Q4 2025 · 13F-HR
CENTRAL SECURITIES CORP (CET)holdings as filed
Filed 2026-02-10 · accession 0001209992-26-000018
$1.24B
Reported value
29
Positions
2025-12-31
Period end
The Brief · CENTRAL SECURITIES CORP (CET) · Q4 2025
AI · grounded in 13F
CENTRAL SECURITIES CORP (CET) reduced its position in COHR by 25.0%. The fund increased its holdings in NKE by 11.1111% and TWFG by 5.5556%. Additionally, the fund trimmed its stake in GOOGL by 2.3256%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K305 | GOOGL | ALPHABET INC | $131.5M | 10.6% | 420,000 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $97.6M | 7.85% | 360,000 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $91.1M | 7.32% | 400,000 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $81.2M | 6.53% | 335,000 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $79.9M | 6.43% | 800,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $60.0M | 4.83% | 260,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $59.4M | 4.78% | 90,000 | Common | SOLE |
| 620076307 | MSI | MOTOROLA SOLUTIONS INC | $53.7M | 4.31% | 140,000 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $51.8M | 4.16% | 140,000 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $45.1M | 3.63% | 140,000 | Common | SOLE |
| 49338L103 | KEYS | KEYSIGHT TECHNOLOGIES INC | $40.6M | 3.27% | 200,000 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $39.1M | 3.14% | 256,250 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $38.7M | 3.11% | 80,000 | Common | SOLE |
| 879360105 | TDY | TELEDYNE TECHNOLOGIES INC | $35.8M | 2.87% | 70,000 | Common | SOLE |
| G0403H108 | AON | AON PLC | $35.3M | 2.84% | 100,000 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $31.9M | 2.56% | 500,000 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $27.7M | 2.23% | 150,000 | Common | SOLE |
| 754907103 | RYN | RAYONIER INC | $27.3M | 2.19% | 1,260,130 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $27.2M | 2.18% | 105,000 | Common | SOLE |
| 92826C839 | V | VISA INC | $26.3M | 2.11% | 75,000 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $26.2M | 2.11% | 13,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $24.3M | 1.95% | 80,000 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $24.0M | 1.93% | 250,000 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $22.3M | 1.79% | 50,000 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $16.6M | 1.33% | 80,000 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $15.8M | 1.27% | 150,000 | Common | SOLE |
| 104674106 | BRC | BRADY CORP | $15.7M | 1.26% | 200,000 | Common | SOLE |
| 87318A101 | TWFG | TWFG INC | $13.7M | 1.10% | 475,000 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $4.2M | 0.34% | 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.