CENTRAL SECURITIES CORP Long-Term Concentrated

CIK: 0000018748 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $1,214,645 (100.0% shares, 0.0% debt)

Holdings (29)

GOOGL ALPHABET INC 8.6%

Value ($000) $104,533 Shares 430,000 Est. Cost $108.03 Unrealized +93.6%

PGR PROGRESSIVE CORP 8.1%

Value ($000) $98,780 Shares 400,000 Est. Cost $48.43 Unrealized +378.4%

ADI ANALOG DEVICES INC 7.3%

Value ($000) $88,452 Shares 360,000 Est. Cost $41.71 Unrealized +472.8%

SCHW SCHWAB CHARLES CORP 6.3%

Value ($000) $76,376 Shares 800,000 Est. Cost $37.94 Unrealized +149.2%

COF CAPITAL ONE FINL CORP 5.9%

Value ($000) $71,214 Shares 335,000 Est. Cost $67.04 Unrealized +224.9%

META META PLATFORMS INC 5.4%

Value ($000) $66,094 Shares 90,000 Est. Cost $310.90 Unrealized +139.1%

MSI MOTOROLA SOLUTIONS INC 5.3%

Value ($000) $64,021 Shares 140,000 Est. Cost $50.38 Unrealized +790.0%

AMZN AMAZON COM INC 4.7%

Value ($000) $57,088 Shares 260,000 Est. Cost $130.82 Unrealized +73.0%

AXP AMERICAN EXPRESS CO 3.8%

Value ($000) $46,502 Shares 140,000 Est. Cost $80.76 Unrealized +291.9%

JPM JPMORGAN CHASE & CO. 3.6%

Value ($000) $44,160 Shares 140,000 Est. Cost $49.96 Unrealized +492.3%

MSFT MICROSOFT CORP 3.4%

Value ($000) $41,436 Shares 80,000 Est. Cost $45.98 Unrealized +1006.2%

TDY TELEDYNE TECHNOLOGIES INC 3.4%

Value ($000) $41,023 Shares 70,000 Est. Cost $418.74 Unrealized +30.7%

CVX CHEVRON CORP NEW 3.3%

Value ($000) $39,793 Shares 256,250 Est. Cost $152.28 Unrealized 0.0%

AON AON PLC 2.9%

Value ($000) $35,658 Shares 100,000 Est. Cost $184.13 Unrealized +96.3%

KEYS KEYSIGHT TECHNOLOGIES INC 2.9%

Value ($000) $34,984 Shares 200,000 Est. Cost $32.07 Unrealized +419.6%

AJG GALLAGHER ARTHUR J & CO 2.7%

Value ($000) $32,523 Shares 105,000 Est. Cost $244.50 Unrealized +22.8%

RYN RAYONIER INC 2.6%

Value ($000) $31,887 Shares 1,201,474 Est. Cost $29.25 Unrealized —

NKE NIKE INC 2.6%

Value ($000) $31,379 Shares 450,000 Est. Cost $73.28 Unrealized +0.7%

MELI MERCADOLIBRE INC 2.5%

Value ($000) $30,380 Shares 13,000 Est. Cost $1403.28 Unrealized +71.1%

V VISA INC 2.1%

Value ($000) $25,604 Shares 75,000 Est. Cost $240.79 Unrealized +43.3%

ROP ROPER TECHNOLOGIES INC 2.1%

Value ($000) $24,935 Shares 50,000 Est. Cost $121.18 Unrealized +338.5%

MDT MEDTRONIC PLC 2.0%

Value ($000) $23,810 Shares 250,000 Est. Cost $68.83 Unrealized +32.6%

TSM TAIWAN SEMICONDUCTOR MFG LTD 1.8%

Value ($000) $22,343 Shares 80,000 Est. Cost $279.29 Unrealized —

COHR COHERENT CORP 1.8%

Value ($000) $21,544 Shares 200,000 Est. Cost $46.05 Unrealized +116.5%

BRC BRADY CORP 1.3%

