13F HOLDINGS REPORT
CENTRAL SECURITIES CORP
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001209992-26-000018
Total Value
$1.24B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 420,000 | $131.5M | 10.57% |
| 2 | ANALOG DEVICES INC | ADI | 360,000 | $97.6M | 7.85% |
| 3 | PROGRESSIVE CORP | 743315103 | 400,000 | $91.1M | 7.32% |
| 4 | CAPITAL ONE FINL CORP | 14040H105 | 335,000 | $81.2M | 6.53% |
| 5 | SCHWAB CHARLES CORP | SCHW-PJ | 800,000 | $79.9M | 6.43% |
| 6 | AMAZON COM INC | AMZN | 260,000 | $60.0M | 4.83% |
| 7 | META PLATFORMS INC | META | 90,000 | $59.4M | 4.78% |
| 8 | MOTOROLA SOLUTIONS INC | MSI | 140,000 | $53.7M | 4.31% |
| 9 | AMERICAN EXPRESS CO | AXP | 140,000 | $51.8M | 4.16% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 140,000 | $45.1M | 3.63% |
| 11 | KEYSIGHT TECHNOLOGIES INC | KEYS | 200,000 | $40.6M | 3.27% |
| 12 | CHEVRON CORP NEW | CVX | 256,250 | $39.1M | 3.14% |
| 13 | MICROSOFT CORP | MSFT | 80,000 | $38.7M | 3.11% |
| 14 | TELEDYNE TECHNOLOGIES INC | TDY | 70,000 | $35.8M | 2.87% |
| 15 | AON PLC | AON | 100,000 | $35.3M | 2.84% |
| 16 | NIKE INC | NKE | 500,000 | $31.9M | 2.56% |
| 17 | COHERENT CORP | COHR | 150,000 | $27.7M | 2.23% |
| 18 | RAYONIER INC | RYN | 1,260,130 | $27.3M | 2.19% |
| 19 | GALLAGHER ARTHUR J & CO | 363576109 | 105,000 | $27.2M | 2.18% |
| 20 | VISA INC | V | 75,000 | $26.3M | 2.11% |
| 21 | MERCADOLIBRE INC | MELI | 13,000 | $26.2M | 2.11% |
| 22 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 80,000 | $24.3M | 1.95% |
| 23 | MEDTRONIC PLC | MDT | 250,000 | $24.0M | 1.93% |
| 24 | ROPER TECHNOLOGIES INC | ROP | 50,000 | $22.3M | 1.79% |
| 25 | JOHNSON & JOHNSON | JNJ | 80,000 | $16.6M | 1.33% |
| 26 | MERCK & CO INC | MRK | 150,000 | $15.8M | 1.27% |
| 27 | BRADY CORP | BRC | 200,000 | $15.7M | 1.26% |
| 28 | TWFG INC | TWFG | 475,000 | $13.7M | 1.10% |
| 29 | WILLSCOT HLDGS CORP | WSC | 225,000 | $4.2M | 0.34% |