<SEC-DOCUMENT>0000040417-23-000037.txt : 20231031 <SEC-HEADER>0000040417-23-000037.hdr.sgml : 20231031 <ACCEPTANCE-DATETIME>20231031164949 ACCESSION NUMBER: 0000040417-23-000037 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231031 DATE AS OF CHANGE: 20231031 EFFECTIVENESS DATE: 20231031 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GENERAL AMERICAN INVESTORS CO INC CENTRAL INDEX KEY: 0000040417 IRS NUMBER: 135098450 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-00461 FILM NUMBER: 231365351 BUSINESS ADDRESS: STREET 1: 530 FIFTH AVE STREET 2: 26TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 2129168400 MAIL ADDRESS: STREET 1: 530 FIFTH AVE STREET 2: 26TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 </SEC-HEADER> <DOCUMENT> <TYPE>13F-HR <SEQUENCE>1 <FILENAME>primary_doc.xml <TEXT> <XML> <?xml version="1.0" encoding="UTF-8"?> <edgarSubmission xmlns="http://www.sec.gov/edgar/thirteenffiler" xmlns:com="http://www.sec.gov/edgar/common"> <schemaVersion>X0202</schemaVersion> <headerData> <submissionType>13F-HR</submissionType> <filerInfo> <liveTestFlag>LIVE</liveTestFlag> <flags> <confirmingCopyFlag>false</confirmingCopyFlag> <returnCopyFlag>false</returnCopyFlag> <overrideInternetFlag>false</overrideInternetFlag> </flags> <filer> <credentials> <cik>0000040417</cik> <ccc>XXXXXXXX</ccc> </credentials> </filer> <periodOfReport>09-30-2023</periodOfReport> </filerInfo> </headerData> <formData> <coverPage> <reportCalendarOrQuarter>09-30-2023</reportCalendarOrQuarter> <filingManager> <name>GENERAL AMERICAN INVESTORS CO INC</name> <address> <com:street1>530 FIFTH AVE</com:street1> <com:street2>26TH FLOOR</com:street2> <com:city>NEW YORK</com:city> <com:stateOrCountry>NY</com:stateOrCountry> <com:zipCode>10036</com:zipCode> </address> </filingManager> <reportType>13F HOLDINGS REPORT</reportType> <form13FFileNumber>028-00461</form13FFileNumber> <provideInfoForInstruction5>N</provideInfoForInstruction5> </coverPage> <signatureBlock> <name>Eugene S. Stark</name> <title>Vice-President Administration,PFO, CCO</title> <phone>212-916-8447</phone> <signature>/s/ Eugene S. Stark</signature> <city>New York</city> <stateOrCountry>NY</stateOrCountry> <signatureDate>10-31-2023</signatureDate> </signatureBlock> <summaryPage> <otherIncludedManagersCount>0</otherIncludedManagersCount> <tableEntryTotal>69</tableEntryTotal> <tableValueTotal>1115941603</tableValueTotal> <isConfidentialOmitted>false</isConfidentialOmitted> </summaryPage> </formData> </edgarSubmission> </XML> </TEXT> </DOCUMENT> <DOCUMENT> <TYPE>INFORMATION TABLE <SEQUENCE>2 <FILENAME>q320230930.xml <DESCRIPTION>13F 3RD QTR 2023 <TEXT> <XML> <?xml version="1.0" encoding="UTF-8" standalone="yes"?> <ns1:informationTable xmlns:ns1="http://www.sec.gov/edgar/document/thirteenf/informationtable"> <ns1:infoTable> <ns1:nameOfIssuer>Adams Diversified Equity Fund,</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>006212104</ns1:cusip> <ns1:value>2825788</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>169819</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> 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</ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>25000</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>ASML Holding N.V.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>N07059210</ns1:cusip> <ns1:value>43914036</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>74600</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>74600</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>AT&T Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>00206R102</ns1:cusip> <ns1:value>7530908</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>501392</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>501392</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Axis Capital Holdings Limited</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>G0692U109</ns1:cusip> <ns1:value>16070016</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>285081</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>285081</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Bath & Body Works Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>070830104</ns1:cusip> <ns1:value>8943210</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>264592</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>264592</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Berkshire Hathaway Inc. - Clas</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>084670108</ns1:cusip> <ns1:value>58462470</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>110</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>110</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Broadcom Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>11135F101</ns1:cusip> <ns1:value>17857470</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>21500</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>21500</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Cameco Corporation</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>13321L108</ns1:cusip> <ns1:value>24546277</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>619230</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>619230</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Chevron Corporation</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>166764100</ns1:cusip> <ns1:value>13825322</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>81991</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>81991</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Cigna Group/The</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>125523100</ns1:cusip> <ns1:value>10727625</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>37500</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>37500</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Cisco Systems, Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>17275R102</ns1:cusip> <ns1:value>12002458</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>223260</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>223260</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Cleveland-Cliffs Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>185899101</ns1:cusip> <ns1:value>3807359</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>243593</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>243593</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Costco Wholesale Corporation</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>22160K105</ns1:cusip> <ns1:value>29942880</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>53000</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>53000</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Danaher Corporation</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>235851102</ns1:cusip> <ns1:value>12407481</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>50010</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>50010</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Eaton Corporation plc</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>G29183103</ns1:cusip> <ns1:value>11986336</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>56200</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>56200</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Energy Transfer LP</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>29273V100</ns1:cusip> <ns1:value>14311021</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>1020030</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>1020030</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Everest Group</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>G3223R108</ns1:cusip> <ns1:value>48018277</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>129196</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>129196</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Expedia Group, Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>30212P303</ns1:cusip> <ns1:value>20424042</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>198157</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>198157</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Ferroglobe PLC COM </ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>G33856108</ns1:cusip> <ns1:value>4828673</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>928591</ns1:sshPrnamt> <ns1:sshPrnamtType>SH </ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>928591</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Gilead Sciences, Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>375558103</ns1:cusip> <ns1:value>8985306</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>119900</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>119900</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Hess Corporation</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>42809H107</ns1:cusip> <ns1:value>12777336</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>83512</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>83512</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Huntsman Corporation</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>447011107</ns1:cusip> <ns1:value>4837251</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>198248</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>198248</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>iCAD, Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>44934S206</ns1:cusip> <ns1:value>422916</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>200434</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>200434</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>indie Semiconductor, Inc. - Cl</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>45569U101</ns1:cusip> <ns1:value>5890903</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>935064</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>935064</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Intra-Cellular Therapies, Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>46116X101</ns1:cusip> <ns1:value>13566268</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>260439</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>260439</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Invesco S&P Equal Weight</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>46137V357</ns1:cusip> <ns1:value>3983048</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>28111</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>28111</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>JPMorgan Chase & Co.