Central Securities Corp

13F filer · CIK 0000018748

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$1.34BU.S. long equity reported on 13F

Positions291 new · 2 closed

Net flow last quarter+$17.4MBuys minus sells

Top 10 positions weight59.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 202629 positions
GOOGLAlphabet Inc.	$143M	10.66%	0.00%	Not reported	Q1 2016
ADIAnalog Devices Inc	$139M	10.37%	0.07%	Not reported	Q2 2013
PGRProgressive Corp	$87.4M	6.52%	0.07%	Not reported	Q3 2015
COFCapital One Financial Corp	$70.2M	5.24%	0.06%	Not reported	Q2 2013
KEYSKeysight Technologies, Inc.	$70M	5.22%	0.12%	Not reported	Q4 2014
SCHWSchwab Charles Corp	$64.6M	4.82%	0.04%	Not reported	Q1 2016
AMZNAmazon Com Inc	$62M	4.62%	0.00%	Not reported	Q3 2014
AJGArthur J. Gallagher & Co.	$58.5M	4.37%	0.10%	+88.9%	Q2 2024
MSIMotorola Solutions, Inc.	$58.1M	4.34%	0.08%	Not reported	Q2 2013
METAMeta Platforms, Inc.	$50.7M	3.78%	Not reported	Not reported	Q1 2021
AXPAmerican Express Co	$47.4M	3.53%	0.02%	Not reported	Q1 2015
TDYTeledyne Technologies Inc	$46.7M	3.48%	0.15%	Not reported	Q3 2023
JPMJPMorgan Chase & Co	$45.8M	3.42%	0.01%	Not reported	Q2 2013
CVXChevron Corp	$42.5M	3.17%	0.01%	Not reported	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$38.2M	2.85%	0.00%	Not reported	Q3 2025
SUNBSunbelt Rentals Holdings, Inc.	$37.4M	2.79%	0.12%	-16.7%	Q1 2026
MELIMercadolibre Inc	$30.6M	2.28%	0.04%	+16.1%	Q4 2020
MSFTMicrosoft Corp	$29.8M	2.23%	0.00%	Not reported	Q2 2016
RYNRayonier Inc	$26.8M	2.00%	0.42%	Not reported	Q3 2014
VVisa Inc.	$25.7M	1.92%	0.00%	Not reported	Q3 2023
EFXEquifax Inc	$23M	1.72%	0.12%	+45.0%	Q1 2026
NKENIKE, Inc.	$20.5M	1.53%	0.03%	Not reported	Q4 2024
MDTMedtronic plc	$19.6M	1.46%	0.02%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$19.3M	1.44%	0.01%	Not reported	Q2 2013
CLBTCellebrite DI Ltd.	$19M	1.42%	0.52%	New	Q2 2026
BRCBrady Corp	$18.3M	1.37%	Not reported	Not reported	Q2 2013
JNJJohnson & Johnson	$17.8M	1.33%	0.00%	Not reported	Q3 2015
ROPRoper Technologies Inc	$16.9M	1.26%	0.05%	Not reported	Q2 2013
TWFGTWFG, Inc.	$12M	0.90%	Not reported	Not reported	Q3 2025
Q1 2026Reported May 8, 202630 positions
GOOGLAlphabet Inc.	$115M	9.49%	0.00%	-4.8%	Q1 2016
ADIAnalog Devices Inc	$111M	9.19%	0.07%	-2.8%	Q2 2013
PGRProgressive Corp	$79.3M	6.54%	0.07%	Not reported	Q3 2015
SCHWSchwab Charles Corp	$65.8M	5.43%	0.04%	-12.5%	Q1 2016
COFCapital One Financial Corp	$63.9M	5.27%	0.06%	+4.5%	Q2 2013
MSIMotorola Solutions, Inc.	$60.8M	5.01%	0.08%	Not reported	Q2 2013
