13F HOLDINGS REPORT
CENTRAL SECURITIES CORP
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001006975-25-000005
Total Value
$1.05B
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | 743315103 | 420,000 | $100.6M | 9.61% |
| 2 | ALPHABET INC | GOOG | 450,000 | $85.2M | 8.14% |
| 3 | ANALOG DEVICES INC | ADI | 400,000 | $85.0M | 8.12% |
| 4 | MOTOROLA SOLUTIONS INC | MSI | 145,000 | $67.0M | 6.40% |
| 5 | SCHWAB CHARLES CORP | SCHW-PJ | 800,000 | $59.2M | 5.65% |
| 6 | META PLATFORMS INC | META | 100,000 | $58.6M | 5.59% |
| 7 | CAPITAL ONE FINL CORP | 14040H105 | 300,000 | $53.5M | 5.11% |
| 8 | AMAZON COM INC | AMZN | 225,000 | $49.4M | 4.71% |
| 9 | AMERICAN EXPRESS CO | AXP | 150,000 | $44.5M | 4.25% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 180,000 | $43.1M | 4.12% |
| 11 | HESS CORP | HESM | 275,000 | $36.6M | 3.49% |
| 12 | AON PLC | AON | 100,000 | $35.9M | 3.43% |
| 13 | MICROSOFT CORP | MSFT | 80,000 | $33.7M | 3.22% |
| 14 | KEYSIGHT TECHNOLOGIES INC | KEYS | 200,000 | $32.1M | 3.07% |
| 15 | RAYONIER INC | RYN | 1,150,000 | $30.0M | 2.87% |
| 16 | GALLAGHER ARTHUR J & CO | 363576109 | 105,000 | $29.8M | 2.85% |
| 17 | ROPER TECHNOLOGIES INC | ROP | 55,000 | $28.6M | 2.73% |
| 18 | TELEDYNE TECHNOLOGIES INC | TDY | 60,000 | $27.8M | 2.66% |
| 19 | VISA INC | V | 75,000 | $23.7M | 2.26% |
| 20 | MERCADOLIBRE INC | MELI | 13,000 | $22.1M | 2.11% |
| 21 | COHERENT CORP | COHR | 200,000 | $18.9M | 1.81% |
| 22 | MERCK & CO INC | MRK | 160,000 | $15.9M | 1.52% |
| 23 | MEDTRONIC PLC | MDT | 185,000 | $14.8M | 1.41% |
| 24 | BRADY CORP | BRC | 200,000 | $14.8M | 1.41% |
| 25 | JOHNSON & JOHNSON | JNJ | 90,000 | $13.0M | 1.24% |
| 26 | INTEL CORP | INTC | 400,000 | $8.0M | 0.77% |
| 27 | NIKE INC | NKE | 1,000,000 | $7.6M | 0.72% |
| 28 | WILLSCOT HLDGS CORP | WSC | 225,000 | $7.5M | 0.72% |