# Central Securities Corp: Form 13F holdings

An institutional investment manager in New York, NY. SEC CIK 18748.

- Quarter ended: 2026-06-30
- Filed: 2026-08-10
- Reported value: $1.34bn
- Positions: 29 (29 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/18748/000120999226000048/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | Class A | $142.9m | 10.7% | 400,000 |  | Unchanged |
| [ANALOG DEVICES INC (ADI)](/companies/adi.md) | Common | $139.0m | 10.4% | 350,000 |  | Unchanged |
| [PROGRESSIVE CORP (PGR)](/companies/pgr.md) | Common | $87.4m | 6.5% | 400,000 |  | Unchanged |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | Common | $70.2m | 5.2% | 350,000 |  | Unchanged |
| [KEYSIGHT TECHNOLOGIES INC (KEYS)](/companies/keys.md) | Common | $70.0m | 5.2% | 200,000 |  | Unchanged |
| [SCHWAB CHARLES CORP (SCHW)](/companies/schw.md) | Common | $64.6m | 4.8% | 700,000 |  | Unchanged |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | Common | $62.0m | 4.6% | 260,000 |  | Unchanged |
| [GALLAGHER ARTHUR J & CO (AJG)](/companies/ajg.md) | Common | $58.5m | 4.4% | 255,000 |  | Added +120,000 |
| [MOTOROLA SOLUTIONS INC (MSI)](/companies/msi.md) | Common | $58.1m | 4.3% | 140,000 |  | Unchanged |
| [META PLATFORMS INC (META)](/companies/meta.md) | Class A | $50.7m | 3.8% | 90,000 |  | Unchanged |
| [AMERICAN EXPRESS CO (AXP)](/companies/axp.md) | Common | $47.4m | 3.5% | 140,000 |  | Unchanged |
| [TELEDYNE TECHNOLOGIES INC (TDY)](/companies/tdy.md) | Common | $46.7m | 3.5% | 70,000 |  | Unchanged |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | Common | $45.8m | 3.4% | 140,000 |  | Unchanged |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | Common | $42.5m | 3.2% | 256,250 |  | Unchanged |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | ADR | $38.2m | 2.8% | 80,000 |  | Unchanged |
| [SUNBELT RENTALS HOLDINGS INC (SUNB)](/companies/sunb.md) | Common | $37.4m | 2.8% | 500,000 |  | Reduced −100,000 |
| [MERCADOLIBRE INC (MELI)](/companies/meli.md) | Common | $30.6m | 2.3% | 18,000 |  | Added +2,500 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | Common | $29.8m | 2.2% | 80,000 |  | Unchanged |
| [RAYONIER INC (RYN)](/companies/ryn.md) | Common | $26.8m | 2.0% | 1,260,130 |  | Unchanged |
| [VISA INC (V)](/companies/v.md) | Common Class A | $25.7m | 1.9% | 75,000 |  | Unchanged |
| [EQUIFAX INC (EFX)](/companies/efx.md) | Common | $23.0m | 1.7% | 145,000 |  | Added +45,000 |
| [NIKE INC (NKE)](/companies/nke.md) | Common | $20.5m | 1.5% | 500,000 |  | Unchanged |
| MEDTRONIC PLC | Common | $19.6m | 1.5% | 250,000 |  | Unchanged |
| [MERCK & CO INC (MRK)](/companies/mrk.md) | Common | $19.3m | 1.4% | 150,000 |  | Unchanged |
| CELLEBRITE DI LTD | Ordinary Shares | $19.0m | 1.4% | 1,300,000 |  | New +1,300,000 |
| [BRADY CORP (BRC)](/companies/brc.md) | Class A | $18.3m | 1.4% | 200,000 |  | Unchanged |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | Common | $17.8m | 1.3% | 70,000 |  | Unchanged |
| [ROPER TECHNOLOGIES INC (ROP)](/companies/rop.md) | Common | $16.9m | 1.3% | 50,000 |  | Unchanged |
| [TWFG INC (TWFG)](/companies/twfg.md) | Class A | $12.0m | 0.9% | 500,000 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| AON PLC | Class A | $0 | 0.0% | 0 |  | Sold out −80,000 |
| [WILLSCOT HLDGS CORP (WSC)](/companies/wsc.md) | Common | $0 | 0.0% | 0 |  | Sold out −225,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001209992-26-000048. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.