Q1 2025 · 13F-HR
CENTRAL SECURITIES CORP (CET)holdings as filed
Filed 2025-05-07 · accession 0000018748-25-000002
$1.05B
Reported value
27
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 743315103 | PGR | PROGRESSIVE CORP | $113.2M | 10.8% | 400,000 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $78.7M | 7.48% | 390,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $69.6M | 6.62% | 450,000 | Common | SOLE |
| 620076307 | MSI | MOTOROLA SOLUTIONS INC | $63.5M | 6.04% | 145,000 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $62.6M | 5.96% | 800,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $57.6M | 5.48% | 100,000 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $53.8M | 5.12% | 300,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $44.7M | 4.25% | 235,000 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $40.4M | 3.84% | 150,000 | Common | SOLE |
| 42809H107 | HES | HESS CORP | $39.9M | 3.80% | 250,000 | Common | SOLE |
| G0403H108 | AON | AON PLC | $39.9M | 3.80% | 100,000 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $39.2M | 3.74% | 160,000 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $36.3M | 3.45% | 105,000 | Common | SOLE |
| 879360105 | TDY | TELEDYNE TECHNOLOGIES INC | $34.8M | 3.32% | 70,000 | Common | SOLE |
| 754907103 | RYN | RAYONIER INC | $33.5M | 3.19% | 1,201,474 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $32.4M | 3.09% | 55,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $30.0M | 2.86% | 80,000 | Common | SOLE |
| 49338L103 | KEYS | KEYSIGHT TECHNOLOGIES INC | $30.0M | 2.85% | 200,000 | Common | SOLE |
| 92826C839 | V | VISA INC | $26.3M | 2.50% | 75,000 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $25.4M | 2.41% | 13,000 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $20.6M | 1.96% | 325,000 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $15.7M | 1.50% | 175,000 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $14.9M | 1.42% | 90,000 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $14.4M | 1.37% | 160,000 | Common | SOLE |
| 104674106 | BRC | BRADY CORP | $14.1M | 1.34% | 200,000 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $13.0M | 1.24% | 200,000 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $6.3M | 0.60% | 225,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.