Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CENTRAL SECURITIES CORP (CIK 18748) reported $1.21B across 29 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($115.0M, 9.49%), ADI ($111.3M, 9.19%), PGR ($79.3M, 6.54%), SCHW ($65.8M, 5.43%), COF ($63.9M, 5.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $115.0M | 9.49% | 400,000 | Trimmed |
| 2 | ADI | ANALOG DEVICES INC | $111.3M | 9.19% | 350,000 | Trimmed |
| 3 | PGR | PROGRESSIVE CORP | $79.3M | 6.54% | 400,000 | Hold |
| 4 | SCHW | SCHWAB CHARLES CORP | $65.8M | 5.43% | 700,000 | Trimmed |
| 5 | COF | CAPITAL ONE FINL CORP | $63.9M | 5.27% | 350,000 | Added |
| 6 | MSI | MOTOROLA SOLUTIONS INC | $60.8M | 5.01% | 140,000 | Hold |
| 7 | KEYS | KEYSIGHT TECHNOLOGIES INC | $56.5M | 4.66% | 200,000 | Hold |
| 8 | AMZN | AMAZON COM INC | $54.2M | 4.47% | 260,000 | Hold |
| 9 | CVX | CHEVRON CORPORATION | $53.0M | 4.38% | 256,250 | Hold |
| 10 | META | META PLATFORMS INC | $51.5M | 4.25% | 90,000 | Hold |
| 11 | TDY | TELEDYNE TECHNOLOGIES INC | $42.4M | 3.50% | 70,000 | Hold |
| 12 | AXP | AMERICAN EXPRESS CO | $42.3M | 3.50% | 140,000 | Hold |
| 13 | JPM | JPMORGAN CHASE & CO | $41.2M | 3.40% | 140,000 | Hold |
| 14 | SUNBELT RENTALS HOLDINGS INC | $39.1M | 3.22% | 600,000 | New | |
| 15 | MSFT | MICROSOFT CORP | $29.6M | 2.44% | 80,000 | Hold |
| 16 | AJG | GALLAGHER ARTHUR J & CO | $29.2M | 2.41% | 135,000 | Added |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.0M | 2.23% | 80,000 | Hold |
| 18 | MELI | MERCADOLIBRE INC | $26.8M | 2.21% | 15,500 | Added |
| 19 | NKE | NIKE INC | $26.4M | 2.18% | 500,000 | Hold |
| 20 | RYN | RAYONIER INC | $26.0M | 2.14% | 1.3M | Hold |
| 21 | AON | AON PLC | $25.8M | 2.13% | 80,000 | Trimmed |
| 22 | V | VISA INC | $22.7M | 1.87% | 75,000 | Hold |
| 23 | MDT | MEDTRONIC PLC | $21.7M | 1.79% | 250,000 | Hold |
| 24 | MRK | MERCK & CO INC | $18.0M | 1.49% | 150,000 | Hold |
| 25 | EFX | EQUIFAX INC | $18.0M | 1.49% | 100,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31