13F HOLDINGS REPORT
CENTRAL SECURITIES CORP
Quarter ended Q1 2025 · Filed May 7, 2025 · Accession 0000018748-25-000002
Total Value
$1.05B
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | 743315103 | 400,000 | $113.2M | 10.77% |
| 2 | ANALOG DEVICES INC | ADI | 390,000 | $78.7M | 7.48% |
| 3 | ALPHABET INC | GOOG | 450,000 | $69.6M | 6.62% |
| 4 | MOTOROLA SOLUTIONS INC | MSI | 145,000 | $63.5M | 6.04% |
| 5 | SCHWAB CHARLES CORP | SCHW-PJ | 800,000 | $62.6M | 5.96% |
| 6 | META PLATFORMS INC | META | 100,000 | $57.6M | 5.48% |
| 7 | CAPITAL ONE FINL CORP | 14040H105 | 300,000 | $53.8M | 5.12% |
| 8 | AMAZON COM INC | AMZN | 235,000 | $44.7M | 4.25% |
| 9 | AMERICAN EXPRESS CO | AXP | 150,000 | $40.4M | 3.84% |
| 10 | HESS CORP | HESM | 250,000 | $39.9M | 3.80% |
| 11 | AON PLC | AON | 100,000 | $39.9M | 3.80% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 160,000 | $39.2M | 3.74% |
| 13 | GALLAGHER ARTHUR J & CO | 363576109 | 105,000 | $36.3M | 3.45% |
| 14 | TELEDYNE TECHNOLOGIES INC | TDY | 70,000 | $34.8M | 3.32% |
| 15 | RAYONIER INC | RYN | 1,201,474 | $33.5M | 3.19% |
| 16 | ROPER TECHNOLOGIES INC | ROP | 55,000 | $32.4M | 3.09% |
| 17 | MICROSOFT CORP | MSFT | 80,000 | $30.0M | 2.86% |
| 18 | KEYSIGHT TECHNOLOGIES INC | KEYS | 200,000 | $30.0M | 2.85% |
| 19 | VISA INC | V | 75,000 | $26.3M | 2.50% |
| 20 | MERCADOLIBRE INC | MELI | 13,000 | $25.4M | 2.41% |
| 21 | NIKE INC | NKE | 325,000 | $20.6M | 1.96% |
| 22 | MEDTRONIC PLC | MDT | 175,000 | $15.7M | 1.50% |
| 23 | JOHNSON & JOHNSON | JNJ | 90,000 | $14.9M | 1.42% |
| 24 | MERCK & CO INC | MRK | 160,000 | $14.4M | 1.37% |
| 25 | BRADY CORP | BRC | 200,000 | $14.1M | 1.34% |
| 26 | COHERENT CORP | COHR | 200,000 | $13.0M | 1.24% |
| 27 | WILLSCOT HLDGS CORP | WSC | 225,000 | $6.3M | 0.60% |