GENERAL AMERICAN INVESTORS CO INC

CIK 0000040417 · Q1 2026

13F Equity AUM

$1.5B

-14.2% QoQ

Positions

0 QoQ

AUM Rank

#2,145

Top 17%

Skill Alpha (FF)

+2.4%/yr^ns

No Clear Edge

Rank #1,039 · Top 13%

vs S&P +1.7%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 25.1%Top 10: 43.9%Top 20: 65.5%

GEV5.2%

BRK/A5.2%

TJX5.1%

RSG4.8%

ASML4.8%

AAPL4.4%

GOOG4.0%

AMZN3.9%

ACGL3.4%

MSFT3.1%

Others (58)56.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology25.2%

Financial Services10.8%

Healthcare10.1%

Consumer Cyclical9.6%

Industrials8.9%

Utilities7.3%

Financials7.2%

Communication Services6.6%

Other14.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 68Median: 1.06%Avg: 1.47%

0–0.5%

21(5.6%)

0.5–1%

11(8.2%)

1–3%

26(42.4%)

3–5%

7(28.3%)

5%+

3(15.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 67Unique: 1vs 20 funds

0.9%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.3%

BANK OF AMERICA CORP /DE/

1.4%

JPMORGAN CHASE & CO

1.3%

BlackRock, Inc.

1.6%

GEODE CAPITAL MANAGEMENT, LLC

1.7%

VANGUARD CAPITAL MANAGEMENT LLC

1.7%

STATE STREET CORP

1.6%

FMR LLC

1.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New2Increased7Decreased28Exited2

New Positions

BA0.7%

+52K

NOW0.4%

+60K

Increased

SPRY0.4%

+167K(+30%)

UBER1.5%

+150K(+93%)

MRVI0.3%

+131K(+8%)

MRVL1.0%

+102K(+204%)

T1.5%

+50K(+7%)

AEM2.5%

+10K(+6%)

VEEV0.7%

+10K(+21%)

Decreased

IAU0.1%

-1,974,389(-57%)

VYX0.3%

-510,402(-43%)

U6Z0.4%

-245,110(-35%)

MSFT3.1%

-193,600(-61%)

GOOG4.0%

-185,000(-47%)

KK00.7%

-180,000(-22%)

TJX5.1%

-140,340(-22%)

CCO2.4%

-125,000(-27%)

EXPE0.1%

-118,157(-96%)

INDI0.4%

-100,000(-5%)

Exited

THC

-60,000

CRM

-30,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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