Filed: 2/10/2026ACC: 0001209992-26-000018
📋 What this filing means
CENTRAL SECURITIES CORP filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $1.24B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$1.24B
Total AUM (reported)
7.40M
Total Shares
Allocation by class
COMMON$937.59M75.4%
CLASS A$255.50M20.5%
COMMON CLASS A$26.30M2.1%
ADR$24.31M2.0%
Portfolio Concentration
Top 3$320.18M25.7%
4–10$431.11M34.7%
11–25$443.04M35.6%
Rest$49.37M4.0%
Top 3 weight
25.7%
Top 10 weight
60.4%
Voting Authority Distribution
Total shares with voting rights: 7.40M
Sole
Full voting authority
7.40M
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 · 100.0% of voting shares
Institutional Holdings29
Rows:
ALPHABET INC
SOLEShares420K
TypeSH
Market value$131.46M
10.57%
Sole
420K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares360K
TypeSH
Market value$97.63M
7.85%
Sole
360K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares400K
TypeSH
Market value$91.09M
7.32%
Sole
400K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares335K
TypeSH
Market value$81.19M
6.53%
Sole
335K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares800K
TypeSH
Market value$79.93M
6.43%
Sole
800K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares260K
TypeSH
Market value$60.01M
4.83%
Sole
260K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares90K
TypeSH
Market value$59.41M
4.78%
Sole
90K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
SOLEShares140K
TypeSH
Market value$53.66M
4.31%
Sole
140K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares140K
TypeSH
Market value$51.79M
4.16%
Sole
140K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares140K
TypeSH
Market value$45.11M
3.63%
Sole
140K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares200K
TypeSH
Market value$40.64M
3.27%
Sole
200K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares256.25K
TypeSH
Market value$39.06M
3.14%
Sole
256.25K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares80K
TypeSH
Market value$38.69M
3.11%
Sole
80K
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES INC
SOLEShares70K
TypeSH
Market value$35.75M
2.87%
Sole
70K
Shared
0.00
None
0.00
AON PLC
SOLEShares100K
TypeSH
Market value$35.29M
2.84%
Sole
100K
Shared
0.00
None
0.00
NIKE INC
SOLEShares500K
TypeSH
Market value$31.86M
2.56%
Sole
500K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares150K
TypeSH
Market value$27.69M
2.23%
Sole
150K
Shared
0.00
None
0.00
RAYONIER INC
SOLEShares1.26M
TypeSH
Market value$27.28M
2.19%
Sole
1.26M
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares105K
TypeSH
Market value$27.17M
2.18%
Sole
105K
Shared
0.00
None
0.00
VISA INC
SOLEShares75K
TypeSH
Market value$26.30M
2.11%
Sole
75K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares13K
TypeSH
Market value$26.19M
2.11%
Sole
13K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares80K
TypeSH
Market value$24.31M
1.95%
Sole
80K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares250K
TypeSH
Market value$24.02M
1.93%
Sole
250K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares50K
TypeSH
Market value$22.26M
1.79%
Sole
50K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares80K
TypeSH
Market value$16.56M
1.33%
Sole
80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | Class A | 420K | SH | $131.46M 10.57% | 420K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | Common | 360K | SH | $97.63M 7.85% | 360K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | Common | 400K | SH | $91.09M 7.32% | 400K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | Common | 335K | SH | $81.19M 6.53% | 335K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | Common | 800K | SH | $79.93M 6.43% | 800K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common | 260K | SH | $60.01M 4.83% | 260K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | Class A | 90K | SH | $59.41M 4.78% | 90K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | Common | 140K | SH | $53.66M 4.31% | 140K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | Common | 140K | SH | $51.79M 4.16% | 140K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | Common | 140K | SH | $45.11M 3.63% | 140K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | Common | 200K | SH | $40.64M 3.27% | 200K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | Common | 256.25K | SH | $39.06M 3.14% | 256.25K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common | 80K | SH | $38.69M 3.11% | 80K | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INCSOLE | common | 70K | SH | $35.75M 2.87% | 70K | 0.00 | 0.00 |
AON PLCSOLE | Class A | 100K | SH | $35.29M 2.84% | 100K | 0.00 | 0.00 |
NIKE INCSOLE | Common | 500K | SH | $31.86M 2.56% | 500K | 0.00 | 0.00 |
COHERENT CORPSOLE | Common | 150K | SH | $27.69M 2.23% | 150K | 0.00 | 0.00 |
RAYONIER INCSOLE | Common | 1.26M | SH | $27.28M 2.19% | 1.26M | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | Common | 105K | SH | $27.17M 2.18% | 105K | 0.00 | 0.00 |
VISA INCSOLE | Common Class A | 75K | SH | $26.30M 2.11% | 75K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | Common | 13K | SH | $26.19M 2.11% | 13K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | ADR | 80K | SH | $24.31M 1.95% | 80K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | Common | 250K | SH | $24.02M 1.93% | 250K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | Common | 50K | SH | $22.26M 1.79% | 50K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | Common | 80K | SH | $16.56M 1.33% | 80K | 0.00 | 0.00 |
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