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Funds (13F)

General American Investors Co Inc

Backtest from 9 Aug 2013 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+14.6%
S&P 500 +13.9%
Last 12 months
+13.0%
S&P 500 +12.1%
Sharpe ratio
0.80
S&P 500 0.77
Biggest drop
−34.4%
S&P 500 −31.8%
$10.0k$20.0k$40.0k 2013201520172019202120232025 $60.5k$55.9k
StrategyS&P 500 $10,000 in General American Investors Co Inc from 9 Aug 2013 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies General American Investors Co Inc's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

General American Investors Co Inc's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+14.6%+13.9%
Total return+505%+459%
Last 12 months+13.0%+12.1%
Last 3 months−0.1%—
Last month−2.4%—
This year so far+9.7%—
Volatility a year16.3%16.0%
Sharpe ratio0.800.77
Biggest drop−34.4%−31.8%
Beta to the S&P 5000.991.00
Alpha a year (t-statistic)+0.8% (0.72)—
Share of weeks up60%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
ASML7.6%——
GEV5.8%——
AAPL5.3%——
TJX5.1%——
RSG5.0%——
AMZN4.8%——
AVGO3.6%——
ACGL3.6%——
MSFT3.4%——
EG3.0%——
NVDA2.9%——
CCJ2.4%——
MRVL2.3%——
COST2.1%——
NNI2.1%——
RTX2.1%——
SOLV2.0%——
AEM1.9%——
MRK1.8%——
JPM1.8%——
MTB1.7%——
ONTO1.6%——
REGN1.6%——
D1.4%——
LHX1.3%——
UBER1.3%——
GILD1.3%——
BA1.3%——
AMAT1.3%——
META1.3%——
PEP1.2%——
T1.1%——
TYL1.1%——
CVX1.0%——
AEP0.9%——
RVMD0.8%——
NN0.8%——
IDYA0.8%——
MRVI0.7%——
VEEV0.7%——
PFE0.7%——
ANET0.7%——
SPRY0.6%——
NOW0.6%——
MA0.5%——
MET0.5%——
INDI0.5%——
AMGN0.5%——
AGI0.5%——
ARCO0.5%——
DGX0.4%——
OLED0.3%——
UEC0.3%——
IAUX0.3%——
BB0.3%——
FCBM0.2%——
COLB0.2%——
GSM0.2%——
VALN0.1%——
CLF0.1%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest9 Aug 2013 to 2 Nov 2026+14.6%+13.9%0.800.77−34.4%0.99+0.8% (0.72)
2018 onwards5 Jan 2018 to 2 Nov 2026+15.5%+13.9%0.730.66−34.4%0.98+1.6% (1.07)
Last three years3 Nov 2023 to 2 Nov 2026+21.1%+21.8%1.201.16−12.9%0.86+1.5% (0.57)
Last year7 Nov 2025 to 2 Nov 2026+14.9%+14.2%0.910.84−6.9%0.84+2.2% (0.37)
DateCompanyAction
7 Aug 2026MABought
7 Aug 2026FCBMBought
7 Aug 2026DGXBought
8 May 2026NOWBought
8 May 2026BABought
20 Feb 2026SPRYBought
20 Feb 2026RVMDBought
20 Feb 2026ONTOBought
20 Feb 2026COLBBought
20 Feb 2026BBBought
7 Nov 2025MRVLBought
7 Nov 2025MRVIBought
7 Nov 2025ALMBought
7 Nov 2025AEPBought
8 Aug 2025CRMBought
8 Aug 2025ANETBought
9 May 2025VYXBought
9 May 2025UECBought
9 May 2025INMDBought
9 May 2025ARCOBought
21 Feb 2025NVDABought
1 Nov 2024VEEVBought
1 Nov 2024VALNBought
1 Nov 2024VALBought
1 Nov 2024UBERBought

Dated at the rebalance that made the change.

DateCompanyAction
7 Aug 2026VYXSold
7 Aug 2026EXPESold
8 May 2026THCSold
8 May 2026CRMSold
20 Feb 2026DHRSold
20 Feb 2026ASTLSold
20 Feb 2026ALMSold
20 Feb 2026ADBESold
7 Nov 2025SIGASold
8 Aug 2025INMDSold
9 May 2025CSCOSold
9 May 2025CISold
21 Feb 2025VALSold
21 Feb 2025STVNSold
21 Feb 2025QSISold
21 Feb 2025HUMSold
21 Feb 2025FSold
21 Feb 2025DISSold
21 Feb 2025AMKRSold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest