Filed: 5/8/2026ACC: 0001209992-26-000035
📋 What this filing means
CENTRAL SECURITIES CORP filed this quarterly 13F‑HR report disclosing 30 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.
30
Positions
$1.21B
Total AUM (reported)
7.87M
Total Shares
Allocation by class
COMMON$944.08M77.9%
CLASS A$217.78M18.0%
ADR$27.04M2.2%
COMMON CLASS A$22.67M1.9%
Portfolio Concentration
Top 3$305.67M25.2%
4–10$405.53M33.5%
11–25$436.22M36.0%
Rest$64.15M5.3%
Top 3 weight
25.2%
Top 10 weight
58.7%
Voting Authority Distribution
Total shares with voting rights: 7.87M
Sole
Full voting authority
7.87M
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)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
ALPHABET INC
SOLEShares400K
TypeSH
Market value$115.02M
9.49%
Sole
400K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares350K
TypeSH
Market value$111.35M
9.19%
Sole
350K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares400K
TypeSH
Market value$79.30M
6.54%
Sole
400K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares700K
TypeSH
Market value$65.79M
5.43%
Sole
700K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares350K
TypeSH
Market value$63.85M
5.27%
Sole
350K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
SOLEShares140K
TypeSH
Market value$60.76M
5.01%
Sole
140K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares200K
TypeSH
Market value$56.47M
4.66%
Sole
200K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares260K
TypeSH
Market value$54.15M
4.47%
Sole
260K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares256.25K
TypeSH
Market value$53.02M
4.38%
Sole
256.25K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares90K
TypeSH
Market value$51.49M
4.25%
Sole
90K
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES INC
SOLEShares70K
TypeSH
Market value$42.35M
3.50%
Sole
70K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares140K
TypeSH
Market value$42.35M
3.50%
Sole
140K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares140K
TypeSH
Market value$41.18M
3.40%
Sole
140K
Shared
0.00
None
0.00
SUNBELT RENTALS HOLDINGS INC
SOLEShares600K
TypeSH
Market value$39.05M
3.22%
Sole
600K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares80K
TypeSH
Market value$29.61M
2.44%
Sole
80K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares135K
TypeSH
Market value$29.24M
2.41%
Sole
135K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares80K
TypeSH
Market value$27.04M
2.23%
Sole
80K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares15.50K
TypeSH
Market value$26.80M
2.21%
Sole
15.50K
Shared
0.00
None
0.00
NIKE INC
SOLEShares500K
TypeSH
Market value$26.41M
2.18%
Sole
500K
Shared
0.00
None
0.00
RAYONIER INC
SOLEShares1.26M
TypeSH
Market value$25.98M
2.14%
Sole
1.26M
Shared
0.00
None
0.00
AON PLC
SOLEShares80K
TypeSH
Market value$25.82M
2.13%
Sole
80K
Shared
0.00
None
0.00
VISA INC
SOLEShares75K
TypeSH
Market value$22.67M
1.87%
Sole
75K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares250K
TypeSH
Market value$21.66M
1.79%
Sole
250K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares150K
TypeSH
Market value$18.04M
1.49%
Sole
150K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares100K
TypeSH
Market value$18.01M
1.49%
Sole
100K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | Class A | 400K | SH | $115.02M 9.49% | 400K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | Common | 350K | SH | $111.35M 9.19% | 350K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | Common | 400K | SH | $79.30M 6.54% | 400K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | Common | 700K | SH | $65.79M 5.43% | 700K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | Common | 350K | SH | $63.85M 5.27% | 350K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | Common | 140K | SH | $60.76M 5.01% | 140K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | Common | 200K | SH | $56.47M 4.66% | 200K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common | 260K | SH | $54.15M 4.47% | 260K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | Common | 256.25K | SH | $53.02M 4.38% | 256.25K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | Class A | 90K | SH | $51.49M 4.25% | 90K | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INCSOLE | Common | 70K | SH | $42.35M 3.50% | 70K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | Common | 140K | SH | $42.35M 3.50% | 140K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | Common | 140K | SH | $41.18M 3.40% | 140K | 0.00 | 0.00 |
SUNBELT RENTALS HOLDINGS INCSOLE | Common | 600K | SH | $39.05M 3.22% | 600K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common | 80K | SH | $29.61M 2.44% | 80K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | Common | 135K | SH | $29.24M 2.41% | 135K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | ADR | 80K | SH | $27.04M 2.23% | 80K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | Common | 15.50K | SH | $26.80M 2.21% | 15.50K | 0.00 | 0.00 |
NIKE INCSOLE | Common | 500K | SH | $26.41M 2.18% | 500K | 0.00 | 0.00 |
RAYONIER INCSOLE | Common | 1.26M | SH | $25.98M 2.14% | 1.26M | 0.00 | 0.00 |
AON PLCSOLE | Class A | 80K | SH | $25.82M 2.13% | 80K | 0.00 | 0.00 |
VISA INCSOLE | Common Class A | 75K | SH | $22.67M 1.87% | 75K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | Common | 250K | SH | $21.66M 1.79% | 250K | 0.00 | 0.00 |
MERCK & CO INCSOLE | Common | 150K | SH | $18.04M 1.49% | 150K | 0.00 | 0.00 |
EQUIFAX INCSOLE | Common | 100K | SH | $18.01M 1.49% | 100K | 0.00 | 0.00 |
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