Central Securities Corp
- SEC CIK
- 0000018748
- Latest filing
- Aug 10, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 7, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 27
- 0 vs. Q1 2025
- Portfolio value
- $1.13B
- +$82.6M (+7.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WSCWillScot Holdings Corp | COM CL A | 225,000 | $6.17M | 0.5% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 150,000 | $11.9M | 1.0% | −10,000−6.3% | Reduced | History |
| BRCBrady Corp | CL A | 200,000 | $13.6M | 1.2% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 90,000 | $13.7M | 1.2% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 175,000 | $15.3M | 1.3% | 00.0% | Unchanged | History |
| COHRCoherent Corp. | COM | 200,000 | $17.8M | 1.6% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 75,000 | $26.6M | 2.3% | 00.0% | Unchanged | History |
| RYNRayonier Inc | COM | 1,201,474 | $26.6M | 2.4% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 50,000 | $28.3M | 2.5% | −5,000−9.1% | Reduced | History |
| NKENIKE, Inc. | Stock | 400,000 | $28.4M | 2.5% | +75,000+23.1% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 200,000 | $32.8M | 2.9% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 105,000 | $33.6M | 3.0% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 13,000 | $34.0M | 3.0% | 00.0% | Unchanged | History |
| HESHess Corp | Stock | 250,000 | $34.6M | 3.1% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 100,000 | $35.7M | 3.1% | 00.0% | Unchanged | History |
| TDYTeledyne Technologies Inc | COM | 70,000 | $35.9M | 3.2% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 80,000 | $39.8M | 3.5% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 150,000 | $43.5M | 3.8% | −10,000−6.3% | Reduced | History |
| AXPAmerican Express Co | Stock | 150,000 | $47.8M | 4.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 260,000 | $57.0M | 5.0% | +25,000+10.6% | Added | History |
| MSIMotorola Solutions, Inc. | Stock | 140,000 | $58.9M | 5.2% | −5,000−3.4% | Reduced | History |
| COFCapital One Financial Corp | Stock | 335,000 | $71.3M | 6.3% | +35,000+11.7% | Added | History |
| SCHWSchwab Charles Corp | Stock | 800,000 | $73.0M | 6.4% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 100,000 | $73.8M | 6.5% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 445,000 | $78.4M | 6.9% | −5,000−1.1% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 370,000 | $88.1M | 7.8% | −20,000−5.1% | Reduced | History |
| PGRProgressive Corp | Stock | 400,000 | $106.7M | 9.4% | 00.0% | Unchanged | History |