Central Securities Corp
- SEC CIK
- 0000018748
- Latest filing
- Aug 10, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 12, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 29
- +2 vs. Q2 2025
- Portfolio value
- $1.21B
- +$81.3M (+7.2%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WSCWillScot Holdings Corp | COM CL A | 225,000 | $4.75M | 0.4% | 00.0% | Unchanged | History |
| TWFGTWFG, Inc. | COM CL A | 450,000 | $12.3M | 1.0% | +450,000 | New | History |
| MRKMerck & Co., Inc. | Stock | 150,000 | $12.6M | 1.0% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 80,000 | $14.8M | 1.2% | −10,000−11.1% | Reduced | History |
| BRCBrady Corp | CL A | 200,000 | $15.6M | 1.3% | 00.0% | Unchanged | History |
| COHRCoherent Corp. | COM | 200,000 | $21.5M | 1.8% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 80,000 | $22.3M | 1.8% | +80,000 | New | History |
| MDTMedtronic plc | Stock | 250,000 | $23.8M | 2.0% | +75,000+42.9% | Added | History |
| ROPRoper Technologies Inc | Stock | 50,000 | $24.9M | 2.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 75,000 | $25.6M | 2.1% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 13,000 | $30.4M | 2.5% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 450,000 | $31.4M | 2.6% | +50,000+12.5% | Added | History |
| RYNRayonier Inc | COM | 1,201,474 | $31.9M | 2.6% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 105,000 | $32.5M | 2.7% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 200,000 | $35.0M | 2.9% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 100,000 | $35.7M | 2.9% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 256,250 | $39.8M | 3.3% | +256,250 | New | History |
| TDYTeledyne Technologies Inc | COM | 70,000 | $41.0M | 3.4% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 80,000 | $41.4M | 3.4% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 140,000 | $44.2M | 3.6% | −10,000−6.7% | Reduced | History |
| AXPAmerican Express Co | Stock | 140,000 | $46.5M | 3.8% | −10,000−6.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 260,000 | $57.1M | 4.7% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 140,000 | $64.0M | 5.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 90,000 | $66.1M | 5.4% | −10,000−10.0% | Reduced | History |
| COFCapital One Financial Corp | Stock | 335,000 | $71.2M | 5.9% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 800,000 | $76.4M | 6.3% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 360,000 | $88.5M | 7.3% | −10,000−2.7% | Reduced | History |
| PGRProgressive Corp | Stock | 400,000 | $98.8M | 8.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 430,000 | $104.5M | 8.6% | −15,000−3.4% | Reduced | History |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.