter.
This quarter, General American Investors has purchased 70 new stocks and bought additional shares in 12 stocks.
General American Investors sold shares of 14 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Microsoft: $86,060,000
Apple: $84,378,000
Republic Services: $79,457,325
Berkshire Hathaway: $76,029,800
Alphabet: $70,206,926

Largest New Holdings this Quarter

Solventum Corporation: $14,456,442 Holding
Veeva Systems: $5,132,791 Holding
i-80 Gold Corp.: $3,091,631 Holding
Amkor Technology: $3,060,000 Holding
IDEAYA Biosciences: $2,851,200 Holding

Largest Purchases this Quarter

Broadcom: 168,500 shares (about $29.07M)
Solventum Corporation: 207,350 shares (about $14.46M)
GE Vernova Inc.: 55,000 shares (about $14.02M)
Exxon Mobil: 48,000 shares (about $5.63M)
Veeva Systems: 24,457 shares (about $5.13M)

Largest Sales this Quarter

Microsoft: 55,000 shares (about $23.67M)
Republic Services: 40,000 shares (about $8.03M)
Arch Capital Group: 60,249 shares (about $6.74M)
Agnico Eagle Mines: 70,000 shares (about $5.64M)
Ford Motor: 457,913 shares (about $4.84M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$86,060,000	$23,666,500 ▼	-21.6%	200,000	5.9%	Computer and Technology
AAPL Apple	$84,378,000		0.0%	366,000	5.8%	Computer and Technology
RSG Republic Services	$79,457,325	$8,033,600 ▼	-9.2%	395,625	5.5%	Business Services
BRK.A Berkshire Hathaway	$76,029,800		0.0%	110	5.2%	Finance
GOOG Alphabet	$70,206,926		0.0%	419,923	4.8%	Computer and Technology
ACGL Arch Capital Group	$67,128,000	$6,740,658 ▼	-9.1%	600,000	4.6%	Finance
TJX TJX Companies	$61,719,314		0.0%	525,092	4.3%	Retail/Wholesale
AMZN Amazon.com	$53,290,380		0.0%	286,000	3.7%	Retail/Wholesale
EG Everest Group	$52,774,015		0.0%	134,686	3.6%	Finance
ASML ASML	$51,661,500	$3,416,325 ▼	-6.2%	62,000	3.6%	Computer and Technology
COST Costco Wholesale	$36,347,320	$886,520 ▼	-2.4%	41,000	2.5%	Retail/Wholesale
AEM Agnico Eagle Mines	$33,432,400	$5,639,200 ▼	-14.4%	415,000	2.3%	Basic Materials
AVGO Broadcom	$32,775,000	$29,066,250 ▲	783.7%	190,000	2.3%	Computer and Technology
GE Vernova Inc.	$28,047,800	$14,023,900 ▲	100.0%	110,000	1.9%	COM
NNI Nelnet	$27,574,051		0.0%	243,415	1.9%	Finance
PEP PepsiCo	$27,208,000		0.0%	160,000	1.9%	Consumer Staples
EXPE Expedia Group	$25,630,699		0.0%	173,157	1.8%	Retail/Wholesale
TYL Tyler Technologies	$24,154,917		0.0%	41,381	1.7%	Computer and Technology
CCJ Cameco	$24,082,025		0.0%	504,230	1.7%	Basic Materials
MRK Merck & Co., Inc.	$23,203,261		0.0%	204,326	1.6%	Medical
RTX RTX	$19,991,400		0.0%	165,000	1.4%	Aerospace
T AT&T	$19,945,244		0.0%	906,602	1.4%	Computer and Technology
ITCI Intra-Cellular Therapies	$19,154,443		0.0%	261,780	1.3%	Medical
MET MetLife	$18,172,571		0.0%	220,327	1.3%	Finance
MTB M&T Bank	$18,007,932		0.0%	101,100	1.2%	Finance
THC Tenet Healthcare	$17,717,086		0.0%	106,601	1.2%	Medical
ADBE Adobe	$17,345,630	$2,588,900 ▲	17.5%	33,500	1.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$16,868,800		0.0%	80,000	1.2%	Finance
D Dominion Energy	$16,759,100		0.0%	290,000	1.2%	Utilities
DHR Danaher	$16,683,980	$2,780,200 ▲	20.0%	60,010	1.2%	Multi-Sector Conglomerates
XOM Exxon Mobil	$16,539,742	$5,626,560 ▲	51.6%	141,100	1.1%	Oils/Energy
ET Energy Transfer	$16,371,482		0.0%	1,020,030	1.1%	Oils/Energy
PFE Pfizer	$15,650,984	$3,328,100 ▲	27.0%	540,808	1.1%	Medical
LHX L3Harris Technologies	$14,458,928		0.0%	60,785	1.0%	Aerospace
