Central Securities Corp
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Central Securities Corp reported 29 stock positions worth $1.3 billion. Its top holding was Alphabet Class A (GOOGL) at 10.7% of the portfolio, followed by Analog Devices (ADI, 10.4%) and Progressive (PGR, 6.5%). Compared with Q1 2026, it opened 1 new position, sold out of 2, added to 3 and reduced 1. The biggest buy was Arthur J Gallagher (AJG, shares +89%) and the biggest sale an exit from Aon Class A (AON).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0000018748
- Portfolio Value
- $1.3B (Q2 2026)
- SEC Filing
- 0001209992-26-000048 ↗ filed Aug 10, 2026
Holdings Value
Holdings 29 stocks · $1.3B
| GOOGL Alphabet Inc. Class A | 10.66% | 400,000 | $142.9M | No change |
| ADI Analog Devices Inc. | 10.37% | 350,000 | $139.0M | No change |
| PGR Progressive Corp. | 6.52% | 400,000 | $87.4M | No change |
| COF Capital One Financial Corp. | 5.24% | 350,000 | $70.2M | No change |
| KEYS Keysight Technologies Inc. | 5.22% | 200,000 | $70.0M | No change |
| SCHW Schwab (charles) Corp. | 4.82% | 700,000 | $64.6M | No change |
| AMZN Amazon.com Inc. | 4.62% | 260,000 | $62.0M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 4.37% | 255,000 | $58.5M | Add +88.9% |
| MSI Motorola Solutions Inc. | 4.34% | 140,000 | $58.1M | No change |
| META Meta Platforms Inc. Class A | 3.78% | 90,000 | $50.7M | No change |
| AXP American Express Co. | 3.53% | 140,000 | $47.4M | No change |
| TDY Teledyne Technologies Inc. | 3.48% | 70,000 | $46.7M | No change |
| JPM JPMorgan Chase & Co. | 3.42% | 140,000 | $45.8M | No change |
| CVX Chevron Corp. | 3.17% | 256,250 | $42.5M | No change |
| TSM Taiwan Semiconductor-SP ADR | 2.85% | 80,000 | $38.2M | No change |
| SUNB Sunbelt Rentals Holdings Inc. | 2.79% | 500,000 | $37.4M | Reduce -16.7% |
| MELI MercadoLibre Inc. | 2.28% | 18,000 | $30.6M | Add +16.1% |
| MSFT Microsoft Corp. | 2.23% | 80,000 | $29.8M | No change |
| RYN Rayonier Inc. | 2.00% | 1,260,130 | $26.8M | No change |
| V Visa Inc. Class A | 1.92% | 75,000 | $25.7M | No change |
| EFX Equifax Inc. | 1.72% | 145,000 | $23.0M | Add +45.0% |
| NKE Nike Inc. Class B | 1.53% | 500,000 | $20.5M | No change |
| MDT Medtronic PLC | 1.46% | 250,000 | $19.6M | No change |
| MRK Merck & Co. Inc. | 1.44% | 150,000 | $19.3M | No change |
| CLBT Cellebrite Di Ltd. | 1.42% | 1,300,000 | $19.0M | New |
| BRC Brady Corporation Class A | 1.37% | 200,000 | $18.3M | No change |
| JNJ Johnson & Johnson | 1.33% | 70,000 | $17.8M | No change |
| ROP Roper Technologies Inc. | 1.26% | 50,000 | $16.9M | No change |
| TWFG TWFG Inc. | 0.90% | 500,000 | $12.0M | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 29 | $1.3B | GOOGL, ADI, PGR, COF, KEYS |
| Q1 2026 | 30 | $1.2B | GOOGL, ADI, PGR, SCHW, COF |
| Q4 2025 | 29 | $1.2B | GOOGL, ADI, PGR, COF, SCHW |
| Q3 2025 | 29 | $1.2B | GOOGL, PGR, ADI, SCHW, COF |
| Q2 2025 | 27 | $1.1B | PGR, ADI, GOOGL, META, SCHW |
| Q1 2025 | 27 | $1.1B | PGR, ADI, GOOGL, MSI, SCHW |
| Q4 2024 | 28 | $1.0B | PGR, GOOGL, ADI, MSI, SCHW |
| Q3 2024 | 27 | $1.0B | PGR, ADI, GOOGL, MSI, META |
| Q2 2024 | 28 | $1.0B | ADI, PGR, GOOGL, MSI, SCHW |
| Q1 2024 | 27 | $990.4M | PGR, ADI, GOOGL, MSI, SCHW |