Value ($000) $15,606 Shares 200,000 Est. Cost $23.68 Unrealized +210.1%

JNJ JOHNSON & JOHNSON 1.2%

Value ($000) $14,834 Shares 80,000 Est. Cost $78.82 Unrealized +115.1%

MRK MERCK & CO INC 1.0%

Value ($000) $12,590 Shares 150,000 Est. Cost $30.02 Unrealized +169.9%

TWFG TWFG INC 1.0%

Value ($000) $12,348 Shares 450,000 Est. Cost $28.90 Unrealized 0.0%

WSC WILLSCOT HLDGS CORP 0.4%

Value ($000) $4,750 Shares 225,000 Est. Cost $36.74 Unrealized -29.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	430,000	$104,533	8.6%	$108.03	+93.6%	Class A	02079K305
PGR	PROGRESSIVE CORP	400,000	$98,780	8.1%	$48.43	+378.4%	Common	743315103
ADI	ANALOG DEVICES INC	360,000	$88,452	7.3%	$41.71	+472.8%	Common	032654105
SCHW	SCHWAB CHARLES CORP	800,000	$76,376	6.3%	$37.94	+149.2%	Common	808513105
COF	CAPITAL ONE FINL CORP	335,000	$71,214	5.9%	$67.04	+224.9%	Common	14040H105
META	META PLATFORMS INC	90,000	$66,094	5.4%	$310.90	+139.1%	Class A	30303M102
MSI	MOTOROLA SOLUTIONS INC	140,000	$64,021	5.3%	$50.38	+790.0%	Common	620076307
AMZN	AMAZON COM INC	260,000	$57,088	4.7%	$130.82	+73.0%	Common	023135106
AXP	AMERICAN EXPRESS CO	140,000	$46,502	3.8%	$80.76	+291.9%	Common	025816109
JPM	JPMORGAN CHASE & CO.	140,000	$44,160	3.6%	$49.96	+492.3%	Common	46625H100
MSFT	MICROSOFT CORP	80,000	$41,436	3.4%	$45.98	+1006.2%	Common	594918104
TDY	TELEDYNE TECHNOLOGIES INC	70,000	$41,023	3.4%	$418.74	+30.7%	common	879360105
CVX	CHEVRON CORP NEW	256,250	$39,793	3.3%	$152.28	0.0%	Common	166764100
AON	AON PLC	100,000	$35,658	2.9%	$184.13	+96.3%	Class A	G0403H108
KEYS	KEYSIGHT TECHNOLOGIES INC	200,000	$34,984	2.9%	$32.07	+419.6%	Common	49338L103
AJG	GALLAGHER ARTHUR J & CO	105,000	$32,523	2.7%	$244.50	+22.8%	Common	363576109
RYN	RAYONIER INC	1,201,474	$31,887	2.6%	$29.25	—	Common	754907103
NKE	NIKE INC	450,000	$31,379	2.6%	$73.28	+0.7%	Common	654106103
MELI	MERCADOLIBRE INC	13,000	$30,380	2.5%	$1403.28	+71.1%	Common	58733R102
V	VISA INC	75,000	$25,604	2.1%	$240.79	+43.3%	Common Class A	92826C839
ROP	ROPER TECHNOLOGIES INC	50,000	$24,935	2.1%	$121.18	+338.5%	Common	776696106
MDT	MEDTRONIC PLC	250,000	$23,810	2.0%	$68.83	+32.6%	Common	G5960L103
TSM	TAIWAN SEMICONDUCTOR MFG LTD	80,000	$22,343	1.8%	$279.29	—	ADR	874039100
COHR	COHERENT CORP	200,000	$21,544	1.8%	$46.05	+116.5%	Common	19247G107
BRC	BRADY CORP	200,000	$15,606	1.3%	$23.68	+210.1%	Class A	104674106
JNJ	JOHNSON & JOHNSON	80,000	$14,834	1.2%	$78.82	+115.1%	Common	478160104
MRK	MERCK & CO INC	150,000	$12,590	1.0%	$30.02	+169.9%	Common	58933Y105
TWFG	TWFG INC	450,000	$12,348	1.0%	$28.90	0.0%	Class A	87318A101
WSC	WILLSCOT HLDGS CORP	225,000	$4,750	0.4%	$36.74	-29.9%	Common	971378104