KEYSKeysight Technologies, Inc.	$56.5M	4.66%	0.12%	Not reported	Q4 2014
AMZNAmazon Com Inc	$54.2M	4.47%	0.00%	Not reported	Q3 2014
CVXChevron Corp	$53M	4.38%	0.01%	Not reported	Q3 2025
METAMeta Platforms, Inc.	$51.5M	4.25%	Not reported	Not reported	Q1 2021
TDYTeledyne Technologies Inc	$42.4M	3.50%	0.15%	Not reported	Q3 2023
AXPAmerican Express Co	$42.3M	3.50%	0.02%	Not reported	Q1 2015
JPMJPMorgan Chase & Co	$41.2M	3.40%	0.01%	Not reported	Q2 2013
SUNBSunbelt Rentals Holdings, Inc.	$39.1M	3.22%	0.15%	New	Q1 2026
MSFTMicrosoft Corp	$29.6M	2.44%	0.00%	Not reported	Q2 2016
AJGArthur J. Gallagher & Co.	$29.2M	2.41%	0.05%	+28.6%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$27M	2.23%	0.00%	Not reported	Q3 2025
MELIMercadolibre Inc	$26.8M	2.21%	0.03%	+19.2%	Q4 2020
NKENIKE, Inc.	$26.4M	2.18%	0.03%	Not reported	Q4 2024
RYNRayonier Inc	$26M	2.14%	0.42%	Not reported	Q3 2014
AONAon plc	$25.8M	2.13%	0.04%	-20.0%	Q2 2020
VVisa Inc.	$22.7M	1.87%	0.00%	Not reported	Q3 2023
MDTMedtronic plc	$21.7M	1.79%	0.02%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$18M	1.49%	0.01%	Not reported	Q2 2013
EFXEquifax Inc	$18M	1.49%	0.08%	New	Q1 2026
ROPRoper Technologies Inc	$17.7M	1.46%	0.05%	Not reported	Q2 2013
JNJJohnson & Johnson	$17.1M	1.41%	0.00%	-12.5%	Q3 2015
BRCBrady Corp	$16.2M	1.34%	Not reported	Not reported	Q2 2013
TWFGTWFG, Inc.	$9.2M	0.76%	Not reported	+5.3%	Q3 2025
WSCWillScot Holdings Corp	$3.91M	0.32%	0.12%	Not reported	Q4 2024
Q4 2025Reported Feb 10, 202629 positions
GOOGLAlphabet Inc.	$131M	10.57%	0.00%	-2.3%	Q1 2016
ADIAnalog Devices Inc	$97.6M	7.85%	0.07%	Not reported	Q2 2013
PGRProgressive Corp	$91.1M	7.32%	0.07%	Not reported	Q3 2015
COFCapital One Financial Corp	$81.2M	6.53%	0.05%	Not reported	Q2 2013
SCHWSchwab Charles Corp	$79.9M	6.43%	0.05%	Not reported	Q1 2016
AMZNAmazon Com Inc	$60M	4.83%	0.00%	Not reported	Q3 2014
METAMeta Platforms, Inc.	$59.4M	4.78%	Not reported	Not reported	Q1 2021
MSIMotorola Solutions, Inc.	$53.7M	4.31%	0.08%	Not reported	Q2 2013
AXPAmerican Express Co	$51.8M	4.16%	0.02%	Not reported	Q1 2015
JPMJPMorgan Chase & Co	$45.1M	3.63%	0.01%	Not reported	Q2 2013
KEYSKeysight Technologies, Inc.	$40.6M	3.27%	0.12%	Not reported	Q4 2014
CVXChevron Corp	$39.1M	3.14%	0.01%	Not reported	Q3 2025
MSFTMicrosoft Corp	$38.7M	3.11%	0.00%	Not reported	Q2 2016
TDYTeledyne Technologies Inc	$35.8M	2.87%	0.15%	Not reported	Q3 2023
AONAon plc	$35.3M	2.84%	0.05%	Not reported	Q2 2020
NKENIKE, Inc.	$31.9M	2.56%	0.03%	+11.1%	Q4 2024
COHRCoherent Corp.	$27.7M	2.23%	0.10%	-25.0%	Q2 2013
RYNRayonier Inc	$27.3M	2.19%	0.78%	+4.9%	Q3 2014
