Central Securities Corp
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Central Securities Corp reported 27 stock positions worth $1.1 billion. Its top holding was Progressive (PGR) at 9.4% of the portfolio, followed by Analog Devices (ADI, 7.8%) and Alphabet Class A (GOOGL, 6.9%). Compared with Q1 2025, it added to 3 and reduced 6. The biggest buy was Capital One Financial (COF, shares +12%) and the biggest sale Motorola Solutions (MSI, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0000018748
- Portfolio Value
- $1.1B (Q2 2025)
- SEC Filing
- 0000018748-25-000009 ↗ filed Aug 7, 2025
Holdings Value
Holdings 27 stocks · $1.1B
| PGR Progressive Corp. | 9.42% | 400,000 | $106.7M | No change |
| ADI Analog Devices Inc. | 7.77% | 370,000 | $88.1M | Reduce -5.1% |
| GOOGL Alphabet Inc. Class A | 6.92% | 445,000 | $78.4M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 6.51% | 100,000 | $73.8M | No change |
| SCHW Schwab (charles) Corp. | 6.44% | 800,000 | $73.0M | No change |
| COF Capital One Financial Corp. | 6.29% | 335,000 | $71.3M | Add +11.7% |
| MSI Motorola Solutions Inc. | 5.19% | 140,000 | $58.9M | Reduce -3.5% |
| AMZN Amazon.com Inc. | 5.03% | 260,000 | $57.0M | Add +10.6% |
| AXP American Express Co. | 4.22% | 150,000 | $47.8M | No change |
| JPM JPMorgan Chase & Co. | 3.84% | 150,000 | $43.5M | Reduce -6.3% |
| MSFT Microsoft Corp. | 3.51% | 80,000 | $39.8M | No change |
| TDY Teledyne Technologies Inc. | 3.16% | 70,000 | $35.9M | No change |
| AON Aon PLC Class A | 3.15% | 100,000 | $35.7M | No change |
| HES Hess Corp. | 3.06% | 250,000 | $34.6M | No change |
| MELI MercadoLibre Inc. | 3.00% | 13,000 | $34.0M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.97% | 105,000 | $33.6M | No change |
| KEYS Keysight Technologies Inc. | 2.89% | 200,000 | $32.8M | No change |
| NKE Nike Inc. Class B | 2.51% | 400,000 | $28.4M | Add +23.1% |
| ROP Roper Technologies Inc. | 2.50% | 50,000 | $28.3M | Reduce -9.1% |
| RYN Rayonier Inc. | 2.35% | 1,201,474 | $26.6M | No change |
| V Visa Inc. Class A | 2.35% | 75,000 | $26.6M | No change |
| COHR Coherent Corp. | 1.57% | 200,000 | $17.8M | No change |
| MDT Medtronic PLC | 1.35% | 175,000 | $15.3M | No change |
| JNJ Johnson & Johnson | 1.21% | 90,000 | $13.7M | No change |
| BRC Brady Corporation Class A | 1.20% | 200,000 | $13.6M | No change |
| MRK Merck & Co. Inc. | 1.05% | 150,000 | $11.9M | Reduce -6.3% |
| WSC Willscot Holdings Corp. | 0.54% | 225,000 | $6.2M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| MSI Motorola Solutions Inc. | Reduce -3.5% | 5.19% | −0.85 |
| ROP Roper Technologies Inc. | Reduce -9.1% | 2.50% | −0.59 |
| MRK Merck & Co. Inc. | Reduce -6.3% | 1.05% | −0.32 |
| JPM JPMorgan Chase & Co. | Reduce -6.3% | 3.84% | +0.10 |
| ADI Analog Devices Inc. | Reduce -5.1% | 7.77% | +0.29 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 6.92% | +0.30 |
Portfolio Buys Q1 2025 → Q2 2025
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 |