CENTRAL SECURITIES CORP — 13F Holdings & Portfolio
CIK 18748 · latest 13F-HR filed 2026-08-10
CENTRAL SECURITIES CORP manages $1.34B in 13F-reported U.S. long-equity assets across 29 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (10.66%), ADI (10.37%), PGR (6.52%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 2, added to 17, and trimmed 3.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 820
NEW YORK, NY 10111
$1.34B
Long-equity book
29
Distinct positions
2026-06-30
Filed 2026-08-10
+1 / −2 / ↑17 / ↓3
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- GALLAGHER ARTHUR J & CO$29.3M +100.2%
- ALPHABET INC$27.9M +24.3%
- ANALOG DEVICES INC$27.7M +24.8%
- KEYSIGHT TECHNOLOGIES INC$13.5M +24.0%
- TAIWAN SEMICONDUCTOR MANUFAC$11.2M +41.3%
Top Trims
- CHEVRON CORPORATION-$10.5M -19.9%
- NIKE INC-$5.9M -22.3%
- MEDTRONIC PLC-$2.1M -9.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOGL | 02079K305 | $142.9M | 10.66% | 400,000 | SH |
| 2 | ANALOG DEVICES INC | ADI | 032654105 | $139.0M | 10.37% | 350,000 | SH |
| 3 | PROGRESSIVE CORP | PGR | 743315103 | $87.4M | 6.52% | 400,000 | SH |
| 4 | CAPITAL ONE FINL CORP | COF | 14040H105 | $70.2M | 5.24% | 350,000 | SH |
| 5 | KEYSIGHT TECHNOLOGIES INC | KEYS | 49338L103 | $70.0M | 5.22% | 200,000 | SH |
| 6 | SCHWAB CHARLES CORP | SCHW | 808513105 | $64.6M | 4.82% | 700,000 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $62.0M | 4.62% | 260,000 | SH |
| 8 | GALLAGHER ARTHUR J & CO | AJG | 363576109 | $58.5M | 4.37% | 255,000 | SH |
| 9 | MOTOROLA SOLUTIONS INC | MSI | 620076307 | $58.1M | 4.34% | 140,000 | SH |
| 10 | META PLATFORMS INC | META | 30303M102 | $50.7M | 3.78% | 90,000 | SH |
| 11 | AMERICAN EXPRESS CO | AXP | 025816109 | $47.4M | 3.53% | 140,000 | SH |
| 12 | TELEDYNE TECHNOLOGIES INC | TDY | 879360105 | $46.7M | 3.48% | 70,000 | SH |
| 13 | JPMORGAN CHASE & CO | JPM | 46625H100 | $45.8M | 3.42% | 140,000 | SH |
| 14 | CHEVRON CORPORATION | CVX | 166764100 | $42.5M | 3.17% | 256,250 | SH |
| 15 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $38.2M | 2.85% | 80,000 | SH |
| 16 | SUNBELT RENTALS HOLDINGS INC | SUNB | 866966104 | $37.4M | 2.79% | 500,000 | SH |
| 17 | MERCADOLIBRE INC | MELI | 58733R102 | $30.6M | 2.28% | 18,000 | SH |
| 18 | MICROSOFT CORP | MSFT | 594918104 | $29.8M | 2.23% | 80,000 | SH |
| 19 | RAYONIER INC | RYN | 754907103 | $26.8M | 2.00% | 1,260,130 | SH |
| 20 | VISA INC | V | 92826C839 | $25.7M | 1.92% | 75,000 | SH |
| 21 | EQUIFAX INC | EFX | 294429105 | $23.0M | 1.72% | 145,000 | SH |
| 22 | NIKE INC | NKE | 654106103 | $20.5M | 1.53% | 500,000 | SH |
| 23 | MEDTRONIC PLC | MDT | G5960L103 | $19.6M | 1.46% | 250,000 | SH |
| 24 | MERCK & CO INC | MRK | 58933Y105 | $19.3M | 1.44% | 150,000 | SH |
| 25 | CELLEBRITE DI LTD | CLBT | M2197Q107 | $19.0M | 1.42% | 1,300,000 | SH |
| 26 | BRADY CORP | BRC | 104674106 | $18.3M | 1.37% | 200,000 | SH |
| 27 | JOHNSON & JOHNSON | JNJ | 478160104 | $17.8M | 1.33% | 70,000 | SH |
| 28 | ROPER TECHNOLOGIES INC | ROP | 776696106 | $16.9M | 1.26% | 50,000 | SH |
| 29 | TWFG INC | TWFG | 87318A101 | $12.0M | 0.90% | 500,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-10 | $1.34B | 29 | 0001209992-26-000048 |
| 2026-03-31 | 2026-05-08 | $1.21B | 30 | 0001209992-26-000035 |
| 2025-12-31 | 2026-02-10 | $1.24B | 29 | 0001209992-26-000018 |