Q4 2024 · 13F-HR
CENTRAL SECURITIES CORP (CET)holdings as filed
Filed 2025-02-13 · accession 0001006975-25-000005
$1.05B
Reported value
28
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 743315103 | PGR | PROGRESSIVE CORP | $100.6M | 9.61% | 420,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $85.2M | 8.14% | 450,000 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $85.0M | 8.12% | 400,000 | Common | SOLE |
| 620076307 | MSI | MOTOROLA SOLUTIONS INC | $67.0M | 6.40% | 145,000 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $59.2M | 5.65% | 800,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $58.6M | 5.59% | 100,000 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $53.5M | 5.11% | 300,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $49.4M | 4.71% | 225,000 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $44.5M | 4.25% | 150,000 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $43.1M | 4.12% | 180,000 | Common | SOLE |
| 42809H107 | HES | HESS CORP | $36.6M | 3.49% | 275,000 | Common | SOLE |
| G0403H108 | AON | AON PLC | $35.9M | 3.43% | 100,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $33.7M | 3.22% | 80,000 | Common | SOLE |
| 49338L103 | KEYS | KEYSIGHT TECHNOLOGIES INC | $32.1M | 3.07% | 200,000 | Common | SOLE |
| 754907103 | RYN | RAYONIER INC | $30.0M | 2.87% | 1,150,000 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $29.8M | 2.85% | 105,000 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $28.6M | 2.73% | 55,000 | Common | SOLE |
| 879360105 | TDY | TELEDYNE TECHNOLOGIES INC | $27.8M | 2.66% | 60,000 | Common | SOLE |
| 92826C839 | V | VISA INC | $23.7M | 2.26% | 75,000 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $22.1M | 2.11% | 13,000 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $18.9M | 1.81% | 200,000 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $15.9M | 1.52% | 160,000 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $14.8M | 1.41% | 185,000 | Common | SOLE |
| 104674106 | BRC | BRADY CORP | $14.8M | 1.41% | 200,000 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $13.0M | 1.24% | 90,000 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $8.0M | 0.77% | 400,000 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $7.6M | 0.72% | 1,000,000 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $7.5M | 0.72% | 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.