Central Securities Corp
- SEC CIK
- 0000018748
- Latest filing
- Aug 10, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 10, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 29
- 0 vs. Q3 2025
- Portfolio value
- $1.24B
- +$29.1M (+2.4%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WSCWillScot Holdings Corp | COM CL A | 225,000 | $4.24M | 0.3% | 00.0% | Unchanged | History |
| TWFGTWFG, Inc. | COM CL A | 475,000 | $13.7M | 1.1% | +25,000+5.6% | Added | History |
| BRCBrady Corp | CL A | 200,000 | $15.7M | 1.3% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 150,000 | $15.8M | 1.3% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 80,000 | $16.6M | 1.3% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 50,000 | $22.3M | 1.8% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 250,000 | $24.0M | 1.9% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 80,000 | $24.3M | 2.0% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 13,000 | $26.2M | 2.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 75,000 | $26.3M | 2.1% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 105,000 | $27.2M | 2.2% | 00.0% | Unchanged | History |
| RYNRayonier Inc | COM | 1,260,130 | $27.3M | 2.2% | +58,656+4.9% | Added | History |
| COHRCoherent Corp. | COM | 150,000 | $27.7M | 2.2% | −50,000−25.0% | Reduced | History |
| NKENIKE, Inc. | Stock | 500,000 | $31.9M | 2.6% | +50,000+11.1% | Added | History |
| AONAon plc | CL A | 100,000 | $35.3M | 2.8% | 00.0% | Unchanged | History |
| TDYTeledyne Technologies Inc | COM | 70,000 | $35.8M | 2.9% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 80,000 | $38.7M | 3.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 256,250 | $39.1M | 3.1% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 200,000 | $40.6M | 3.3% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 140,000 | $45.1M | 3.6% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 140,000 | $51.8M | 4.2% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 140,000 | $53.7M | 4.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 90,000 | $59.4M | 4.8% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 260,000 | $60.0M | 4.8% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 800,000 | $79.9M | 6.4% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 335,000 | $81.2M | 6.5% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 400,000 | $91.1M | 7.3% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 360,000 | $97.6M | 7.9% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 420,000 | $131.5M | 10.6% | −10,000−2.3% | Reduced | History |