AJGArthur J. Gallagher & Co.	$27.2M	2.18%	0.04%	Not reported	Q2 2024
VVisa Inc.	$26.3M	2.11%	0.00%	Not reported	Q3 2023
MELIMercadolibre Inc	$26.2M	2.11%	0.03%	Not reported	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$24.3M	1.95%	0.00%	Not reported	Q3 2025
MDTMedtronic plc	$24M	1.93%	0.02%	Not reported	Q2 2013
ROPRoper Technologies Inc	$22.3M	1.79%	0.05%	Not reported	Q2 2013
JNJJohnson & Johnson	$16.6M	1.33%	0.00%	Not reported	Q3 2015
MRKMerck & Co., Inc.	$15.8M	1.27%	0.01%	Not reported	Q2 2013
BRCBrady Corp	$15.7M	1.26%	Not reported	Not reported	Q2 2013
TWFGTWFG, Inc.	$13.7M	1.10%	Not reported	+5.6%	Q3 2025
WSCWillScot Holdings Corp	$4.24M	0.34%	0.12%	Not reported	Q4 2024
Q3 2025Reported Nov 12, 202529 positions
GOOGLAlphabet Inc.	$105M	8.61%	0.00%	-3.4%	Q1 2016
PGRProgressive Corp	$98.8M	8.13%	0.07%	Not reported	Q3 2015
ADIAnalog Devices Inc	$88.5M	7.28%	0.07%	-2.7%	Q2 2013
SCHWSchwab Charles Corp	$76.4M	6.29%	0.04%	Not reported	Q1 2016
COFCapital One Financial Corp	$71.2M	5.86%	0.05%	Not reported	Q2 2013
METAMeta Platforms, Inc.	$66.1M	5.44%	Not reported	-10.0%	Q1 2021
MSIMotorola Solutions, Inc.	$64M	5.27%	0.08%	Not reported	Q2 2013
AMZNAmazon Com Inc	$57.1M	4.70%	0.00%	Not reported	Q3 2014
AXPAmerican Express Co	$46.5M	3.83%	0.02%	-6.7%	Q1 2015
JPMJPMorgan Chase & Co	$44.2M	3.64%	0.01%	-6.7%	Q2 2013
MSFTMicrosoft Corp	$41.4M	3.41%	0.00%	Not reported	Q2 2016
TDYTeledyne Technologies Inc	$41M	3.38%	0.15%	Not reported	Q3 2023
CVXChevron Corp	$39.8M	3.28%	0.01%	New	Q3 2025
AONAon plc	$35.7M	2.94%	0.05%	Not reported	Q2 2020
KEYSKeysight Technologies, Inc.	$35M	2.88%	0.12%	Not reported	Q4 2014
AJGArthur J. Gallagher & Co.	$32.5M	2.68%	0.04%	Not reported	Q2 2024
RYNRayonier Inc	$31.9M	2.63%	0.78%	Not reported	Q3 2014
NKENIKE, Inc.	$31.4M	2.58%	0.03%	+12.5%	Q4 2024
MELIMercadolibre Inc	$30.4M	2.50%	0.03%	Not reported	Q4 2020
VVisa Inc.	$25.6M	2.11%	0.00%	Not reported	Q3 2023
ROPRoper Technologies Inc	$24.9M	2.05%	0.05%	Not reported	Q2 2013
MDTMedtronic plc	$23.8M	1.96%	0.02%	+42.9%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$22.3M	1.84%	0.00%	New	Q3 2025
COHRCoherent Corp.	$21.5M	1.77%	0.13%	Not reported	Q2 2013
BRCBrady Corp	$15.6M	1.28%	Not reported	Not reported	Q2 2013
JNJJohnson & Johnson	$14.8M	1.22%	0.00%	-11.1%	Q3 2015
MRKMerck & Co., Inc.	$12.6M	1.04%	0.01%	Not reported	Q2 2013
TWFGTWFG, Inc.	$12.3M	1.02%	Not reported	New	Q3 2025
WSCWillScot Holdings Corp	$4.75M	0.39%	0.12%	Not reported	Q4 2024

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