Filed: 11/12/2025ACC: 0001209992-25-000010
๐ What this filing means
CENTRAL SECURITIES CORP filed this quarterly 13FโHR report disclosing 29 equity positions with a total reported market value of $1.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$1.21B
Total AUM (reported)
7.33M
Total Shares
Allocation by class
COMMON$932.46M76.8%
CLASS A$234.24M19.3%
COMMON CLASS A$25.60M2.1%
ADR$22.34M1.8%
Portfolio Concentration
Top 3$291.76M24.0%
4โ10$425.46M35.0%
11โ25$452.90M37.3%
Rest$44.52M3.7%
Top 3 weight
24.0%
Top 10 weight
59.0%
Voting Authority Distribution
Total shares with voting rights: 7.33M
Sole
Full voting authority
7.33M
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)
Sole29
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings29
Rows:
ALPHABET INC
SOLEShares430K
TypeSH
Market value$104.53M
8.61%
Sole
430K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares400K
TypeSH
Market value$98.78M
8.13%
Sole
400K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares360K
TypeSH
Market value$88.45M
7.28%
Sole
360K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares800K
TypeSH
Market value$76.38M
6.29%
Sole
800K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares335K
TypeSH
Market value$71.21M
5.86%
Sole
335K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares90K
TypeSH
Market value$66.09M
5.44%
Sole
90K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
SOLEShares140K
TypeSH
Market value$64.02M
5.27%
Sole
140K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares260K
TypeSH
Market value$57.09M
4.70%
Sole
260K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares140K
TypeSH
Market value$46.50M
3.83%
Sole
140K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares140K
TypeSH
Market value$44.16M
3.64%
Sole
140K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares80K
TypeSH
Market value$41.44M
3.41%
Sole
80K
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES INC
SOLEShares70K
TypeSH
Market value$41.02M
3.38%
Sole
70K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares256.25K
TypeSH
Market value$39.79M
3.28%
Sole
256.25K
Shared
0.00
None
0.00
AON PLC
SOLEShares100K
TypeSH
Market value$35.66M
2.94%
Sole
100K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares200K
TypeSH
Market value$34.98M
2.88%
Sole
200K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares105K
TypeSH
Market value$32.52M
2.68%
Sole
105K
Shared
0.00
None
0.00
RAYONIER INC
SOLEShares1.20M
TypeSH
Market value$31.89M
2.63%
Sole
1.20M
Shared
0.00
None
0.00
NIKE INC
SOLEShares450K
TypeSH
Market value$31.38M
2.58%
Sole
450K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares13K
TypeSH
Market value$30.38M
2.50%
Sole
13K
Shared
0.00
None
0.00
VISA INC
SOLEShares75K
TypeSH
Market value$25.60M
2.11%
Sole
75K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares50K
TypeSH
Market value$24.93M
2.05%
Sole
50K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares250K
TypeSH
Market value$23.81M
1.96%
Sole
250K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares80K
TypeSH
Market value$22.34M
1.84%
Sole
80K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares200K
TypeSH
Market value$21.54M
1.77%
Sole
200K
Shared
0.00
None
0.00
BRADY CORP
SOLEShares200K
TypeSH
Market value$15.61M
1.28%
Sole
200K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | Class A | 430K | SH | $104.53M 8.61% | 430K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | Common | 400K | SH | $98.78M 8.13% | 400K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | Common | 360K | SH | $88.45M 7.28% | 360K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | Common | 800K | SH | $76.38M 6.29% | 800K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | Common | 335K | SH | $71.21M 5.86% | 335K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | Class A | 90K | SH | $66.09M 5.44% | 90K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | Common | 140K | SH | $64.02M 5.27% | 140K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common | 260K | SH | $57.09M 4.70% | 260K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | Common | 140K | SH | $46.50M 3.83% | 140K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | Common | 140K | SH | $44.16M 3.64% | 140K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common | 80K | SH | $41.44M 3.41% | 80K | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INCSOLE | common | 70K | SH | $41.02M 3.38% | 70K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | Common | 256.25K | SH | $39.79M 3.28% | 256.25K | 0.00 | 0.00 |
AON PLCSOLE | Class A | 100K | SH | $35.66M 2.94% | 100K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | Common | 200K | SH | $34.98M 2.88% | 200K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | Common | 105K | SH | $32.52M 2.68% | 105K | 0.00 | 0.00 |
RAYONIER INCSOLE | Common | 1.20M | SH | $31.89M 2.63% | 1.20M | 0.00 | 0.00 |
NIKE INCSOLE | Common | 450K | SH | $31.38M 2.58% | 450K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | Common | 13K | SH | $30.38M 2.50% | 13K | 0.00 | 0.00 |
VISA INCSOLE | Common Class A | 75K | SH | $25.60M 2.11% | 75K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | Common | 50K | SH | $24.93M 2.05% | 50K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | Common | 250K | SH | $23.81M 1.96% | 250K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | ADR | 80K | SH | $22.34M 1.84% | 80K | 0.00 | 0.00 |
COHERENT CORPSOLE | Common | 200K | SH | $21.54M 1.77% | 200K | 0.00 | 0.00 |
BRADY CORPSOLE | Class A | 200K | SH | $15.61M 1.28% | 200K | 0.00 | 0.00 |
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