CENTRAL SECURITIES CORP Long-Term Concentrated

CIK: 0000018748 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 7, 2025

Total Value ($000): $1,050,793 (100.0% shares, 0.0% debt)

Holdings (27)

PGR PROGRESSIVE CORP 10.8%

Value ($000) $113,204 Shares 400,000 Est. Cost $48.43 Unrealized +406.5%

ADI ANALOG DEVICES INC 7.5%

Value ($000) $78,651 Shares 390,000 Est. Cost $41.71 Unrealized +410.4%

GOOGL ALPHABET INC 6.6%

Value ($000) $69,588 Shares 450,000 Est. Cost $108.03 Unrealized +67.3%

MSI MOTOROLA SOLUTIONS INC 6.0%

Value ($000) $63,482 Shares 145,000 Est. Cost $50.38 Unrealized +776.6%

SCHW SCHWAB CHARLES CORP 6.0%

Value ($000) $62,624 Shares 800,000 Est. Cost $37.94 Unrealized +104.7%

META META PLATFORMS INC 5.5%

Value ($000) $57,636 Shares 100,000 Est. Cost $310.90 Unrealized +106.9%

COF CAPITAL ONE FINL CORP 5.1%

Value ($000) $53,790 Shares 300,000 Est. Cost $53.27 Unrealized +250.6%

AMZN AMAZON COM INC 4.3%

Value ($000) $44,711 Shares 235,000 Est. Cost $123.69 Unrealized +75.4%

AXP AMERICAN EXPRESS CO 3.8%

Value ($000) $40,358 Shares 150,000 Est. Cost $80.76 Unrealized +262.1%

— HESS CORP 3.8%

Value ($000) $39,933 Shares 250,000 Est. Cost $46.72 Unrealized —

AON AON PLC 3.8%

Value ($000) $39,909 Shares 100,000 Est. Cost $184.13 Unrealized +107.2%

JPM JPMORGAN CHASE & CO. 3.7%

Value ($000) $39,248 Shares 160,000 Est. Cost $49.96 Unrealized +402.2%

AJG GALLAGHER ARTHUR J & CO 3.4%

Value ($000) $36,250 Shares 105,000 Est. Cost $244.50 Unrealized +28.1%

TDY TELEDYNE TECHNOLOGIES INC 3.3%

Value ($000) $34,840 Shares 70,000 Est. Cost $418.74 Unrealized +18.1%

RYN RAYONIER INC 3.2%

Value ($000) $33,497 Shares 1,201,474 Est. Cost $29.25 Unrealized —

ROP ROPER TECHNOLOGIES INC 3.1%

Value ($000) $32,427 Shares 55,000 Est. Cost $121.18 Unrealized +360.0%

MSFT MICROSOFT CORP 2.9%

Value ($000) $30,031 Shares 80,000 Est. Cost $45.98 Unrealized +780.9%

KEYS KEYSIGHT TECHNOLOGIES INC 2.9%

Value ($000) $29,954 Shares 200,000 Est. Cost $32.07 Unrealized +414.8%

V VISA INC 2.5%

Value ($000) $26,285 Shares 75,000 Est. Cost $240.79 Unrealized +39.7%

MELI MERCADOLIBRE INC 2.4%

Value ($000) $25,361 Shares 13,000 Est. Cost $1403.28 Unrealized +41.5%

NKE NIKE INC 2.0%

Value ($000) $20,631 Shares 325,000 Est. Cost $76.48 Unrealized -5.8%

MDT MEDTRONIC PLC 1.5%

Value ($000) $15,726 Shares 175,000 Est. Cost $59.21 Unrealized +47.6%

JNJ JOHNSON & JOHNSON 1.4%

Value ($000) $14,926 Shares 90,000 Est. Cost $78.82 Unrealized +93.4%

MRK MERCK & CO INC 1.4%

Value ($000) $14,362 Shares 160,000 Est. Cost $30.02 Unrealized +200.2%

BRC BRADY CORP 1.3%

Value ($000) $14,128 Shares 200,000 Est. Cost $23.68 Unrealized +202.5%

COHR COHERENT CORP 1.2%

Value ($000) $12,988 Shares 200,000 Est. Cost $46.05 Unrealized +79.9%

WSC WILLSCOT HLDGS CORP 0.6%

Value ($000) $6,255 Shares 225,000 Est. Cost $36.74 Unrealized -7.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PGR	PROGRESSIVE CORP	400,000	$113,204	10.8%	$48.43	+406.5%	Common	743315103
ADI	ANALOG DEVICES INC	390,000	$78,651	7.5%	$41.71	+410.4%	Common	032654105
GOOGL	ALPHABET INC	450,000	$69,588	6.6%	$108.03	+67.3%	Class A	02079K305
MSI	MOTOROLA SOLUTIONS INC	145,000	$63,482	6.0%	$50.38	+776.6%	Common	620076307
SCHW	SCHWAB CHARLES CORP	800,000	$62,624	6.0%	$37.94	+104.7%	Common	808513105
META	META PLATFORMS INC	100,000	$57,636	5.5%	$310.90	+106.9%	Class A	30303M102
COF	CAPITAL ONE FINL CORP	300,000	$53,790	5.1%	$53.27	+250.6%	Common	14040H105
AMZN	AMAZON COM INC	235,000	$44,711	4.3%	$123.69	+75.4%	Common	023135106
AXP	AMERICAN EXPRESS CO	150,000	$40,358	3.8%	$80.76	+262.1%	Common	025816109
—	HESS CORP	250,000	$39,933	3.8%	$46.72	—	Common	42809H107
AON	AON PLC	100,000	$39,909	3.8%	$184.13	+107.2%	Class A	G0403H108
JPM	JPMORGAN CHASE & CO.	160,000	$39,248	3.7%	$49.96	+402.2%	Common	46625H100
AJG	GALLAGHER ARTHUR J & CO	105,000	$36,250	3.4%	$244.50	+28.1%	Common	363576109
TDY	TELEDYNE TECHNOLOGIES INC	70,000	$34,840	3.3%	$418.74	+18.1%	common	879360105
RYN	RAYONIER INC	1,201,474	$33,497	3.2%	$29.25	—	Common	754907103
ROP	ROPER TECHNOLOGIES INC	55,000	$32,427	3.1%	$121.18	+360.0%	Common	776696106
MSFT	MICROSOFT CORP	80,000	$30,031	2.9%	$45.98	+780.9%	Common	594918104
KEYS	KEYSIGHT TECHNOLOGIES INC	200,000	$29,954	2.9%	$32.07	+414.8%	Common	49338L103
V	VISA INC	75,000	$26,285	2.5%	$240.79	+39.7%	Common Class A	92826C839
MELI	MERCADOLIBRE INC	13,000	$25,361	2.4%	$1403.28	+41.5%	Common	58733R102
NKE	NIKE INC	325,000	$20,631	2.0%	$76.48	-5.8%	Common	654106103
MDT	MEDTRONIC PLC	175,000	$15,726	1.5%	$59.21	+47.6%	Common	G5960L103
JNJ	JOHNSON & JOHNSON	90,000	$14,926	1.4%	$78.82	+93.4%	Common	478160104
MRK	MERCK & CO INC	160,000	$14,362	1.4%	$30.02	+200.2%	Common	58933Y105
BRC	BRADY CORP	200,000	$14,128	1.3%	$23.68	+202.5%	Class A	104674106
COHR	COHERENT CORP	200,000	$12,988	1.2%	$46.05	+79.9%	Common	19247G107
WSC	WILLSCOT HLDGS CORP	225,000	$6,255	0.6%	$36.74	-7.5%	Common	971378104