Q2 2025 · 13F-HR
CENTRAL SECURITIES CORP (CET)holdings as filed
Filed 2025-08-07 · accession 0000018748-25-000009
$1.13B
Reported value
27
Positions
2025-06-30
Period end
The Brief · CENTRAL SECURITIES CORP (CET) · Q2 2025
AI · grounded in 13F
CENTRAL SECURITIES CORP (CET) established a new position in Progressive Corp PGR valued at $106.7M. The fund also added new holdings in Analog Devices Inc ADI for $88.1M and Alphabet Inc GOOGL for $78.4M. Other new entries include Meta Platforms Inc META at $73.8M, Schwab Charles Corp SCHW at $73M, and Capital One Finl Corp COF at $71.3M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 743315103 | PGR | PROGRESSIVE CORP | $106.7M | 9.42% | 400,000 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $88.1M | 7.77% | 370,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $78.4M | 6.92% | 445,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $73.8M | 6.51% | 100,000 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $73.0M | 6.44% | 800,000 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $71.3M | 6.29% | 335,000 | Common | SOLE |
| 620076307 | MSI | MOTOROLA SOLUTIONS INC | $58.9M | 5.19% | 140,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $57.0M | 5.03% | 260,000 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $47.8M | 4.22% | 150,000 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $43.5M | 3.84% | 150,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $39.8M | 3.51% | 80,000 | Common | SOLE |
| 879360105 | TDY | TELEDYNE TECHNOLOGIES INC | $35.9M | 3.16% | 70,000 | Common | SOLE |
| G0403H108 | AON | AON PLC | $35.7M | 3.15% | 100,000 | Common | SOLE |
| 42809H107 | HES | HESS CORP | $34.6M | 3.06% | 250,000 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $34.0M | 3.00% | 13,000 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $33.6M | 2.97% | 105,000 | Common | SOLE |
| 49338L103 | KEYS | KEYSIGHT TECHNOLOGIES INC | $32.8M | 2.89% | 200,000 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $28.4M | 2.51% | 400,000 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $28.3M | 2.50% | 50,000 | Common | SOLE |
| 754907103 | RYN | RAYONIER INC | $26.6M | 2.35% | 1,201,474 | Common | SOLE |
| 92826C839 | V | VISA INC | $26.6M | 2.35% | 75,000 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $17.8M | 1.57% | 200,000 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $15.3M | 1.35% | 175,000 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $13.7M | 1.21% | 90,000 | Common | SOLE |
| 104674106 | BRC | BRADY CORP | $13.6M | 1.20% | 200,000 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $11.9M | 1.05% | 150,000 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $6.2M | 0.54% | 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.