Q1 2026 · 13F-HR
CENTRAL SECURITIES CORP (CET)holdings as filed
Filed 2026-05-08 · accession 0001209992-26-000035
$1.21B
Reported value
30
Positions
2026-03-31
Period end
The Brief · CENTRAL SECURITIES CORP (CET) · Q1 2026
AI · grounded in 13F
CENTRAL SECURITIES CORP (CET) established a new position in SUNB valued at $39.05M. The fund also opened a new stake in EFX for $18.01M and increased its holdings in AJG by 28.57%. Conversely, the fund closed its entire position in COHR, resulting in a decrease of $27.69M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K305 | GOOGL | ALPHABET INC | $115.0M | 9.49% | 400,000 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $111.3M | 9.19% | 350,000 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $79.3M | 6.54% | 400,000 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $65.8M | 5.43% | 700,000 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $63.9M | 5.27% | 350,000 | Common | SOLE |
| 620076307 | MSI | MOTOROLA SOLUTIONS INC | $60.8M | 5.01% | 140,000 | Common | SOLE |
| 49338L103 | KEYS | KEYSIGHT TECHNOLOGIES INC | $56.5M | 4.66% | 200,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $54.2M | 4.47% | 260,000 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORPORATION | $53.0M | 4.38% | 256,250 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $51.5M | 4.25% | 90,000 | Common | SOLE |
| 879360105 | TDY | TELEDYNE TECHNOLOGIES INC | $42.4M | 3.50% | 70,000 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $42.3M | 3.50% | 140,000 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $41.2M | 3.40% | 140,000 | Common | SOLE |
| 866966104 | SUNB | SUNBELT RENTALS HOLDINGS INC | $39.1M | 3.22% | 600,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $29.6M | 2.44% | 80,000 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $29.2M | 2.41% | 135,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.0M | 2.23% | 80,000 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $26.8M | 2.21% | 15,500 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $26.4M | 2.18% | 500,000 | Common | SOLE |
| 754907103 | RYN | RAYONIER INC | $26.0M | 2.14% | 1,260,130 | Common | SOLE |
| G0403H108 | AON | AON PLC | $25.8M | 2.13% | 80,000 | Common | SOLE |
| 92826C839 | V | VISA INC | $22.7M | 1.87% | 75,000 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $21.7M | 1.79% | 250,000 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $18.0M | 1.49% | 150,000 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $18.0M | 1.49% | 100,000 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $17.7M | 1.46% | 50,000 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $17.1M | 1.41% | 70,000 | Common | SOLE |
| 104674106 | BRC | BRADY CORP | $16.2M | 1.34% | 200,000 | Common | SOLE |
| 87318A101 | TWFG | TWFG INC | $9.2M | 0.76% | 500,000 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $3.9M | 0.32% | 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.