Central Securities Corp
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), Central Securities Corp reported 27 stock positions worth $1.0 billion. Its top holding was Progressive (PGR) at 10.3% of the portfolio, followed by Analog Devices (ADI, 8.9%) and Alphabet Class A (GOOGL, 7.2%). Compared with Q2 2024, it sold out of 1, added to 1 and reduced 6. The biggest buy was Schwab (charles) (SCHW, shares +14%) and the biggest sale Aercap (AER, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0000018748
- Portfolio Value
- $1.0B (Q3 2024)
- SEC Filing
- 0000018748-24-000014 ↗ filed Nov 8, 2024
Holdings Value
Holdings 27 stocks · $1.0B
| PGR Progressive Corp. | 10.34% | 420,000 | $106.6M | Reduce -2.3% |
| ADI Analog Devices Inc. | 8.93% | 400,000 | $92.1M | No change |
| GOOGL Alphabet Inc. Class A | 7.24% | 450,000 | $74.6M | No change |
| MSI Motorola Solutions Inc. | 6.33% | 145,000 | $65.2M | Reduce -3.3% |
| META Meta Platforms Inc. Class A | 5.55% | 100,000 | $57.2M | No change |
| SCHW Schwab (charles) Corp. | 5.03% | 800,000 | $51.8M | Add +14.3% |
| AXP American Express Co. | 4.47% | 170,000 | $46.1M | Reduce -15.0% |
| COF Capital One Financial Corp. | 4.36% | 300,000 | $44.9M | No change |
| AMZN Amazon.com Inc. | 4.07% | 225,000 | $41.9M | No change |
| JPM JPMorgan Chase & Co. | 3.68% | 180,000 | $38.0M | Reduce -10.0% |
| HES Hess Corp. | 3.62% | 275,000 | $37.3M | No change |
| RYN Rayonier Inc. | 3.59% | 1,150,000 | $37.0M | No change |
| AON Aon PLC Class A | 3.36% | 100,000 | $34.6M | No change |
| MSFT Microsoft Corp. | 3.34% | 80,000 | $34.4M | No change |
| KEYS Keysight Technologies Inc. | 3.08% | 200,000 | $31.8M | No change |
| ROP Roper Technologies Inc. | 2.97% | 55,000 | $30.6M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.87% | 105,000 | $29.5M | No change |
| MELI MercadoLibre Inc. | 2.59% | 13,000 | $26.7M | No change |
| TDY Teledyne Technologies Inc. | 2.55% | 60,000 | $26.3M | No change |
| V Visa Inc. Class A | 2.00% | 75,000 | $20.6M | No change |
| MRK Merck & Co. Inc. | 1.76% | 160,000 | $18.2M | No change |
| COHR Coherent Corp. | 1.73% | 200,000 | $17.8M | Reduce -50.0% |
| MDT Medtronic PLC | 1.62% | 185,000 | $16.7M | No change |
| BRC Brady Corporation Class A | 1.49% | 200,000 | $15.3M | No change |
| JNJ Johnson & Johnson | 1.42% | 90,000 | $14.6M | No change |
| AER Aercap Holdings NV | 1.10% | 120,000 | $11.4M | Reduce -56.4% |
| INTC Intel Corp. | 0.91% | 400,000 | $9.4M | No change |
Portfolio Sells Q2 2024 → Q3 2024
| AER Aercap Holdings NV | Reduce -56.4% | 1.10% | −1.42 |
| COHR Coherent Corp. | Reduce -50.0% | 1.73% | −1.13 |
| WOLF Wolfspeed Inc. | Sold out | 0.00% | −0.38 |
| JPM JPMorgan Chase & Co. | Reduce -10.0% | 3.68% | −0.30 |
| AXP American Express Co. | Reduce -15.0% | 4.47% | −0.09 |
| MSI Motorola Solutions Inc. | Reduce -3.3% | 6.33% | +0.62 |
| PGR Progressive Corp. | Reduce -2.3% | 10.34% | +1.54 |
Portfolio Buys Q2 2024 → Q3 2024
| SCHW Schwab (charles) Corp. | Add +14.3% | 5.03% | −0.05 |
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 |