Central Securities Corp
- SEC CIK
- 0000018748
- Latest filing
- Aug 10, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 28
- +1 vs. Q3 2024
- Portfolio value
- $1.05B
- +$16.5M (+1.6%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PGRProgressive Corp | Stock | 420,000 | $100.6M | 9.6% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 450,000 | $85.2M | 8.1% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 400,000 | $85.0M | 8.1% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 145,000 | $67.0M | 6.4% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 800,000 | $59.2M | 5.7% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 100,000 | $58.6M | 5.6% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 300,000 | $53.5M | 5.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 225,000 | $49.4M | 4.7% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 150,000 | $44.5M | 4.3% | −20,000−11.8% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 180,000 | $43.1M | 4.1% | 00.0% | Unchanged | History |
| HESHess Corp | Stock | 275,000 | $36.6M | 3.5% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 100,000 | $35.9M | 3.4% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 80,000 | $33.7M | 3.2% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 200,000 | $32.1M | 3.1% | 00.0% | Unchanged | History |
| RYNRayonier Inc | COM | 1,150,000 | $30.0M | 2.9% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 105,000 | $29.8M | 2.8% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 55,000 | $28.6M | 2.7% | 00.0% | Unchanged | History |
| TDYTeledyne Technologies Inc | COM | 60,000 | $27.8M | 2.7% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 75,000 | $23.7M | 2.3% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 13,000 | $22.1M | 2.1% | 00.0% | Unchanged | History |
| COHRCoherent Corp. | COM | 200,000 | $18.9M | 1.8% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 160,000 | $15.9M | 1.5% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 185,000 | $14.8M | 1.4% | 00.0% | Unchanged | History |
| BRCBrady Corp | CL A | 200,000 | $14.8M | 1.4% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 90,000 | $13.0M | 1.2% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 400,000 | $8.02M | 0.8% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 1,000,000 | $7.57M | 0.7% | +1,000,000 | New | History |
| WSCWillScot Holdings Corp | COM CL A | 225,000 | $7.53M | 0.7% | +225,000 | New | History |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.