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>46625H100</ns1:cusip> <ns1:value>11601600</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>80000</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>80000</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>M&T Bank Corporation</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>55261F104</ns1:cusip> <ns1:value>12645000</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>100000</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>100000</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Medtronic plc</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>G5960L103</ns1:cusip> <ns1:value>5485200</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>70000</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>70000</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Merck & Co., Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>58933Y105</ns1:cusip> <ns1:value>18461612</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>179326</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>179326</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Meta Platforms, Inc. - Class A</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>30303M102</ns1:cusip> <ns1:value>6604620</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>22000</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>22000</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>MetLife, Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>59156R108</ns1:cusip> <ns1:value>13860772</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>220327</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>220327</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Microsoft Corporation</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>594918104</ns1:cusip> <ns1:value>67886250</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>215000</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>215000</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Nelnet, Inc. - Class A</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>64031N108</ns1:cusip> <ns1:value>21741828</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>243415</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>243415</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Newmont Corporation</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>651639106</ns1:cusip> <ns1:value>4256677</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>115201</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>115201</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>NextNav Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>65345N106</ns1:cusip> <ns1:value>6431996</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>1251361</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>1251361</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>NIKE, Inc. - Class B</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>654106103</ns1:cusip> <ns1:value>6693400</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>70000</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>70000</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>PepsiCo, Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>713448108</ns1:cusip> <ns1:value>23721600</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>140000</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>140000</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Pfizer Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>717081103</ns1:cusip> <ns1:value>12133851</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>365808</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>365808</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Proshares S&P 500 Dividend Ari</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>74348A467</ns1:cusip> <ns1:value>1319395</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>14900</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>14900</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Quantum-Si Incorporated - Clas</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>74765K105</ns1:cusip> <ns1:value>197955</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>119250</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>119250</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Raytheon Technologies Corporat</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>75513E101</ns1:cusip> <ns1:value>11875050</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>165000</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>165000</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Regeneron Pharmaceuticals, Inc</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>75886F107</ns1:cusip> <ns1:value>13641385</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>16576</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>16576</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Republic Services, Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>760759100</ns1:cusip> <ns1:value>74802786</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>524895</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>524895</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Royce Value Trust, Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>780910105</ns1:cusip> <ns1:value>1941788</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>150877</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>150877</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>SIGA Technologies, Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>826917106</ns1:cusip> <ns1:value>5098438</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>971131</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>971131</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>SomaLogic, Inc. - Class A</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>83444K105</ns1:cusip> <ns1:value>1075500</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>450000</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>450000</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>T-Mobile US, Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>872590104</ns1:cusip> <ns1:value>8101612</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>57848</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>57848</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Tenet Healthcare Corporation</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>88033G407</ns1:cusip> <ns1:value>7247900</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>110000</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>110000</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>TJX Companies, Inc./The</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>872540109</ns1:cusip> <ns1:value>46670177</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>525092</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>525092</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Tyler Technologies, Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>902252105</ns1:cusip> <ns1:value>14048159</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>36381</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>36381</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Universal Display Corporation</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>91347P105</ns1:cusip> <ns1:value>10205763</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>65009</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>65009</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Valneva SE - ADR</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>92025Y103</ns1:cusip> <ns1:value>4071000</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>345000</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>345000</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Vanguard Mid-Cap Value Index F</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>922908512</ns1:cusip> <ns1:value>1178640</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>9000</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>9000</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>VBI Vaccines, Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>91822J202</ns1:cusip> <ns1:value>41693</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>62583</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>62583</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Walt Disney Company /The</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>254687106</ns1:cusip> <ns1:value>9035292</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>111478</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>111478</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Apple Inc. Oct 170 Puts Exp 10</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>037833100</ns1:cusip> <ns1:value>276000</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>100000</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:putCall>Put</ns1:putCall> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>100000</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> </ns1:informationTable> </XML> </TEXT> </DOCUMENT> </SEC-DOCUMENT>