GENERAL AMERICAN INVESTORS CO INC Information

100 PARK AVENUE, NEW YORK, New York, 10017, (212) 916-8400

Report Date: 03/31/2014

Position Statistics

Total Positions 62
New Positions 2
Increased Positions 11
Decreased Positions 18
Positions with Activity 29
Sold Out Positions 3
Total Mkt Value (in $ millions) 1,256

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.6%
Capital Goods 3.72%
Conglomerates
Consumer Cyclical 1.74%
Consumer/Non-Cyclical 5.06%
Energy 13.01%
Financial 24.01%
Healthcare 10.58%
Services 17.76%
Technology 17.58%
Transportation 3.71%
Utilities

62 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TJX COS INC NEW COM 66,938 -5,378 (7.44) 1,244,668
QUALCOMM INC COM 50,365 -5,936 (10.54) 626,200
HALLIBURTON CO COM 47,505 New 685,000
COSTCO WHSL CORP NEW COM 46,583 New 394,500
APPLE INC COM 44,571 New 469,000
ARCH CAP GROUP LTD ORD 42,728 -2,849 (6.25) 750,000
REPUBLIC SVCS INC COM 40,310 New 1,087,100
GILEAD SCIENCES INC COM 38,120 New 428,600
UNITED TECHNOLOGIES CORP COM 34,053 New 300,000
APACHE CORP COM 32,889 New 331,478
DIAGEO P L C SPON ADR NEW 30,250 -3,186 (9.53) 237,400
AON PLC SHS CL A 29,731 New 330,492
MICROSOFT CORP COM 28,374 New 680,686
PARTNERRE LTD COM 28,244 -554 (1.92) 255,000
TARGET CORP COM 27,568 New 460,000
EVEREST RE GROUP LTD COM 27,007 -10,639 (28.26) 165,000
INTEL CORP COM 26,061 8,128 45.32 833,700
TOWERS WATSON & CO CL A 25,460 New 245,798
MERCK & CO INC NEW COM 25,025 New 427,191
AMERICAN EXPRESS CO COM 24,087 -945 (3.77) 255,000