Filed: 2/13/2025ACC: 0001006975-25-000005
📋 What this filing means
CENTRAL SECURITIES CORP filed this quarterly 13F‑HR report disclosing 28 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.
28
Positions
$1.05B
Total AUM (reported)
7.74M
Total Shares
Allocation by class
COMMON$828.93M79.2%
CLASS A$194.42M18.6%
COMMON CLASS A$23.70M2.3%
Portfolio Concentration
Top 3$270.81M25.9%
4–10$375.31M35.8%
11–25$377.83M36.1%
Rest$23.11M2.2%
Top 3 weight
25.9%
Top 10 weight
61.7%
Voting Authority Distribution
Total shares with voting rights: 6.84M
Sole
Full voting authority
6.84M
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)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
PROGRESSIVE CORP
SOLEShares420K
TypeSH
Market value$100.64M
9.61%
Sole
420K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares450K
TypeSH
Market value$85.19M
8.14%
Sole
450K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares400K
TypeSH
Market value$84.98M
8.12%
Sole
400K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
SOLEShares145K
TypeSH
Market value$67.02M
6.40%
Sole
145K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares800K
TypeSH
Market value$59.21M
5.65%
Sole
800K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares100K
TypeSH
Market value$58.55M
5.59%
Sole
100K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares300K
TypeSH
Market value$53.50M
5.11%
Sole
300K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares225K
TypeSH
Market value$49.36M
4.71%
Sole
225K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares150K
TypeSH
Market value$44.52M
4.25%
Sole
150K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares180K
TypeSH
Market value$43.15M
4.12%
Sole
180K
Shared
0.00
None
0.00
HESS CORP
SOLEShares275K
TypeSH
Market value$36.58M
3.49%
Sole
275K
Shared
0.00
None
0.00
AON PLC
SOLEShares100K
TypeSH
Market value$35.92M
3.43%
Sole
100K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares80K
TypeSH
Market value$33.72M
3.22%
Sole
80K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares200K
TypeSH
Market value$32.13M
3.07%
Sole
200K
Shared
0.00
None
0.00
RAYONIER INC
SOLEShares1.15M
TypeSH
Market value$30.02M
2.87%
Sole
1.15M
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares105K
TypeSH
Market value$29.80M
2.85%
Sole
105K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares55K
TypeSH
Market value$28.59M
2.73%
Sole
55K
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES INC
SOLEShares60K
TypeSH
Market value$27.85M
2.66%
Sole
60K
Shared
0.00
None
0.00
VISA INC
SOLEShares75K
TypeSH
Market value$23.70M
2.26%
Sole
75K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares13K
TypeSH
Market value$22.11M
2.11%
Sole
13K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares200K
TypeSH
Market value$18.95M
1.81%
Sole
200K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares160K
TypeSH
Market value$15.92M
1.52%
Sole
160K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares185K
TypeSH
Market value$14.78M
1.41%
Sole
185K
Shared
0.00
None
0.00
BRADY CORP
SOLEShares200K
TypeSH
Market value$14.77M
1.41%
Sole
200K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares90K
TypeSH
Market value$13.02M
1.24%
Sole
90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORPSOLE | Common | 420K | SH | $100.64M 9.61% | 420K | 0.00 | 0.00 |
ALPHABET INCSOLE | Class A | 450K | SH | $85.19M 8.14% | 450K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | Common | 400K | SH | $84.98M 8.12% | 400K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | Common | 145K | SH | $67.02M 6.40% | 145K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | Common | 800K | SH | $59.21M 5.65% | 800K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | Class A | 100K | SH | $58.55M 5.59% | 100K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | Common | 300K | SH | $53.50M 5.11% | 300K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common | 225K | SH | $49.36M 4.71% | 225K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | Common | 150K | SH | $44.52M 4.25% | 150K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | Common | 180K | SH | $43.15M 4.12% | 180K | 0.00 | 0.00 |
HESS CORPSOLE | Common | 275K | SH | $36.58M 3.49% | 275K | 0.00 | 0.00 |
AON PLCSOLE | Class A | 100K | SH | $35.92M 3.43% | 100K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common | 80K | SH | $33.72M 3.22% | 80K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | Common | 200K | SH | $32.13M 3.07% | 200K | 0.00 | 0.00 |
RAYONIER INCSOLE | Common | 1.15M | SH | $30.02M 2.87% | 1.15M | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | Common | 105K | SH | $29.80M 2.85% | 105K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | Common | 55K | SH | $28.59M 2.73% | 55K | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INCSOLE | common | 60K | SH | $27.85M 2.66% | 60K | 0.00 | 0.00 |
VISA INCSOLE | Common Class A | 75K | SH | $23.70M 2.26% | 75K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | Common | 13K | SH | $22.11M 2.11% | 13K | 0.00 | 0.00 |
COHERENT CORPSOLE | Common | 200K | SH | $18.95M 1.81% | 200K | 0.00 | 0.00 |
MERCK & CO INCSOLE | Common | 160K | SH | $15.92M 1.52% | 160K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | Common | 185K | SH | $14.78M 1.41% | 185K | 0.00 | 0.00 |
BRADY CORPSOLE | Class A | 200K | SH | $14.77M 1.41% | 200K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | Common | 90K | SH | $13.02M 1.24% | 90K | 0.00 | 0.00 |
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