13F HOLDINGS REPORT
CENTRAL SECURITIES CORP
Quarter ended Q3 2024 · Filed November 8, 2024 · Accession 0000018748-24-000014
Total Value
$1.03B
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | 743315103 | 420,000 | $106.6M | 10.34% |
| 2 | ANALOG DEVICES INC | ADI | 400,000 | $92.1M | 8.93% |
| 3 | ALPHABET INC | GOOG | 450,000 | $74.6M | 7.24% |
| 4 | MOTOROLA SOLUTIONS INC | MSI | 145,000 | $65.2M | 6.33% |
| 5 | META PLATFORMS INC | META | 100,000 | $57.2M | 5.55% |
| 6 | SCHWAB CHARLES CORP | SCHW-PJ | 800,000 | $51.8M | 5.03% |
| 7 | AMERICAN EXPRESS CO | AXP | 170,000 | $46.1M | 4.47% |
| 8 | CAPITAL ONE FINL CORP | 14040H105 | 300,000 | $44.9M | 4.36% |
| 9 | AMAZON COM INC | AMZN | 225,000 | $41.9M | 4.07% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 180,000 | $38.0M | 3.68% |
| 11 | HESS CORP | HESM | 275,000 | $37.3M | 3.62% |
| 12 | RAYONIER INC | RYN | 1,150,000 | $37.0M | 3.59% |
| 13 | AON PLC | AON | 100,000 | $34.6M | 3.36% |
| 14 | MICROSOFT CORP | MSFT | 80,000 | $34.4M | 3.34% |
| 15 | KEYSIGHT TECHNOLOGIES INC | KEYS | 200,000 | $31.8M | 3.08% |
| 16 | ROPER TECHNOLOGIES INC | ROP | 55,000 | $30.6M | 2.97% |
| 17 | GALLAGHER ARTHUR J & CO | 363576109 | 105,000 | $29.5M | 2.87% |
| 18 | MERCADOLIBRE INC | MELI | 13,000 | $26.7M | 2.59% |
| 19 | TELEDYNE TECHNOLOGIES INC | TDY | 60,000 | $26.3M | 2.55% |
| 20 | VISA INC | V | 75,000 | $20.6M | 2.00% |
| 21 | MERCK & CO INC | MRK | 160,000 | $18.2M | 1.76% |
| 22 | COHERENT CORP | COHR | 200,000 | $17.8M | 1.73% |
| 23 | MEDTRONIC PLC | MDT | 185,000 | $16.7M | 1.62% |
| 24 | BRADY CORP | BRC | 200,000 | $15.3M | 1.49% |
| 25 | JOHNSON & JOHNSON | JNJ | 90,000 | $14.6M | 1.42% |
| 26 | AERCAP HOLDINGS NV | AER | 120,000 | $11.4M | 1.10% |
| 27 | INTEL CORP | INTC | 400,000 | $9.4M | 0.91% |