Central Securities Corp
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Central Securities Corp reported 28 stock positions worth $1.0 billion. Its top holding was Analog Devices (ADI) at 9.0% of the portfolio, followed by Progressive (PGR, 8.8%) and Alphabet Class A (GOOGL, 8.1%). Compared with Q1 2024, it opened 1 new position, added to 4 and reduced 5. The biggest buy was a new position in Arthur J Gallagher (AJG) and the biggest sale Aon Class A (AON, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0000018748
- Portfolio Value
- $1.0B (Q2 2024)
- SEC Filing
- 0000018748-24-000012 ↗ filed Aug 13, 2024
Holdings Value
Holdings 28 stocks · $1.0B
| ADI Analog Devices Inc. | 9.00% | 400,000 | $91.3M | No change |
| PGR Progressive Corp. | 8.80% | 430,000 | $89.3M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 8.08% | 450,000 | $82.0M | No change |
| MSI Motorola Solutions Inc. | 5.71% | 150,000 | $57.9M | No change |
| SCHW Schwab (charles) Corp. | 5.08% | 700,000 | $51.6M | No change |
| META Meta Platforms Inc. Class A | 4.97% | 100,000 | $50.4M | No change |
| AXP American Express Co. | 4.56% | 200,000 | $46.3M | No change |
| AMZN Amazon.com Inc. | 4.28% | 225,000 | $43.5M | No change |
| COF Capital One Financial Corp. | 4.09% | 300,000 | $41.5M | No change |
| HES Hess Corp. | 4.00% | 275,000 | $40.6M | Reduce -11.3% |
| JPM JPMorgan Chase & Co. | 3.99% | 200,000 | $40.5M | No change |
| MSFT Microsoft Corp. | 3.52% | 80,000 | $35.8M | No change |
| RYN Rayonier Inc. | 3.30% | 1,150,000 | $33.5M | Add +15.0% |
| ROP Roper Technologies Inc. | 3.05% | 55,000 | $31.0M | Add +1.9% |
| AON Aon PLC Class A | 2.89% | 100,000 | $29.4M | Reduce -33.3% |
| COHR Coherent Corp. | 2.86% | 400,000 | $29.0M | No change |
| KEYS Keysight Technologies Inc. | 2.69% | 200,000 | $27.4M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.68% | 105,000 | $27.2M | New |
| AER Aercap Holdings NV | 2.53% | 275,000 | $25.6M | Reduce -21.4% |
| TDY Teledyne Technologies Inc. | 2.29% | 60,000 | $23.3M | Add +25.4% |
| MELI MercadoLibre Inc. | 2.10% | 13,000 | $21.4M | No change |
| MRK Merck & Co. Inc. | 1.95% | 160,000 | $19.8M | Reduce -20.0% |
| V Visa Inc. Class A | 1.94% | 75,000 | $19.7M | Add +15.4% |
| MDT Medtronic PLC | 1.43% | 185,000 | $14.6M | No change |
| BRC Brady Corporation Class A | 1.30% | 200,000 | $13.2M | No change |
| JNJ Johnson & Johnson | 1.30% | 90,000 | $13.2M | No change |
| INTC Intel Corp. | 1.22% | 400,000 | $12.4M | No change |
| WOLF Wolfspeed Inc. | 0.38% | 170,000 | $3.9M | No change |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
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 |