Central Securities Corp
An institutional investment manager in New York, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 10, 2026. SEC CIK 18748.
- Reported value$1.34bn
- Positions29
Holdings: 29 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Alphabet IncGOOGL | Class A | 02079K305 | 143 | 10.7% | 400,000 | Unchanged | |
| Analog Devices IncADI | Common | 032654105 | 139 | 10.4% | 350,000 | Unchanged | |
| Progressive CorpPGR | Common | 743315103 | 87.4 | 6.5% | 400,000 | Unchanged | |
| Capital One Finl CorpCOF | Common | 14040H105 | 70.2 | 5.2% | 350,000 | Unchanged | |
| Keysight Technologies IncKEYS | Common | 49338L103 | 70.0 | 5.2% | 200,000 | Unchanged | |
| Schwab Charles CorpSCHW | Common | 808513105 | 64.6 | 4.8% | 700,000 | Unchanged | |
| Amazon Com IncAMZN | Common | 023135106 | 62.0 | 4.6% | 260,000 | Unchanged | |
| Gallagher Arthur J & CoAJG | Common | 363576109 | 58.5 | 4.4% | 255,000 | Added+120,000 | |
| Motorola Solutions IncMSI | Common | 620076307 | 58.1 | 4.3% | 140,000 | Unchanged | |
| Meta Platforms IncMETA | Class A | 30303M102 | 50.7 | 3.8% | 90,000 | Unchanged | |
| American Express CoAXP | Common | 025816109 | 47.4 | 3.5% | 140,000 | Unchanged | |
| Teledyne Technologies IncTDY | Common | 879360105 | 46.7 | 3.5% | 70,000 | Unchanged | |
| Jpmorgan Chase & CoJPM | Common | 46625H100 | 45.8 | 3.4% | 140,000 | Unchanged | |
| Chevron CorporationCVX | Common | 166764100 | 42.5 | 3.2% | 256,250 | Unchanged | |
| Taiwan Semiconductor ManufacTSM | ADR | 874039100 | 38.2 | 2.8% | 80,000 | Unchanged | |
| Sunbelt Rentals Holdings IncSUNB | Common | 866966104 | 37.4 | 2.8% | 500,000 | Reduced−100,000 | |
| Mercadolibre IncMELI | Common | 58733R102 | 30.6 | 2.3% | 18,000 | Added+2,500 | |
| Microsoft CorpMSFT | Common | 594918104 | 29.8 | 2.2% | 80,000 | Unchanged | |
| Rayonier IncRYN | Common | 754907103 | 26.8 | 2.0% | 1,260,130 | Unchanged | |
| Visa IncV | Common Class A | 92826C839 | 25.7 | 1.9% | 75,000 | Unchanged | |
| Equifax IncEFX | Common | 294429105 | 23.0 | 1.7% | 145,000 | Added+45,000 | |
| Nike IncNKE | Common | 654106103 | 20.5 | 1.5% | 500,000 | Unchanged | |
| Medtronic plc | Common | G5960L103 | 19.6 | 1.5% | 250,000 | Unchanged | |
| Merck & Co IncMRK | Common | 58933Y105 | 19.3 | 1.4% | 150,000 | Unchanged | |
| Cellebrite Di Ltd | Ordinary Shares | M2197Q107 | 19.0 | 1.4% | 1,300,000 | New+1,300,000 | |
| Brady CorpBRC | Class A | 104674106 | 18.3 | 1.4% | 200,000 | Unchanged | |
| Johnson & JohnsonJNJ | Common | 478160104 | 17.8 | 1.3% | 70,000 | Unchanged | |
| Roper Technologies IncROP | Common | 776696106 | 16.9 | 1.3% | 50,000 | Unchanged | |
| TWFG IncTWFG | Class A | 87318A101 | 12.0 | 0.9% | 500,000 | Unchanged |
Sold out: 2 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| AON plc | Class A | G0403H108 | 0.0 | 0.0% | 0 | Sold out−80,000 | |
| Willscot Holdings CorpWSC | Common | 971378104 | 0.0 | 0.0% | 0 | Sold out−225,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0001209992-26-000048 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.