Holdings (Monthly)
Guide ↗
Central Securities Corporation
· Central Securities Corporation| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | The Plymouth Rock Company Incorporated | N/A | Mar 2026 | 28,424 | -51,576 | $407.4M | +1477.7% | 22.20% | EC |
| 2 | Alphabet, Inc. | 02079K305 | Mar 2026 | 400,000 | — | $142.9M | +24.3% | 7.79% | EC |
| 3 | Analog Devices, Inc. | 032654105 | Mar 2026 | 350,000 | — | $139.0M | +24.8% | 7.57% | EC |
| 4 | Progressive Corp. (The) | 743315103 | Mar 2026 | 400,000 | — | $87.4M | +10.2% | 4.76% | EC |
| 5 | Capital One Financial Corp. | 14040H105 | Mar 2026 | 350,000 | — | $70.2M | +10.0% | 3.83% | EC |
| 6 | Keysight Technologies, Inc. | 49338L103 | Mar 2026 | 200,000 | — | $70.0M | +24.0% | 3.81% | EC |
| 7 | Charles Schwab Corp. (The) | 808513105 | Mar 2026 | 700,000 | — | $64.6M | -1.8% | 3.52% | EC |
| 8 | Amazon.com, Inc. | 023135106 | Mar 2026 | 260,000 | — | $62.0M | +14.4% | 3.38% | EC |
| 9 | Arthur J Gallagher & Co. | 363576109 | Mar 2026 | 255,000 | +120,000 | $58.5M | +100.2% | 3.19% | EC |
| 10 | Motorola Solutions, Inc. | 620076307 | Mar 2026 | 140,000 | — | $58.1M | -4.3% | 3.17% | EC |
| 11 | Meta Platforms, Inc. | 30303M102 | Mar 2026 | 90,000 | — | $50.7M | -1.5% | 2.76% | EC |
| 12 | American Express Co. | 025816109 | Mar 2026 | 140,000 | — | $47.4M | +11.8% | 2.58% | EC |
| 13 | Teledyne Technologies, Inc. | 879360105 | Mar 2026 | 70,000 | — | $46.7M | +10.2% | 2.54% | EC |
| 14 | JPMorgan Chase & Co. | 46625H100 | Mar 2026 | 140,000 | — | $45.8M | +11.3% | 2.50% | EC |
| 15 | Chevron Corp. | 166764100 | Mar 2026 | 256,250 | — | $42.5M | -19.9% | 2.31% | EC |
| 16 | Taiwan Semiconductor Manufacturing Co. Ltd. | 874039100 | Mar 2026 | 80,000 | — | $38.2M | +41.3% | 2.08% | EC |
| 17 | Sunbelt Rentals Holdings, Inc. | 866966104 | Mar 2026 | 500,000 | -100,000 | $37.4M | -4.2% | 2.04% | EC |
| 18 | MercadoLibre, Inc. | 58733R102 | Mar 2026 | 18,000 | +2,500 | $30.6M | +14.0% | 1.66% | EC |
| 19 | United States of America | 912797UP0 | Jun 2026 | 30,000,000 | NEW | $30.0M | — | 1.63% | STIV |
| 20 | United States of America | 912797UQ8 | Jun 2026 | 30,000,000 | NEW | $29.9M | — | 1.63% | STIV |
| 21 | Microsoft Corp. | 594918104 | Mar 2026 | 80,000 | — | $29.8M | +0.8% | 1.63% | EC |
| 22 | JPMorgan 100% U.S. Treasury Securities Money Market Fund | 4812A2835 | Mar 2026 | 27,073,861 | -46,363,107 | $27.1M | -63.1% | 1.48% | STIV |
| 23 | Rayonier, Inc. | 754907103 | Mar 2026 | 1,260,130 | — | $26.8M | +3.2% | 1.46% | EC |
| 24 | Visa, Inc. | 92826C839 | Mar 2026 | 75,000 | — | $25.7M | +13.5% | 1.40% | EC |
| 25 | Equifax, Inc. | 294429105 | Mar 2026 | 145,000 | +45,000 | $23.0M | +27.8% | 1.25% | EC |
| 26 | NIKE, Inc. | 654106103 | Mar 2026 | 500,000 | — | $20.5M | -22.3% | 1.12% | EC |
| 27 | Medtronic plc | N/A | Mar 2026 | 250,000 | NEW | $19.6M | — | 1.07% | EC |
| 28 | Merck & Co., Inc. | 58933Y105 | Mar 2026 | 150,000 | — | $19.3M | +6.8% | 1.05% | EC |
| 29 | Cellebrite DI Ltd. | N/A | Mar 2026 | 1,300,000 | NEW | $19.0M | — | 1.03% | EC |
| 30 | Brady Corp. | 104674106 | Mar 2026 | 200,000 | — | $18.3M | +12.7% | 1.00% | EC |
| 31 | Johnson & Johnson | 478160104 | Mar 2026 | 70,000 | — | $17.8M | +3.9% | 0.97% | EC |
| 32 | Roper Technologies, Inc. | 776696106 | Mar 2026 | 50,000 | — | $16.9M | -4.4% | 0.92% | EC |
| 33 | TWFG, Inc. | 87318A101 | Mar 2026 | 500,000 | — | $12.0M | +30.8% | 0.66% | EC |
| ✕ | United States of America | 912797TG2 | — | 35,000,000 | SOLD | $35.0M | — | — | — |
| ✕ | WillScot Holdings Corp. | 971378104 | — | 225,000 | SOLD | $3.9M | — | — | — |