CENTRAL SECURITIES CORP Long-Term Concentrated

CIK: 0000018748 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 7, 2025

Total Value ($000): $1,133,389 (100.0% shares, 0.0% debt)

Holdings (27)

PGR PROGRESSIVE CORP 9.4%

Value ($000) $106,744 Shares 400,000 Est. Cost $48.43 Unrealized +431.8%

ADI ANALOG DEVICES INC 7.8%

Value ($000) $88,067 Shares 370,000 Est. Cost $41.71 Unrealized +393.9%

GOOGL ALPHABET INC 6.9%

Value ($000) $78,422 Shares 445,000 Est. Cost $108.03 Unrealized +51.1%

META META PLATFORMS INC 6.5%

Value ($000) $73,809 Shares 100,000 Est. Cost $310.90 Unrealized +98.3%

SCHW SCHWAB CHARLES CORP 6.4%

Value ($000) $72,992 Shares 800,000 Est. Cost $37.94 Unrealized +119.2%

COF CAPITAL ONE FINL CORP 6.3%

Value ($000) $71,275 Shares 335,000 Est. Cost $67.04 Unrealized +176.0%

MSI MOTOROLA SOLUTIONS INC 5.2%

Value ($000) $58,864 Shares 140,000 Est. Cost $50.38 Unrealized +724.0%

AMZN AMAZON COM INC 5.0%

Value ($000) $57,041 Shares 260,000 Est. Cost $130.82 Unrealized +51.3%

AXP AMERICAN EXPRESS CO 4.2%

Value ($000) $47,847 Shares 150,000 Est. Cost $80.76 Unrealized +245.9%

JPM JPMORGAN CHASE & CO. 3.8%

Value ($000) $43,487 Shares 150,000 Est. Cost $49.96 Unrealized +405.7%

MSFT MICROSOFT CORP 3.5%

Value ($000) $39,793 Shares 80,000 Est. Cost $45.98 Unrealized +840.3%

TDY TELEDYNE TECHNOLOGIES INC 3.2%

Value ($000) $35,862 Shares 70,000 Est. Cost $418.74 Unrealized +15.2%

AON AON PLC 3.1%

Value ($000) $35,676 Shares 100,000 Est. Cost $184.13 Unrealized +96.2%

— HESS CORP 3.1%

Value ($000) $34,635 Shares 250,000 Est. Cost $46.72 Unrealized —

MELI MERCADOLIBRE INC 3.0%

Value ($000) $33,977 Shares 13,000 Est. Cost $1403.28 Unrealized +66.4%

AJG GALLAGHER ARTHUR J & CO 3.0%

Value ($000) $33,613 Shares 105,000 Est. Cost $244.50 Unrealized +34.0%

KEYS KEYSIGHT TECHNOLOGIES INC 2.9%

Value ($000) $32,772 Shares 200,000 Est. Cost $32.07 Unrealized +375.2%

NKE NIKE INC 2.5%

Value ($000) $28,416 Shares 400,000 Est. Cost $73.22 Unrealized -19.3%

ROP ROPER TECHNOLOGIES INC 2.5%

Value ($000) $28,342 Shares 50,000 Est. Cost $121.18 Unrealized +363.9%

RYN RAYONIER INC 2.4%

Value ($000) $26,649 Shares 1,201,474 Est. Cost $29.25 Unrealized —

V VISA INC 2.3%

Value ($000) $26,629 Shares 75,000 Est. Cost $240.79 Unrealized +44.1%

COHR COHERENT CORP 1.6%

Value ($000) $17,842 Shares 200,000 Est. Cost $46.05 Unrealized +56.3%

MDT MEDTRONIC PLC 1.3%

Value ($000) $15,255 Shares 175,000 Est. Cost $59.21 Unrealized +41.0%

JNJ JOHNSON & JOHNSON 1.2%

Value ($000) $13,748 Shares 90,000 Est. Cost $78.82 Unrealized +91.4%

BRC BRADY CORP 1.2%

Value ($000) $13,594 Shares 200,000 Est. Cost $23.68 Unrealized +190.9%

MRK MERCK & CO INC 1.0%

Value ($000) $11,874 Shares 150,000 Est. Cost $30.02 Unrealized +157.8%

WSC WILLSCOT HLDGS CORP 0.5%

Value ($000) $6,165 Shares 225,000 Est. Cost $36.74 Unrealized -27.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PGR	PROGRESSIVE CORP	400,000	$106,744	9.4%	$48.43	+431.8%	Common	743315103
ADI	ANALOG DEVICES INC	370,000	$88,067	7.8%	$41.71	+393.9%	Common	032654105
GOOGL	ALPHABET INC	445,000	$78,422	6.9%	$108.03	+51.1%	Class A	02079K305
META	META PLATFORMS INC	100,000	$73,809	6.5%	$310.90	+98.3%	Class A	30303M102
SCHW	SCHWAB CHARLES CORP	800,000	$72,992	6.4%	$37.94	+119.2%	Common	808513105
COF	CAPITAL ONE FINL CORP	335,000	$71,275	6.3%	$67.04	+176.0%	Common	14040H105
MSI	MOTOROLA SOLUTIONS INC	140,000	$58,864	5.2%	$50.38	+724.0%	Common	620076307
AMZN	AMAZON COM INC	260,000	$57,041	5.0%	$130.82	+51.3%	Common	023135106
AXP	AMERICAN EXPRESS CO	150,000	$47,847	4.2%	$80.76	+245.9%	Common	025816109
JPM	JPMORGAN CHASE & CO.	150,000	$43,487	3.8%	$49.96	+405.7%	Common	46625H100
MSFT	MICROSOFT CORP	80,000	$39,793	3.5%	$45.98	+840.3%	Common	594918104
TDY	TELEDYNE TECHNOLOGIES INC	70,000	$35,862	3.2%	$418.74	+15.2%	common	879360105
AON	AON PLC	100,000	$35,676	3.1%	$184.13	+96.2%	Class A	G0403H108
—	HESS CORP	250,000	$34,635	3.1%	$46.72	—	Common	42809H107
MELI	MERCADOLIBRE INC	13,000	$33,977	3.0%	$1403.28	+66.4%	Common	58733R102
AJG	GALLAGHER ARTHUR J & CO	105,000	$33,613	3.0%	$244.50	+34.0%	Common	363576109
KEYS	KEYSIGHT TECHNOLOGIES INC	200,000	$32,772	2.9%	$32.07	+375.2%	Common	49338L103
NKE	NIKE INC	400,000	$28,416	2.5%	$73.22	-19.3%	Common	654106103
ROP	ROPER TECHNOLOGIES INC	50,000	$28,342	2.5%	$121.18	+363.9%	Common	776696106
RYN	RAYONIER INC	1,201,474	$26,649	2.4%	$29.25	—	Common	754907103
V	VISA INC	75,000	$26,629	2.3%	$240.79	+44.1%	Common Class A	92826C839
COHR	COHERENT CORP	200,000	$17,842	1.6%	$46.05	+56.3%	Common	19247G107
MDT	MEDTRONIC PLC	175,000	$15,255	1.3%	$59.21	+41.0%	Common	G5960L103
JNJ	JOHNSON & JOHNSON	90,000	$13,748	1.2%	$78.82	+91.4%	Common	478160104
BRC	BRADY CORP	200,000	$13,594	1.2%	$23.68	+190.9%	Class A	104674106
MRK	MERCK & CO INC	150,000	$11,874	1.0%	$30.02	+157.8%	Common	58933Y105
WSC	WILLSCOT HLDGS CORP	225,000	$6,165	0.5%	$36.74	-27.5%	Common	971378104