Quarter snapshot

Central Securities

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	TWFG		0.86%	500,000	$12,005,000
≡	SE	Newly reported	1.05%	150,000	$14,604,000
≡	BRC		1.2%	200,000	$16,698,000
≡	CLBT	+15%	1.22%	1,500,000	$16,890,000
≡	ROP		1.26%	50,000	$17,470,500
≡	NKE		1.27%	500,000	$17,700,000
≡	JNJ		1.33%	70,000	$18,531,800
≡	EFX		1.43%	145,000	$19,899,800
≡	MDT		1.55%	250,000	$21,572,500
≡	MRK		1.57%	150,000	$21,796,500
≡	V		1.94%	75,000	$26,949,750
≡	RYN	+32%	2.2%	1,660,130	$30,479,987
≡	MELI		2.24%	18,000	$31,113,540
≡	TSM		2.63%	80,000	$36,495,200
≡	SUNB		2.64%	500,000	$36,605,000
≡	MSFT		2.96%	80,000	$41,032,000
≡	AXP		3.07%	140,000	$42,574,000
≡	JPM		3.34%	140,000	$46,316,200
≡	TDY	+14%	3.5%	80,000	$48,544,800
≡	CVX		3.77%	256,250	$52,328,813
≡	AJG		4.19%	255,000	$58,168,050
≡	MSI		4.5%	140,000	$62,435,800
≡	AMZN		4.67%	260,000	$64,779,000
≡	META		4.7%	90,000	$65,266,200
≡	COF		4.87%	350,000	$67,574,500
≡	SCHW		4.93%	700,000	$68,418,000
≡	KEYS		5.24%	200,000	$72,808,000
≡	PGR		5.97%	400,000	$82,924,000
≡	GOOG		9.91%	400,000	$137,632,000
≡	ADI		10.0%	350,000	$138,848,500

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