CENTRAL SECURITIES CORP Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$1.1T
Holdings
27
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PGRPROGRESSIVE CORP | 400,000 | $106.7B | 9.42% | |
| 2 | ADIANALOG DEVICES INC | 370,000 | $88.1B | 7.77% | |
| 3 | GOOGLALPHABET INC | 445,000 | $78.4B | 6.92% | |
| 4 | METAMETA PLATFORMS INC | 100,000 | $73.8B | 6.51% | |
| 5 | SCHWSCHWAB CHARLES CORP | 800,000 | $73.0B | 6.44% | |
| 6 | COFCAPITAL ONE FINL CORP | 335,000 | $71.3B | 6.29% | |
| 7 | MSIMOTOROLA SOLUTIONS INC | 140,000 | $58.9B | 5.19% | |
| 8 | AMZNAMAZON COM INC | 260,000 | $57.0B | 5.03% | |
| 9 | AXPAMERICAN EXPRESS CO | 150,000 | $47.8B | 4.22% | |
| 10 | JPMJPMORGAN CHASE & CO. | 150,000 | $43.5B | 3.84% | |
| 11 | MSFTMICROSOFT CORP | 80,000 | $39.8B | 3.51% | |
| 12 | TDYTELEDYNE TECHNOLOGIES INC | 70,000 | $35.9B | 3.16% | |
| 13 | AONAON PLC | 100,000 | $35.7B | 3.15% | |
| 14 | HESHESS CORP | 250,000 | $34.6B | 3.06% | |
| 15 | MLB1MERCADOLIBRE INC | 13,000 | $34.0B | 3.00% | |
| 16 | AJGGALLAGHER ARTHUR J & CO | 105,000 | $33.6B | 2.97% | |
| 17 | KEYSKEYSIGHT TECHNOLOGIES INC | 200,000 | $32.8B | 2.89% | |
| 18 | NKENIKE INC | 400,000 | $28.4B | 2.51% | |
| 19 | ROPROPER TECHNOLOGIES INC | 50,000 | $28.3B | 2.50% | |
| 20 | RYNRAYONIER INC | 1,201,474 | $26.6B | 2.35% | |
| 21 | VVISA INC | 75,000 | $26.6B | 2.35% | |
| 22 | COHRCOHERENT CORP | 200,000 | $17.8B | 1.57% | |
| 23 | MDTMEDTRONIC PLC | 175,000 | $15.3B | 1.35% | |
| 24 | JNJJOHNSON & JOHNSON | 90,000 | $13.7B | 1.21% | |
| 25 | BRCBRADY CORP | 200,000 | $13.6B | 1.20% | |
| 26 | MRKMERCK & CO INC | 150,000 | $11.9B | 1.05% | |
| 27 | WSCWILLSCOT HLDGS CORP | 225,000 | $6.2B | 0.54% |