Central Securities Corp
Central Securities Corp reported 29 US-listed holdings worth $1.34 billion in its 13F for the quarter ended 30 June 2026, filed 10 August 2026. Its largest: Alphabet Inc. (10.7%), Analog Devices Inc. (10.4%) and Progressive Corp. (6.5%). Against the quarter before, it opened 1 position, added to 3, trimmed 1 and sold out of 2.
Filed before as Central Securities Corp..
Reported holdings$1.34B+10.7% on Q1 2026
Positions29-1 on Q1 2026
The largest ten59.9%of its reported holdings
Latest 13FQ2 2026filed 10 August 2026
Added toHeld
The 14 largest of its 29 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 1Added 3Held 24Trimmed 1Sold out 2
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Cellebrite Di Ltd CLBT$19.0 million
Added to 3
- Arthur J. Gallagher & Co. AJG+120,000 shares · +89%
- Equifax Inc. EFX+45,000 shares · +45%
- MercadoLibre, Inc. MELI+2,500 shares · +16%
Trimmed 1
- Sunbelt Rentals Holdings Inc. SUNB-100,000 shares · -17%
Sold out of 2
- Aon plc AON$25.8 million last quarter
- WillScot Holdings Corp. WSC$3.9 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Alphabet Inc. GOOGL | 400,000 | $142.9 million | 10.66% | no change |
| Analog Devices Inc. ADI | 350,000 | $139.0 million | 10.37% | no change |
| Progressive Corp. PGR | 400,000 | $87.4 million | 6.52% | no change |
| Capital One Financial Corp. COF | 350,000 | $70.2 million | 5.24% | no change |
| Keysight Technologies, Inc. KEYS | 200,000 | $70.0 million | 5.22% | no change |
| Charles Schwab Corp. SCHW | 700,000 | $64.6 million | 4.82% | no change |
| Amazon.com Inc. AMZN | 260,000 | $62.0 million | 4.62% | no change |
| Arthur J. Gallagher & Co. AJG | 255,000 | $58.5 million | 4.37% | +120,000 |
| Motorola Solutions, Inc. MSI | 140,000 | $58.1 million | 4.34% | no change |
| Meta Platforms, Inc. META | 90,000 | $50.7 million | 3.78% | no change |
| American Express Co. AXP | 140,000 | $47.4 million | 3.53% | no change |
| Teledyne Technologies Inc. TDY | 70,000 | $46.7 million | 3.48% | no change |
| JPMorgan Chase & Co. JPM | 140,000 | $45.8 million | 3.42% | no change |
| Chevron Corp. CVX | 256,250 | $42.5 million | 3.17% | no change |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 80,000 | $38.2 million | 2.85% | no change |
| Sunbelt Rentals Holdings Inc. SUNB | 500,000 | $37.4 million | 2.79% | -100,000 |
| MercadoLibre, Inc. MELI | 18,000 | $30.6 million | 2.28% | +2,500 |
| Microsoft Corp. MSFT | 80,000 | $29.8 million | 2.23% | no change |
| Rayonier Inc. RYN | 1,260,130 | $26.8 million | 2.00% | no change |
| Visa Inc. V | 75,000 | $25.7 million | 1.92% | no change |
| Equifax Inc. EFX | 145,000 | $23.0 million | 1.72% | +45,000 |
| Nike, Inc. NKE | 500,000 | $20.5 million | 1.53% | no change |
| Medtronic plc MDT | 250,000 | $19.6 million | 1.46% | no change |
| Merck & Co., Inc. MRK | 150,000 | $19.3 million | 1.44% | no change |
| Cellebrite Di Ltd CLBT | 1,300,000 | $19.0 million | 1.42% | new |
| Brady Corp. BRC | 200,000 | $18.3 million | 1.37% | no change |
| Johnson & Johnson JNJ | 70,000 | $17.8 million | 1.33% | no change |
| Roper Technologies Inc. ROP | 50,000 | $16.9 million | 1.26% | no change |
| Twfg Inc. TWFG | 500,000 | $12.0 million | 0.90% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.