Quarter snapshot

Central Securities

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	COHR	SOLD	—	—	—
≡	WSC		0.32%	225,000	$3,906,000
≡	TWFG	+5%	0.76%	500,000	$9,195,000
≡	BRC		1.34%	200,000	$16,248,000
≡	JNJ	−13%	1.41%	70,000	$17,110,800
≡	ROP		1.46%	50,000	$17,693,000
≡	EFX	Newly reported	1.49%	100,000	$18,007,000
≡	MRK		1.49%	150,000	$18,043,500
≡	MDT		1.79%	250,000	$21,662,500
≡	V		1.87%	75,000	$22,668,000
≡	AON	−20%	2.13%	80,000	$25,822,400
≡	RYN		2.14%	1,260,130	$25,983,881
≡	NKE		2.18%	500,000	$26,410,000
≡	MELI	+19%	2.21%	15,500	$26,799,810
≡	TSM		2.23%	80,000	$27,036,000
≡	AJG	+29%	2.41%	135,000	$29,238,300
≡	MSFT		2.44%	80,000	$29,613,600
≡	SUNB	Newly reported	3.22%	600,000	$39,054,000
≡	JPM		3.4%	140,000	$41,182,400
≡	AXP		3.5%	140,000	$42,347,200
≡	TDY		3.5%	70,000	$42,350,700
≡	META		4.25%	90,000	$51,491,700
≡	CVX		4.38%	256,250	$53,018,125
≡	AMZN		4.47%	260,000	$54,150,200
≡	KEYS		4.66%	200,000	$56,474,000
≡	MSI		5.01%	140,000	$60,755,800
≡	COF	+5%	5.27%	350,000	$63,850,500
≡	SCHW	−13%	5.43%	700,000	$65,786,000
≡	PGR		6.54%	400,000	$79,296,000
≡	ADI	−3%	9.19%	350,000	$111,349,000
≡	GOOG	−5%	9.49%	400,000	$115,024,000

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