Filed: 8/7/2025ACC: 0000018748-25-000009
📋 What this filing means
CENTRAL SECURITIES CORP filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $1.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$1.13B
Total AUM (reported)
6.73M
Total Shares
Allocation by class
COMMON$905.26M79.9%
CLASS A$201.50M17.8%
COMMON CLASS A$26.63M2.3%
Portfolio Concentration
Top 3$273.23M24.1%
4–10$425.31M37.5%
11–25$416.80M36.8%
Rest$18.04M1.6%
Top 3 weight
24.1%
Top 10 weight
61.6%
Voting Authority Distribution
Total shares with voting rights: 6.73M
Sole
Full voting authority
6.73M
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$106.74M
9.42%
Sole
400K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares370K
TypeSH
Market value$88.07M
7.77%
Sole
370K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares445K
TypeSH
Market value$78.42M
6.92%
Sole
445K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares100K
TypeSH
Market value$73.81M
6.51%
Sole
100K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares800K
TypeSH
Market value$72.99M
6.44%
Sole
800K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares335K
TypeSH
Market value$71.27M
6.29%
Sole
335K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
SOLEShares140K
TypeSH
Market value$58.86M
5.19%
Sole
140K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares260K
TypeSH
Market value$57.04M
5.03%
Sole
260K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares150K
TypeSH
Market value$47.85M
4.22%
Sole
150K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares150K
TypeSH
Market value$43.49M
3.84%
Sole
150K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares80K
TypeSH
Market value$39.79M
3.51%
Sole
80K
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES INC
SOLEShares70K
TypeSH
Market value$35.86M
3.16%
Sole
70K
Shared
0.00
None
0.00
AON PLC
SOLEShares100K
TypeSH
Market value$35.68M
3.15%
Sole
100K
Shared
0.00
None
0.00
HESS CORP
SOLEShares250K
TypeSH
Market value$34.63M
3.06%
Sole
250K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares13K
TypeSH
Market value$33.98M
3.00%
Sole
13K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares105K
TypeSH
Market value$33.61M
2.97%
Sole
105K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares200K
TypeSH
Market value$32.77M
2.89%
Sole
200K
Shared
0.00
None
0.00
NIKE INC
SOLEShares400K
TypeSH
Market value$28.42M
2.51%
Sole
400K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares50K
TypeSH
Market value$28.34M
2.50%
Sole
50K
Shared
0.00
None
0.00
RAYONIER INC
SOLEShares1.20M
TypeSH
Market value$26.65M
2.35%
Sole
1.20M
Shared
0.00
None
0.00
VISA INC
SOLEShares75K
TypeSH
Market value$26.63M
2.35%
Sole
75K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares200K
TypeSH
Market value$17.84M
1.57%
Sole
200K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares175K
TypeSH
Market value$15.25M
1.35%
Sole
175K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares90K
TypeSH
Market value$13.75M
1.21%
Sole
90K
Shared
0.00
None
0.00
BRADY CORP
SOLEShares200K
TypeSH
Market value$13.59M
1.20%
Sole
200K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORPSOLE | Common | 400K | SH | $106.74M 9.42% | 400K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | Common | 370K | SH | $88.07M 7.77% | 370K | 0.00 | 0.00 |
ALPHABET INCSOLE | Class A | 445K | SH | $78.42M 6.92% | 445K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | Class A | 100K | SH | $73.81M 6.51% | 100K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | Common | 800K | SH | $72.99M 6.44% | 800K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | Common | 335K | SH | $71.27M 6.29% | 335K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | Common | 140K | SH | $58.86M 5.19% | 140K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common | 260K | SH | $57.04M 5.03% | 260K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | Common | 150K | SH | $47.85M 4.22% | 150K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | Common | 150K | SH | $43.49M 3.84% | 150K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common | 80K | SH | $39.79M 3.51% | 80K | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INCSOLE | common | 70K | SH | $35.86M 3.16% | 70K | 0.00 | 0.00 |
AON PLCSOLE | Class A | 100K | SH | $35.68M 3.15% | 100K | 0.00 | 0.00 |
HESS CORPSOLE | Common | 250K | SH | $34.63M 3.06% | 250K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | Common | 13K | SH | $33.98M 3.00% | 13K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | Common | 105K | SH | $33.61M 2.97% | 105K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | Common | 200K | SH | $32.77M 2.89% | 200K | 0.00 | 0.00 |
NIKE INCSOLE | Common | 400K | SH | $28.42M 2.51% | 400K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | Common | 50K | SH | $28.34M 2.50% | 50K | 0.00 | 0.00 |
RAYONIER INCSOLE | Common | 1.20M | SH | $26.65M 2.35% | 1.20M | 0.00 | 0.00 |
VISA INCSOLE | Common Class A | 75K | SH | $26.63M 2.35% | 75K | 0.00 | 0.00 |
COHERENT CORPSOLE | Common | 200K | SH | $17.84M 1.57% | 200K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | Common | 175K | SH | $15.25M 1.35% | 175K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | Common | 90K | SH | $13.75M 1.21% | 90K | 0.00 | 0.00 |
BRADY CORPSOLE | Class A | 200K | SH | $13.59M 1.20% | 200K | 0.00 | 0.00 |
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