Investor
CENTRAL SECURITIES CORP
CIK 0000018748 · filed 2026-05-08 · SEC filing
13F book
$1.21B
Positions
30
2 new · 1 sold
Largest name
9.5%
Alphabet Inc
Est. mark
−$47.4M
Price effect on 28 names still held. Flow $15.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 400K | $115M | 9.5% | −$10.2M | Cut−$16.4M |
| Analog Devices Inc | ADI | 350K | $111.3M | 9.2% | $16.4M | Cut$13.7M |
| Progressive Corp | — | 400K | $79.3M | 6.5% | −$11.8M | Held |
| Schwab Charles Corp | — | 700K | $65.8M | 5.4% | −$4.15M | Cut−$14.1M |
| Capital One Finl Corp | — | 350K | $63.9M | 5.3% | −$20.1M | Added−$17.3M |
| Motorola Solutions, Inc. | MSI | 140K | $60.8M | 5.0% | $7.09M | Held |
| Keysight Technologies, Inc. | KEYS | 200K | $56.5M | 4.7% | $15.8M | Held |
| Amazon Com Inc | AMZN | 260K | $54.2M | 4.5% | −$5.86M | Held |
| Chevron Corp New | CVX | 256.3K | $53M | 4.4% | $14M | Held |
| Meta Platforms, Inc. | META | 90K | $51.5M | 4.3% | −$7.92M | Held |
| Teledyne Technologies Inc | TDY | 70K | $42.4M | 3.5% | $6.6M | Held |
| American Express Co | AXP | 140K | $42.3M | 3.5% | −$9.45M | Held |
| Jpmorgan Chase & Co. | — | 140K | $41.2M | 3.4% | −$3.93M | Held |
| Sunbelt Rentals Holdings, Inc. | SUNB | 600K | $39.1M | 3.2% | — | New |
| Microsoft Corp | MSFT | 80K | $29.6M | 2.4% | −$9.08M | Held |
| Gallagher Arthur J & Co | — | 135K | $29.2M | 2.4% | −$4.43M | Added$2.07M |
| Taiwan Semiconductor Mfg Ltd | — | 80K | $27M | 2.2% | $2.72M | Held |
| Mercadolibre Inc | MELI | 15.5K | $26.8M | 2.2% | −$3.71M | Added$614.4K |
| NIKE, Inc. | NKE | 500K | $26.4M | 2.2% | −$5.45M | Held |
| Rayonier Inc | RYN | 1.26M | $26M | 2.1% | −$1.3M | Held |
| Aon plc | AON | 80K | $25.8M | 2.1% | −$2.41M | Cut−$9.47M |
| Visa Inc. | V | 75K | $22.7M | 1.9% | −$3.64M | Held |
| Medtronic Plc | MDT | 250K | $21.7M | 1.8% | −$2.35M | Held |
| Merck & Co., Inc. | MRK | 150K | $18M | 1.5% | $2.25M | Held |
| Equifax Inc | EFX | 100K | $18M | 1.5% | — | New |
| Roper Technologies Inc | ROP | 50K | $17.7M | 1.5% | −$4.56M | Held |
| Johnson & Johnson | JNJ | 70K | $17.1M | 1.4% | $2.62M | Cut$554.8K |
| Brady Corp | BRC | 200K | $16.2M | 1.3% | $574K | Held |
| TWFG, Inc. | TWFG | 500K | $9.2M | 0.8% | −$4.93M | Added−$4.47M |
| Willscot Hldgs Corp | — | 225K | $3.91M | 0.3% | −$330.7K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.