Central Securities Corp
- SEC CIK
- 0000018748
- Latest filing
- Aug 10, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 10, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 29
- −1 vs. Q1 2026
- Portfolio value
- $1.34B
- +$129.2M (+10.7%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TWFGTWFG, Inc. | COM CL A | 500,000 | $12.0M | 0.9% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 50,000 | $16.9M | 1.3% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 70,000 | $17.8M | 1.3% | 00.0% | Unchanged | History |
| BRCBrady Corp | CL A | 200,000 | $18.3M | 1.4% | 00.0% | Unchanged | History |
| CLBTCellebrite DI Ltd. | ORDINARY SHARES | 1,300,000 | $19.0M | 1.4% | +1,300,000 | New | History |
| MRKMerck & Co., Inc. | Stock | 150,000 | $19.3M | 1.4% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 250,000 | $19.6M | 1.5% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 500,000 | $20.5M | 1.5% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 145,000 | $23.0M | 1.7% | +45,000+45.0% | Added | History |
| VVisa Inc. | Stock | 75,000 | $25.7M | 1.9% | 00.0% | Unchanged | History |
| RYNRayonier Inc | COM | 1,260,130 | $26.8M | 2.0% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 80,000 | $29.8M | 2.2% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 18,000 | $30.6M | 2.3% | +2,500+16.1% | Added | History |
| SUNBSunbelt Rentals Holdings, Inc. | SHS | 500,000 | $37.4M | 2.8% | −100,000−16.7% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 80,000 | $38.2M | 2.8% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 256,250 | $42.5M | 3.2% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 140,000 | $45.8M | 3.4% | 00.0% | Unchanged | History |
| TDYTeledyne Technologies Inc | COM | 70,000 | $46.7M | 3.5% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 140,000 | $47.4M | 3.5% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 90,000 | $50.7M | 3.8% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 140,000 | $58.1M | 4.3% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 255,000 | $58.5M | 4.4% | +120,000+88.9% | Added | History |
| AMZNAmazon Com Inc | Stock | 260,000 | $62.0M | 4.6% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 700,000 | $64.6M | 4.8% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 200,000 | $70.0M | 5.2% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 350,000 | $70.2M | 5.2% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 400,000 | $87.4M | 6.5% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 350,000 | $139.0M | 10.4% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 400,000 | $142.9M | 10.7% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.