Solventum Corporation	$14,456,442	$14,456,442 ▲	New Holding	207,350	1.0%	COM
OLED Universal Display	$13,645,389		0.0%	65,009	0.9%	Computer and Technology
AGI Alamos Gold	$13,408,414	$3,190,400 ▼	-19.2%	672,438	0.9%	Basic Materials
VAL Valaris	$13,076,497		0.0%	234,556	0.9%	Oils/Energy
META Meta Platforms	$12,593,680		0.0%	22,000	0.9%	Computer and Technology
NN NextNav	$12,485,441	$4,726 ▼	0.0%	1,666,948	0.9%	Business Services
REGN Regeneron Pharmaceuticals	$12,484,526	$2,838,348 ▼	-18.5%	11,876	0.9%	Medical
AMAT Applied Materials	$12,456,787		0.0%	61,652	0.9%	Computer and Technology
GILD Gilead Sciences	$12,148,416	$2,096,000 ▲	20.9%	144,900	0.8%	Medical
CVX Chevron	$12,074,815		0.0%	81,991	0.8%	Oils/Energy
HUM Humana	$11,719,380		0.0%	37,000	0.8%	Medical
AMGN Amgen	$9,666,300	$1,611,050 ▲	20.0%	30,000	0.7%	Medical
ASTL Algoma Steel Group	$8,348,253		0.0%	816,056	0.6%	Basic Materials
UBER Uber Technologies	$7,559,818	$43,818 ▲	0.6%	100,583	0.5%	Computer and Technology
CSCO Cisco Systems	$7,358,197		0.0%	138,260	0.5%	Computer and Technology
CI The Cigna Group	$6,928,800		0.0%	20,000	0.5%	Medical
RSP Invesco S&P 500 Equal Weight ETF	$5,484,267	$447,900 ▲	8.9%	30,611	0.4%	ETF
DIS Walt Disney	$5,432,619		0.0%	56,478	0.4%	Consumer Discretionary
INDI indie Semiconductor	$5,376,098	$1,707,433 ▲	46.5%	1,347,393	0.4%	Computer and Technology
VEEV Veeva Systems	$5,132,791	$5,132,791 ▲	New Holding	24,457	0.4%	Computer and Technology
GSM Ferroglobe	$4,443,222		0.0%	957,591	0.3%	Basic Materials
SIGA SIGA Technologies	$3,643,232	$1,396,629 ▼	-27.7%	539,738	0.3%	Medical
CLF Cleveland-Cliffs	$3,110,683		0.0%	243,593	0.2%	Basic Materials
i-80 Gold Corp.	$3,091,631	$3,091,631 ▲	New Holding	2,665,199	0.2%	COM
AMKR Amkor Technology	$3,060,000	$3,060,000 ▲	New Holding	100,000	0.2%	Computer and Technology
STVN Stevanato Group	$3,001,440	$3,562,140 ▼	-54.3%	150,072	0.2%	Medical
IDYA IDEAYA Biosciences	$2,851,200	$2,851,200 ▲	New Holding	90,000	0.2%	Medical
ADX Adams Diversified Equity Fund	$2,827,033	$834,264 ▼	-22.8%	131,124	0.2%	Finance
ANGI Angi	$2,585,645	$855,311 ▼	-24.9%	1,002,188	0.2%	Computer and Technology
RVT Royce Value Trust	$2,368,769		0.0%	150,877	0.2%	Finance
VOE Vanguard Mid-Cap Value ETF	$2,297,079	$452,709 ▲	24.5%	13,700	0.2%	ETF
VALN Valneva	$2,154,515		0.0%	354,361	0.1%	Medical
NOBL ProShares S&P 500 Aristocrats ETF	$1,868,300		0.0%	17,500	0.1%	ETF
F Ford Motor	$1,056,000	$4,835,561 ▼	-82.1%	100,000	0.1%	Auto/Tires/Trucks
ICAD iCAD	$313,679		0.0%	200,434	0.0%	Computer and Technology
QSI Quantum-Si	$259,676		0.0%	294,350	0.0%	Computer and Technology
AXS AXIS Capital	$0	$9,440,536 ▼	-100.0%	0	0.0%	Finance
TMUS T-Mobile US	$0	$8,809,000 ▼	-100.0%	0	0.0%	Computer and Technology
NEM Newmont	$0	$5,242,166 ▼	-100.0%	0	0.0%	Basic Materials
RIG Transocean	$0	$3,477,500 ▼	-100.0%	0	0.0%	Oils/Energy
AB AllianceBernstein	$0	$2,681,034 ▼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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General American Investors Top Holdings and 13F Report (2024)

About General American Investors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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General American Investors Top Holdings and 13F Report (2024)

About General American Investors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGeneral American Investors

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools