CENTRAL SECURITIES CORP Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$1.2B
Holdings
29
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 420,000 | $131.5M | 10.57% | |
| 2 | ADIANALOG DEVICES INC | 360,000 | $97.6M | 7.85% | |
| 3 | PGRPROGRESSIVE CORP | 400,000 | $91.1M | 7.32% | |
| 4 | COFCAPITAL ONE FINL CORP | 335,000 | $81.2M | 6.53% | |
| 5 | SCHWSCHWAB CHARLES CORP | 800,000 | $79.9M | 6.43% | |
| 6 | AMZNAMAZON COM INC | 260,000 | $60.0M | 4.83% | |
| 7 | METAMETA PLATFORMS INC | 90,000 | $59.4M | 4.78% | |
| 8 | MSIMOTOROLA SOLUTIONS INC | 140,000 | $53.7M | 4.31% | |
| 9 | AXPAMERICAN EXPRESS CO | 140,000 | $51.8M | 4.16% | |
| 10 | JPMJPMORGAN CHASE & CO. | 140,000 | $45.1M | 3.63% | |
| 11 | KEYSKEYSIGHT TECHNOLOGIES INC | 200,000 | $40.6M | 3.27% | |
| 12 | CVXCHEVRON CORP NEW | 256,250 | $39.1M | 3.14% | |
| 13 | MSFTMICROSOFT CORP | 80,000 | $38.7M | 3.11% | |
| 14 | TDYTELEDYNE TECHNOLOGIES INC | 70,000 | $35.8M | 2.87% | |
| 15 | AONAON PLC | 100,000 | $35.3M | 2.84% | |
| 16 | NKENIKE INC | 500,000 | $31.9M | 2.56% | |
| 17 | COHRCOHERENT CORP | 150,000 | $27.7M | 2.23% | |
| 18 | RYNRAYONIER INC | 1,260,130 | $27.3M | 2.19% | |
| 19 | AJGGALLAGHER ARTHUR J & CO | 105,000 | $27.2M | 2.18% | |
| 20 | VVISA INC | 75,000 | $26.3M | 2.11% | |
| 21 | MLB1MERCADOLIBRE INC | 13,000 | $26.2M | 2.11% | |
| 22 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 80,000 | $24.3M | 1.95% | |
| 23 | MDTMEDTRONIC PLC | 250,000 | $24.0M | 1.93% | |
| 24 | ROPROPER TECHNOLOGIES INC | 50,000 | $22.3M | 1.79% | |
| 25 | JNJJOHNSON & JOHNSON | 80,000 | $16.6M | 1.33% | |
| 26 | MRKMERCK & CO INC | 150,000 | $15.8M | 1.27% | |
| 27 | BRCBRADY CORP | 200,000 | $15.7M | 1.26% | |
| 28 | TWFGTWFG INC | 475,000 | $13.7M | 1.10% | |
| 29 | WSCWILLSCOT HLDGS CORP | 225,000 | $4.2M | 0.34% |