13F HOLDINGS REPORT
CENTRAL SECURITIES CORP
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0000018748-25-000009
Total Value
$1.13B
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | 743315103 | 400,000 | $106.7M | 9.42% |
| 2 | ANALOG DEVICES INC | ADI | 370,000 | $88.1M | 7.77% |
| 3 | ALPHABET INC | GOOG | 445,000 | $78.4M | 6.92% |
| 4 | META PLATFORMS INC | META | 100,000 | $73.8M | 6.51% |
| 5 | SCHWAB CHARLES CORP | SCHW-PJ | 800,000 | $73.0M | 6.44% |
| 6 | CAPITAL ONE FINL CORP | 14040H105 | 335,000 | $71.3M | 6.29% |
| 7 | MOTOROLA SOLUTIONS INC | MSI | 140,000 | $58.9M | 5.19% |
| 8 | AMAZON COM INC | AMZN | 260,000 | $57.0M | 5.03% |
| 9 | AMERICAN EXPRESS CO | AXP | 150,000 | $47.8M | 4.22% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 150,000 | $43.5M | 3.84% |
| 11 | MICROSOFT CORP | MSFT | 80,000 | $39.8M | 3.51% |
| 12 | TELEDYNE TECHNOLOGIES INC | TDY | 70,000 | $35.9M | 3.16% |
| 13 | AON PLC | AON | 100,000 | $35.7M | 3.15% |
| 14 | HESS CORP | HESM | 250,000 | $34.6M | 3.06% |
| 15 | MERCADOLIBRE INC | MELI | 13,000 | $34.0M | 3.00% |
| 16 | GALLAGHER ARTHUR J & CO | 363576109 | 105,000 | $33.6M | 2.97% |
| 17 | KEYSIGHT TECHNOLOGIES INC | KEYS | 200,000 | $32.8M | 2.89% |
| 18 | NIKE INC | NKE | 400,000 | $28.4M | 2.51% |
| 19 | ROPER TECHNOLOGIES INC | ROP | 50,000 | $28.3M | 2.50% |
| 20 | RAYONIER INC | RYN | 1,201,474 | $26.6M | 2.35% |
| 21 | VISA INC | V | 75,000 | $26.6M | 2.35% |
| 22 | COHERENT CORP | COHR | 200,000 | $17.8M | 1.57% |
| 23 | MEDTRONIC PLC | MDT | 175,000 | $15.3M | 1.35% |
| 24 | JOHNSON & JOHNSON | JNJ | 90,000 | $13.7M | 1.21% |
| 25 | BRADY CORP | BRC | 200,000 | $13.6M | 1.20% |
| 26 | MERCK & CO INC | MRK | 150,000 | $11.9M | 1.05% |
| 27 | WILLSCOT HLDGS CORP | WSC | 225,000 | $6.2M | 0.54% |