Filed: 5/7/2025ACC: 0000018748-25-000002
📋 What this filing means
CENTRAL SECURITIES CORP filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $1.05B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$1.05B
Total AUM (reported)
6.65M
Total Shares
Allocation by class
COMMON$843.25M80.2%
CLASS A$181.26M17.2%
COMMON CLASS A$26.28M2.5%
Portfolio Concentration
Top 3$261.44M24.9%
4–10$362.53M34.5%
11–25$407.57M38.8%
Rest$19.24M1.8%
Top 3 weight
24.9%
Top 10 weight
59.4%
Voting Authority Distribution
Total shares with voting rights: 6.65M
Sole
Full voting authority
6.65M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
PROGRESSIVE CORP
SOLEShares400K
TypeSH
Market value$113.20M
10.77%
Sole
400K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares390K
TypeSH
Market value$78.65M
7.48%
Sole
390K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares450K
TypeSH
Market value$69.59M
6.62%
Sole
450K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
SOLEShares145K
TypeSH
Market value$63.48M
6.04%
Sole
145K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares800K
TypeSH
Market value$62.62M
5.96%
Sole
800K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares100K
TypeSH
Market value$57.64M
5.48%
Sole
100K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares300K
TypeSH
Market value$53.79M
5.12%
Sole
300K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares235K
TypeSH
Market value$44.71M
4.25%
Sole
235K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares150K
TypeSH
Market value$40.36M
3.84%
Sole
150K
Shared
0.00
None
0.00
HESS CORP
SOLEShares250K
TypeSH
Market value$39.93M
3.80%
Sole
250K
Shared
0.00
None
0.00
AON PLC
SOLEShares100K
TypeSH
Market value$39.91M
3.80%
Sole
100K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares160K
TypeSH
Market value$39.25M
3.74%
Sole
160K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares105K
TypeSH
Market value$36.25M
3.45%
Sole
105K
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES INC
SOLEShares70K
TypeSH
Market value$34.84M
3.32%
Sole
70K
Shared
0.00
None
0.00
RAYONIER INC
SOLEShares1.20M
TypeSH
Market value$33.50M
3.19%
Sole
1.20M
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares55K
TypeSH
Market value$32.43M
3.09%
Sole
55K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares80K
TypeSH
Market value$30.03M
2.86%
Sole
80K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares200K
TypeSH
Market value$29.95M
2.85%
Sole
200K
Shared
0.00
None
0.00
VISA INC
SOLEShares75K
TypeSH
Market value$26.28M
2.50%
Sole
75K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares13K
TypeSH
Market value$25.36M
2.41%
Sole
13K
Shared
0.00
None
0.00
NIKE INC
SOLEShares325K
TypeSH
Market value$20.63M
1.96%
Sole
325K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares175K
TypeSH
Market value$15.73M
1.50%
Sole
175K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares90K
TypeSH
Market value$14.93M
1.42%
Sole
90K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares160K
TypeSH
Market value$14.36M
1.37%
Sole
160K
Shared
0.00
None
0.00
BRADY CORP
SOLEShares200K
TypeSH
Market value$14.13M
1.34%
Sole
200K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORPSOLE | Common | 400K | SH | $113.20M 10.77% | 400K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | Common | 390K | SH | $78.65M 7.48% | 390K | 0.00 | 0.00 |
ALPHABET INCSOLE | Class A | 450K | SH | $69.59M 6.62% | 450K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | Common | 145K | SH | $63.48M 6.04% | 145K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | Common | 800K | SH | $62.62M 5.96% | 800K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | Class A | 100K | SH | $57.64M 5.48% | 100K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | Common | 300K | SH | $53.79M 5.12% | 300K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common | 235K | SH | $44.71M 4.25% | 235K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | Common | 150K | SH | $40.36M 3.84% | 150K | 0.00 | 0.00 |
HESS CORPSOLE | Common | 250K | SH | $39.93M 3.80% | 250K | 0.00 | 0.00 |
AON PLCSOLE | Class A | 100K | SH | $39.91M 3.80% | 100K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | Common | 160K | SH | $39.25M 3.74% | 160K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | Common | 105K | SH | $36.25M 3.45% | 105K | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INCSOLE | common | 70K | SH | $34.84M 3.32% | 70K | 0.00 | 0.00 |
RAYONIER INCSOLE | Common | 1.20M | SH | $33.50M 3.19% | 1.20M | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | Common | 55K | SH | $32.43M 3.09% | 55K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common | 80K | SH | $30.03M 2.86% | 80K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | Common | 200K | SH | $29.95M 2.85% | 200K | 0.00 | 0.00 |
VISA INCSOLE | Common Class A | 75K | SH | $26.28M 2.50% | 75K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | Common | 13K | SH | $25.36M 2.41% | 13K | 0.00 | 0.00 |
NIKE INCSOLE | Common | 325K | SH | $20.63M 1.96% | 325K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | Common | 175K | SH | $15.73M 1.50% | 175K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | Common | 90K | SH | $14.93M 1.42% | 90K | 0.00 | 0.00 |
MERCK & CO INCSOLE | Common | 160K | SH | $14.36M 1.37% | 160K | 0.00 | 0.00 |
BRADY CORPSOLE | Class A | 200K | SH | $14.13M 1.34% | 200K | 0.00 | 0.00 |
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