Central Securities Corp
Holdings as of 2026-06-30, filed 2026-08-10
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 41 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
29
Value reported by manager
$1.3B
Sum of our stored positions
$1.3B
should match the line above
Disclosure lag
41 d
quarter end to filing
Top 5 concentration
38.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
29 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| ALPHABET INC | Class A | $142.9M | 400,000 | — | 02079K305 |
| ANALOG DEVICES INC | Common | $139M | 350,000 | — | 032654105 |
| PROGRESSIVE CORP | Common | $87.4M | 400,000 | — | 743315103 |
| CAPITAL ONE FINL CORP | Common | $70.2M | 350,000 | — | 14040H105 |
| KEYSIGHT TECHNOLOGIES INC | Common | $70M | 200,000 | — | 49338L103 |
| SCHWAB CHARLES CORP | Common | $64.6M | 700,000 | — | 808513105 |
| AMAZON COM INC | Common | $62M | 260,000 | — | 023135106 |
| GALLAGHER ARTHUR J & CO | Common | $58.5M | 255,000 | — | 363576109 |
| MOTOROLA SOLUTIONS INC | Common | $58.1M | 140,000 | — | 620076307 |
| META PLATFORMS INC | Class A | $50.7M | 90,000 | — | 30303M102 |
| AMERICAN EXPRESS CO | Common | $47.4M | 140,000 | — | 025816109 |
| TELEDYNE TECHNOLOGIES INC | Common | $46.7M | 70,000 | — | 879360105 |
| JPMORGAN CHASE & CO | Common | $45.8M | 140,000 | — | 46625H100 |
| CHEVRON CORPORATION | Common | $42.5M | 256,250 | — | 166764100 |
| TAIWAN SEMICONDUCTOR MANUFAC | ADR | $38.2M | 80,000 | — | 874039100 |
| SUNBELT RENTALS HOLDINGS INC | Common | $37.4M | 500,000 | — | 866966104 |
| MERCADOLIBRE INC | Common | $30.6M | 18,000 | — | 58733R102 |
| MICROSOFT CORP | Common | $29.8M | 80,000 | — | 594918104 |
| RAYONIER INC | Common | $26.8M | 1,260,130 | — | 754907103 |
| VISA INC | Common Class A | $25.7M | 75,000 | — | 92826C839 |
| EQUIFAX INC | Common | $23M | 145,000 | — | 294429105 |
| NIKE INC | Common | $20.5M | 500,000 | — | 654106103 |
| MEDTRONIC PLC | Common | $19.6M | 250,000 | — | G5960L103 |
| MERCK & CO INC | Common | $19.3M | 150,000 | — | 58933Y105 |
| CELLEBRITE DI LTD | Ordinary Shares | $19M | 1,300,000 | — | M2197Q107 |
| BRADY CORP | Class A | $18.3M | 200,000 | — | 104674106 |
| JOHNSON & JOHNSON | Common | $17.8M | 70,000 | — | 478160104 |
| ROPER TECHNOLOGIES INC | Common | $16.9M | 50,000 | — | 776696106 |
| TWFG INC | Class A | $12M | 500,000 | — | 87318A101 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-10