Central Securities Corp 13F Holdings · Q2 2026
Central Securities Corp reported 29 securities worth $1.34B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOGL (10.66%), ADI (10.37%), PGR (6.52%). Among its top 25 positions this quarter: 1 new, 3 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $142.9M | 10.66% | 400,000 | Hold |
| 2 | ADI | ANALOG DEVICES INC | $139.0M | 10.37% | 350,000 | Hold |
| 3 | PGR | PROGRESSIVE CORP | $87.4M | 6.52% | 400,000 | Hold |
| 4 | COF | CAPITAL ONE FINL CORP | $70.2M | 5.24% | 350,000 | Hold |
| 5 | KEYS | KEYSIGHT TECHNOLOGIES INC | $70.0M | 5.22% | 200,000 | Hold |
| 6 | SCHW | SCHWAB CHARLES CORP | $64.6M | 4.82% | 700,000 | Hold |
| 7 | AMZN | AMAZON COM INC | $62.0M | 4.62% | 260,000 | Hold |
| 8 | AJG | GALLAGHER ARTHUR J & CO | $58.5M | 4.37% | 255,000 | Added |
| 9 | MSI | MOTOROLA SOLUTIONS INC | $58.1M | 4.34% | 140,000 | Hold |
| 10 | META | META PLATFORMS INC | $50.7M | 3.78% | 90,000 | Hold |
| 11 | AXP | AMERICAN EXPRESS CO | $47.4M | 3.53% | 140,000 | Hold |
| 12 | TDY | TELEDYNE TECHNOLOGIES INC | $46.7M | 3.48% | 70,000 | Hold |
| 13 | JPM | JPMORGAN CHASE & CO | $45.8M | 3.42% | 140,000 | Hold |
| 14 | CVX | CHEVRON CORPORATION | $42.5M | 3.17% | 256,250 | Hold |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.2M | 2.85% | 80,000 | Hold |
| 16 | SUNB | SUNBELT RENTALS HOLDINGS INC | $37.4M | 2.79% | 500,000 | Trimmed |
| 17 | MELI | MERCADOLIBRE INC | $30.6M | 2.28% | 18,000 | Added |
| 18 | MSFT | MICROSOFT CORP | $29.8M | 2.23% | 80,000 | Hold |
| 19 | RYN | RAYONIER INC | $26.8M | 2.00% | 1.3M | Hold |
| 20 | V | VISA INC | $25.7M | 1.92% | 75,000 | Hold |
| 21 | EFX | EQUIFAX INC | $23.0M | 1.72% | 145,000 | Added |
| 22 | NKE | NIKE INC | $20.5M | 1.53% | 500,000 | Hold |
| 23 | MDT | MEDTRONIC PLC | $19.6M | 1.46% | 250,000 | Hold |
| 24 | MRK | MERCK & CO INC | $19.3M | 1.44% | 150,000 | Hold |
| 25 | CLBT | CELLEBRITE DI LTD | $19.0M | 1.42% | 1.3M | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR