Central Securities Corp

New York, NY · CIK 18748 · 13F filing filed 2026-08-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityCENTRAL SECURITIES CORPORATION (US)

Others nearbyNew York, NY

$1.3bn reported value +10.7% vs Q1 2026

29positions

59.9%in top 10

1 new 3 added 1 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL A GOOGL	GOOGL	400,000	$142.9m10.66%	10.66%	Unchanged
2	ANALOG DEVICES INC COM ADI	ADI	350,000	$139.0m10.37%	10.37%	Unchanged
3	PROGRESSIVE CORP COM PGR	PGR	400,000	$87.4m6.52%	6.52%	Unchanged
4	CAPITAL ONE FINL CORP COM COF	COF	350,000	$70.2m5.24%	5.24%	Unchanged
5	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	200,000	$70.0m5.22%	5.22%	Unchanged
6	SCHWAB CHARLES CORP COM SCHW	SCHW	700,000	$64.6m4.82%	4.82%	Unchanged
7	AMAZON COM INC COM AMZN	AMZN	260,000	$62.0m4.62%	4.62%	Unchanged
8	GALLAGHER ARTHUR J & CO COM AJG	AJG	255,000	$58.5m4.37%	4.37%	Added +120.0k	+120,000 88.9%
9	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	140,000	$58.1m4.34%	4.34%	Unchanged
10	META PLATFORMS INC CL A META	META	90,000	$50.7m3.78%	3.78%	Unchanged
11	AMERICAN EXPRESS CO COM AXP	AXP	140,000	$47.4m3.53%	3.53%	Unchanged
12	TELEDYNE TECHNOLOGIES INC COM TDY	TDY	70,000	$46.7m3.48%	3.48%	Unchanged
13	JPMORGAN CHASE & CO COM JPM	JPM	140,000	$45.8m3.42%	3.42%	Unchanged
14	CHEVRON CORP NEW COM CVX	CVX	256,250	$42.5m3.17%	3.17%	Unchanged
15	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	80,000	$38.2m2.85%	2.85%	Unchanged
16	SUNBELT RENTALS HOLDINGS INC SHS SUNB	SUNB	500,000	$37.4m2.79%	2.79%	Reduced -100.0k	-100,000 -16.7%
17	MERCADOLIBRE INC COM MELI	MELI	18,000	$30.6m2.28%	2.28%	Added +2.5k	+2,500 16.1%
18	MICROSOFT CORP COM MSFT	MSFT	80,000	$29.8m2.23%	2.23%	Unchanged
19	RAYONIER INC COM RYN	RYN	1,260,130	$26.8m2.00%	2.00%	Unchanged
20	VISA INC COM CL A V	V	75,000	$25.7m1.92%	1.92%	Unchanged
21	EQUIFAX INC COM EFX	EFX	145,000	$23.0m1.72%	1.72%	Added +45.0k	+45,000 45.0%
22	NIKE INC CL B NKE	NKE	500,000	$20.5m1.53%	1.53%	Unchanged
23	MEDTRONIC PLC SHS MDT	MDT	250,000	$19.6m1.46%	1.46%	Unchanged
24	MERCK & CO INC COM MRK	MRK	150,000	$19.3m1.44%	1.44%	Unchanged
25	CELLEBRITE DI LTD ORDINARY SHARES CLBT	CLBT	1,300,000	$19.0m1.42%	1.42%	New
26	BRADY CORP CL A BRC	BRC	200,000	$18.3m1.37%	1.37%	Unchanged
27	JOHNSON & JOHNSON COM JNJ	JNJ	70,000	$17.8m1.33%	1.33%	Unchanged
28	ROPER TECHNOLOGIES INC COM ROP	ROP	50,000	$16.9m1.26%	1.26%	Unchanged
29	TWFG INC COM CL A TWFG	TWFG	500,000	$12.0m0.90%	0.90%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AON PLC AON	AON	80,000	$25.8m80.0k shares
WILLSCOT HLDGS CORP WSC	WSC	225,000	$3.9m225.0k shares