EdgeMarket › What Central Securities Corp reported owning
What Central Securities Corp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
30Quarter
2026-03-31Shown below
30largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | 115.0M | 9.5% | 400.0K | 344.82 | +73.0% |
| ADI ANALOG DEVICES INC | 111.3M | 9.2% | 350.0K | 373.09 | +52.4% |
| PGR PROGRESSIVE CORP/OH/ | 79.3M | 6.5% | 400.0K | 219.28 | -13.2% |
| SCHW SCHWAB CHARLES CORP | 65.8M | 5.4% | 700.0K | 112.30 | +17.6% |
| COF CAPITAL ONE FINANCIAL CORP | 63.9M | 5.3% | 350.0K | 217.91 | +1.5% |
| MSI Motorola Solutions, Inc. | 60.8M | 5.0% | 140.0K | 480.47 | +4.0% |
| KEYS Keysight Technologies, Inc. | 56.5M | 4.7% | 200.0K | 316.13 | +99.4% |
| AMZN AMAZON COM INC | 54.2M | 4.5% | 260.0K | 258.63 | +15.6% |
| CVX CHEVRON CORP | 53.0M | 4.4% | 256.2K | 205.27 | +34.0% |
| META Meta Platforms, Inc. | 51.5M | 4.3% | 90.0K | 549.90 | -26.5% |
| TDY TELEDYNE TECHNOLOGIES INC | 42.4M | 3.5% | 70.0K | 636.15 | +17.4% |
| AXP AMERICAN EXPRESS CO | 42.3M | 3.5% | 140.0K | 336.00 | +8.9% |
| JPM JPMORGAN CHASE & CO | 41.2M | 3.4% | 140.0K | 351.58 | +20.3% |
| SUNB Sunbelt Rentals Holdings, Inc. | 39.1M | 3.2% | 600.0K | 76.88 | — |
| MSFT MICROSOFT CORP | 29.6M | 2.4% | 80.0K | 483.24 | -4.4% |
| AJG Arthur J. Gallagher & Co. | 29.2M | 2.4% | 135.0K | 263.81 | -12.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 27.0M | 2.2% | 80.0K | 418.95 | +83.3% |
| MELI MERCADOLIBRE INC | 26.8M | 2.2% | 15.5K | 1,922.73 | -17.7% |
| NKE NIKE, Inc. | 26.4M | 2.2% | 500.0K | 40.76 | -46.6% |
| RYN RAYONIER INC | 26.0M | 2.1% | 1.3M | 21.20 | -20.5% |
| AON Aon plc | 25.8M | 2.1% | 80.0K | 355.11 | -5.1% |
| V VISA INC. | 22.7M | 1.9% | 75.0K | 371.04 | +7.9% |
| MDT Medtronic plc | 21.7M | 1.8% | 250.0K | 93.35 | +0.1% |
| MRK Merck & Co., Inc. | 18.0M | 1.5% | 150.0K | 152.55 | +80.2% |
| EFX EQUIFAX INC | 18.0M | 1.5% | 100.0K | 192.62 | -22.4% |
| ROP ROPER TECHNOLOGIES INC | 17.7M | 1.5% | 50.0K | 411.79 | -23.8% |
| JNJ JOHNSON & JOHNSON | 17.1M | 1.4% | 70.0K | 270.24 | +51.1% |
| BRC BRADY CORP | 16.2M | 1.3% | 200.0K | 91.29 | +25.5% |
| TWFG TWFG, Inc. | 9.2M | 0.8% | 500.0K | 28.96 | +3.3% |
| WSC WillScot Holdings Corp | 3.9M | 0.3% | 225.0K | 22.14 | -6.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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