Central Securities Corp
- SEC CIK
- 0000018748
- Latest filing
- Aug 10, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 7, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 27
- −1 vs. Q4 2024
- Portfolio value
- $1.05B
- +$3.73M (+0.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PGRProgressive Corp | Stock | 400,000 | $113.2M | 10.8% | −20,000−4.8% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 390,000 | $78.7M | 7.5% | −10,000−2.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 450,000 | $69.6M | 6.6% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 145,000 | $63.5M | 6.0% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 800,000 | $62.6M | 6.0% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 100,000 | $57.6M | 5.5% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 300,000 | $53.8M | 5.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 235,000 | $44.7M | 4.3% | +10,000+4.4% | Added | History |
| AXPAmerican Express Co | Stock | 150,000 | $40.4M | 3.8% | 00.0% | Unchanged | History |
| HESHess Corp | Stock | 250,000 | $39.9M | 3.8% | −25,000−9.1% | Reduced | History |
| AONAon plc | CL A | 100,000 | $39.9M | 3.8% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 160,000 | $39.2M | 3.7% | −20,000−11.1% | Reduced | History |
| AJGArthur J. Gallagher & Co. | COM | 105,000 | $36.3M | 3.4% | 00.0% | Unchanged | History |
| TDYTeledyne Technologies Inc | COM | 70,000 | $34.8M | 3.3% | +10,000+16.7% | Added | History |
| RYNRayonier Inc | COM | 1,201,474 | $33.5M | 3.2% | +51,474+4.5% | Added | History |
| ROPRoper Technologies Inc | Stock | 55,000 | $32.4M | 3.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 80,000 | $30.0M | 2.9% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 200,000 | $30.0M | 2.9% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 75,000 | $26.3M | 2.5% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 13,000 | $25.4M | 2.4% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 325,000 | $20.6M | 2.0% | −675,000−67.5% | Reduced | History |
| MDTMedtronic plc | Stock | 175,000 | $15.7M | 1.5% | −10,000−5.4% | Reduced | History |
| JNJJohnson & Johnson | Stock | 90,000 | $14.9M | 1.4% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 160,000 | $14.4M | 1.4% | 00.0% | Unchanged | History |
| BRCBrady Corp | CL A | 200,000 | $14.1M | 1.3% | 00.0% | Unchanged | History |
| COHRCoherent Corp. | COM | 200,000 | $13.0M | 1.2% | 00.0% | Unchanged | History |
| WSCWillScot Holdings Corp | COM CL A | 225,000 | $6.25M | 0.6% | 00.0% | Unchanged | History |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.