Central Securities Corp 13F holdings
Central Securities Corp reported 29 positions with a total reported value of $1.3B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-10. Top holdings by reported value: GOOGL ALPHABET INC (10.7%), ADI ANALOG DEVICES INC (10.4%), PGR PROGRESSIVE CORP (6.5%), COF CAPITAL ONE FINL CORP (5.2%), KEYS KEYSIGHT TECHNOLOGIES INC (5.2%). Against 2026-03-31 it opened 1 new position and exited 2. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 29 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| GOOGL ALPHABET INC | 400,000 | $142.9M | 10.7% |
| ADI ANALOG DEVICES INC | 350,000 | $139.0M | 10.4% |
| PGR PROGRESSIVE CORP | 400,000 | $87.4M | 6.5% |
| COF CAPITAL ONE FINL CORP | 350,000 | $70.2M | 5.2% |
| KEYS KEYSIGHT TECHNOLOGIES INC | 200,000 | $70.0M | 5.2% |
| SCHW SCHWAB CHARLES CORP | 700,000 | $64.6M | 4.8% |
| AMZN AMAZON COM INC | 260,000 | $62.0M | 4.6% |
| AJG GALLAGHER ARTHUR J & CO | 255,000 | $58.5M | 4.4% |
| MSI MOTOROLA SOLUTIONS INC | 140,000 | $58.1M | 4.3% |
| META META PLATFORMS INC | 90,000 | $50.7M | 3.8% |
| AXP AMERICAN EXPRESS CO | 140,000 | $47.4M | 3.5% |
| TDY TELEDYNE TECHNOLOGIES INC | 70,000 | $46.7M | 3.5% |
| JPM JPMORGAN CHASE & CO | 140,000 | $45.8M | 3.4% |
| CVX CHEVRON CORPORATION | 256,250 | $42.5M | 3.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 80,000 | $38.2M | 2.8% |
| SUNB SUNBELT RENTALS HOLDINGS INC | 500,000 | $37.4M | 2.8% |
| MELI MERCADOLIBRE INC | 18,000 | $30.6M | 2.3% |
| MSFT MICROSOFT CORP | 80,000 | $29.8M | 2.2% |
| RYN RAYONIER INC | 1,260,130 | $26.8M | 2.0% |
| V VISA INC | 75,000 | $25.7M | 1.9% |
| EFX EQUIFAX INC | 145,000 | $23.0M | 1.7% |
| NKE NIKE INC | 500,000 | $20.5M | 1.5% |
| MDT MEDTRONIC PLC | 250,000 | $19.6M | 1.5% |
| MRK MERCK & CO INC | 150,000 | $19.3M | 1.4% |
| CLBT CELLEBRITE DI LTD | 1,300,000 | $19.0M | 1.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CLBT CELLEBRITE DI LTD | 1,300,000 | $19.0M | 1.4% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 2 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AJG GALLAGHER ARTHUR J & CO | 135,000 | 255,000 | +88.9% | $58.5M |
| EFX EQUIFAX INC | 100,000 | 145,000 | +45.0% | $23.0M |
| MELI MERCADOLIBRE INC | 15,500 | 18,000 | +16.1% | $30.6M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SUNB SUNBELT RENTALS HOLDINGS INC | 600,000 | 500,000 | -16.7% | $37.4M |
CIK 18748 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
