GENERAL AMERICAN INVESTORS CO INC

Portfolio Overview

General American Investors Co. Inc. (CIK 0000040417) reported a markedly smaller 13F portfolio as of 2025-09-30: total equity assets of $885.38 million, down 43.3% from $1.56 billion on 2025-06-30 — a dollar decline of $674.62 million. The filing lists 44 positions, a relatively compact holding count for an institutional portfolio of this size. The portfolio is materially concentrated: the top 5 positions account for ~40.0% of assets and the top 10 for roughly 57.1% (top 5 s...