Central Securities Corp
- SEC CIK
- 0000018748
- Latest filing
- Aug 10, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 8, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 30
- +1 vs. Q4 2025
- Portfolio value
- $1.21B
- −$32.1M (−2.6%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WSCWillScot Holdings Corp | COM CL A | 225,000 | $3.91M | 0.3% | 00.0% | Unchanged | History |
| TWFGTWFG, Inc. | COM CL A | 500,000 | $9.20M | 0.8% | +25,000+5.3% | Added | History |
| BRCBrady Corp | CL A | 200,000 | $16.2M | 1.3% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 70,000 | $17.1M | 1.4% | −10,000−12.5% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 50,000 | $17.7M | 1.5% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 100,000 | $18.0M | 1.5% | +100,000 | New | History |
| MRKMerck & Co., Inc. | Stock | 150,000 | $18.0M | 1.5% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 250,000 | $21.7M | 1.8% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 75,000 | $22.7M | 1.9% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 80,000 | $25.8M | 2.1% | −20,000−20.0% | Reduced | History |
| RYNRayonier Inc | COM | 1,260,130 | $26.0M | 2.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 500,000 | $26.4M | 2.2% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 15,500 | $26.8M | 2.2% | +2,500+19.2% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 80,000 | $27.0M | 2.2% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 135,000 | $29.2M | 2.4% | +30,000+28.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 80,000 | $29.6M | 2.4% | 00.0% | Unchanged | History |
| SUNBSunbelt Rentals Holdings, Inc. | SHS | 600,000 | $39.1M | 3.2% | +600,000 | New | History |
| JPMJPMorgan Chase & Co | Stock | 140,000 | $41.2M | 3.4% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 140,000 | $42.3M | 3.5% | 00.0% | Unchanged | History |
| TDYTeledyne Technologies Inc | COM | 70,000 | $42.4M | 3.5% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 90,000 | $51.5M | 4.3% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 256,250 | $53.0M | 4.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 260,000 | $54.2M | 4.5% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 200,000 | $56.5M | 4.7% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 140,000 | $60.8M | 5.0% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 350,000 | $63.9M | 5.3% | +15,000+4.5% | Added | History |
| SCHWSchwab Charles Corp | Stock | 700,000 | $65.8M | 5.4% | −100,000−12.5% | Reduced | History |
| PGRProgressive Corp | Stock | 400,000 | $79.3M | 6.5% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 350,000 | $111.3M | 9.2% | −10,000−2.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 400,000 | $115.0M | 9.5% | −20,000−4.8% | Reduced | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.