Quarter snapshot

Central Securities

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Quarter: Q2 2026
Filed: 2026-08-10
Portfolio value: $1,340,783,987
Positions: 29
Sources: 13F on EDGAR

history	Ticker	Change	% of portfolio	Shares	Value
≡	GOOG		10.66%	400,000	$142,948,000
≡	ADI		10.37%	350,000	$139,009,500
≡	PGR		6.52%	400,000	$87,380,000
≡	COF		5.24%	350,000	$70,217,000
≡	KEYS		5.22%	200,000	$70,014,000
≡	SCHW		4.82%	700,000	$64,589,000
≡	AMZN		4.62%	260,000	$61,968,400
≡	AJG	+89%	4.37%	255,000	$58,540,350
≡	MSI		4.34%	140,000	$58,140,600
≡	META		3.78%	90,000	$50,696,100
≡	AXP		3.53%	140,000	$47,355,000
≡	TDY		3.48%	70,000	$46,683,000
≡	JPM		3.42%	140,000	$45,826,200
≡	CVX		3.17%	256,250	$42,476,000
≡	TSM		2.85%	80,000	$38,205,600
≡	SUNB	−17%	2.79%	500,000	$37,405,000
≡	MELI	+16%	2.28%	18,000	$30,553,020
≡	MSFT		2.23%	80,000	$29,841,600
≡	RYN		2.0%	1,260,130	$26,815,567
≡	V		1.92%	75,000	$25,731,750
≡	EFX	+45%	1.72%	145,000	$23,014,400
≡	NKE		1.53%	500,000	$20,525,000
≡	MDT		1.46%	250,000	$19,557,500
≡	MRK		1.44%	150,000	$19,275,000
≡	CLBT	NEW	1.42%	1,300,000	$18,980,000
≡	BRC		1.37%	200,000	$18,314,000
≡	JNJ		1.33%	70,000	$17,777,900
≡	ROP		1.26%	50,000	$16,919,500
≡	TWFG		0.9%	500,000	$12,025,000
≡	AON	SOLD	—	—	—
≡	WSC	SOLD	—	—	—