Filed: 8/10/2026ACC: 0001209992-26-000048
📋 What this filing means
CENTRAL SECURITIES CORP filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $1.34B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$1.34B
Total AUM (reported)
8.93M
Total Shares
Allocation by class
COMMON$1.03B77.1%
CLASS A$223.98M16.7%
ADR$38.21M2.8%
COMMON CLASS A$25.73M1.9%
ORDINARY SHARES$18.98M1.4%
Portfolio Concentration
Top 3$369.34M27.5%
4–10$434.17M32.4%
11–25$472.24M35.2%
Rest$65.04M4.9%
Top 3 weight
27.5%
Top 10 weight
59.9%
Voting Authority Distribution
Total shares with voting rights: 8.93M
Sole
Full voting authority
8.93M
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
SOLEShares400K
TypeSH
Market value$142.95M
10.66%
Sole
400K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares350K
TypeSH
Market value$139.01M
10.37%
Sole
350K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares400K
TypeSH
Market value$87.38M
6.52%
Sole
400K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares350K
TypeSH
Market value$70.22M
5.24%
Sole
350K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares200K
TypeSH
Market value$70.01M
5.22%
Sole
200K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares700K
TypeSH
Market value$64.59M
4.82%
Sole
700K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares260K
TypeSH
Market value$61.97M
4.62%
Sole
260K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares255K
TypeSH
Market value$58.54M
4.37%
Sole
255K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
SOLEShares140K
TypeSH
Market value$58.14M
4.34%
Sole
140K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares90K
TypeSH
Market value$50.70M
3.78%
Sole
90K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares140K
TypeSH
Market value$47.35M
3.53%
Sole
140K
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES INC
SOLEShares70K
TypeSH
Market value$46.68M
3.48%
Sole
70K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares140K
TypeSH
Market value$45.83M
3.42%
Sole
140K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares256.25K
TypeSH
Market value$42.48M
3.17%
Sole
256.25K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares80K
TypeSH
Market value$38.21M
2.85%
Sole
80K
Shared
0.00
None
0.00
SUNBELT RENTALS HOLDINGS INC
SOLEShares500K
TypeSH
Market value$37.41M
2.79%
Sole
500K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares18K
TypeSH
Market value$30.55M
2.28%
Sole
18K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares80K
TypeSH
Market value$29.84M
2.23%
Sole
80K
Shared
0.00
None
0.00
RAYONIER INC
SOLEShares1.26M
TypeSH
Market value$26.82M
2.00%
Sole
1.26M
Shared
0.00
None
0.00
VISA INC
SOLEShares75K
TypeSH
Market value$25.73M
1.92%
Sole
75K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares145K
TypeSH
Market value$23.01M
1.72%
Sole
145K
Shared
0.00
None
0.00
NIKE INC
SOLEShares500K
TypeSH
Market value$20.52M
1.53%
Sole
500K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares250K
TypeSH
Market value$19.56M
1.46%
Sole
250K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares150K
TypeSH
Market value$19.27M
1.44%
Sole
150K
Shared
0.00
None
0.00
CELLEBRITE DI LTD
SOLEShares1.30M
TypeSH
Market value$18.98M
1.42%
Sole
1.30M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | Class A | 400K | SH | $142.95M 10.66% | 400K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | Common | 350K | SH | $139.01M 10.37% | 350K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | Common | 400K | SH | $87.38M 6.52% | 400K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | Common | 350K | SH | $70.22M 5.24% | 350K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | Common | 200K | SH | $70.01M 5.22% | 200K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | Common | 700K | SH | $64.59M 4.82% | 700K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common | 260K | SH | $61.97M 4.62% | 260K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | Common | 255K | SH | $58.54M 4.37% | 255K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | Common | 140K | SH | $58.14M 4.34% | 140K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | Class A | 90K | SH | $50.70M 3.78% | 90K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | Common | 140K | SH | $47.35M 3.53% | 140K | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INCSOLE | Common | 70K | SH | $46.68M 3.48% | 70K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | Common | 140K | SH | $45.83M 3.42% | 140K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | Common | 256.25K | SH | $42.48M 3.17% | 256.25K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | ADR | 80K | SH | $38.21M 2.85% | 80K | 0.00 | 0.00 |
SUNBELT RENTALS HOLDINGS INCSOLE | Common | 500K | SH | $37.41M 2.79% | 500K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | Common | 18K | SH | $30.55M 2.28% | 18K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common | 80K | SH | $29.84M 2.23% | 80K | 0.00 | 0.00 |
RAYONIER INCSOLE | Common | 1.26M | SH | $26.82M 2.00% | 1.26M | 0.00 | 0.00 |
VISA INCSOLE | Common Class A | 75K | SH | $25.73M 1.92% | 75K | 0.00 | 0.00 |
EQUIFAX INCSOLE | Common | 145K | SH | $23.01M 1.72% | 145K | 0.00 | 0.00 |
NIKE INCSOLE | Common | 500K | SH | $20.52M 1.53% | 500K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | Common | 250K | SH | $19.56M 1.46% | 250K | 0.00 | 0.00 |
MERCK & CO INCSOLE | Common | 150K | SH | $19.27M 1.44% | 150K | 0.00 | 0.00 |
CELLEBRITE DI LTDSOLE | Ordinary Shares | 1.30M | SH | $18.98M 1.42% | 1.30M | 0.00 | 0.00 |
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