2026 Q2 Portfolio Activity
In 2026 Q2, CENTRAL SECURITIES CORP maintained a portfolio of 31 distinct positions. The most significant new addition was CELLEBRITE DI LTD, now representing 1.42% of the total fund value. They heavily accumulated shares in GALLAGHER ARTHUR J & CO, increasing the position by 88.9%. Conversely, CENTRAL SECURITIES CORP completely exited their position in AON PLC.
Position History
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Total Positions
31
Quarter
2026 Q2
Top Holding
GOOGL (10.7%)
Top 10 Concentration
59.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-31 of 31
CENTRAL SECURITIES CORP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
ALPHABET INC
|
Communication Services | 10.66% | 9.49% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
400,000 | $142,948,000 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 10.37% | 9.19% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
350,000 | $139,009,500 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 6.52% | 6.54% |
#3
Prev: #3
|
4.6 |
—
|
no change | no change |
P
S
|
400,000 | $87,380,000 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 5.24% | 5.27% |
#4
1
Prev: #5
|
3.6 |
—
|
no change | no change |
P
S
|
350,000 | $70,217,000 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
KEYS
KEYSIGHT TECHNO...
|
Technology | 5.22% | 4.66% |
#5
2
Prev: #7
|
3.6 |
—
|
no change | no change |
P
S
|
200,000 | $70,014,000 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 4.82% | 5.43% |
#6
2
Prev: #4
|
2.9 |
—
|
no change | no change |
P
S
|
700,000 | $64,589,000 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 4.62% | 4.47% |
#7
1
Prev: #8
|
2.8 |
—
|
no change | no change |
P
S
|
260,000 | $61,968,400 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AJG
GALLAGHER ARTHU...
|
Financial Services | 4.37% | 2.41% |
#8
8
Prev: #16
|
4.7 |
—
|
120,000 | 88.9% |
P
S
|
255,000 | $58,540,350 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 4.34% | 5.01% |
#9
3
Prev: #6
|
2.7 |
—
|
no change | no change |
P
S
|
140,000 | $58,140,600 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
META
META PLATFORMS ...
|
Communication Services | 3.78% | 4.25% |
#10
Prev: #10
|
2.5 |
—
|
no change | no change |
P
S
|
90,000 | $50,696,100 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 3.53% | 3.50% |
#11
1
Prev: #12
|
2.4 |
—
|
no change | no change |
P
S
|
140,000 | $47,355,000 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
TDY
TELEDYNE TECHNO...
|
Technology | 3.48% | 3.50% |
#12
1
Prev: #11
|
2.4 |
—
|
no change | no change |
P
S
|
70,000 | $46,683,000 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 3.42% | 3.40% |
#13
Prev: #13
|
2.4 |
—
|
no change | no change |
P
S
|
140,000 | $45,826,200 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 3.17% | 4.38% |
#14
5
Prev: #9
|
2.3 |
—
|
no change | no change |
P
S
|
256,250 | $42,476,000 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 2.85% | 2.23% |
#15
2
Prev: #17
|
2.1 |
—
|
no change | no change |
P
S
|
80,000 | $38,205,600 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
N/A
SUNBELT RENTALS...
|
|
Unknown | 2.79% | 3.22% |
#16
2
Prev: #14
|
1.6 |
—
|
-100,000 | -16.7% |
P
S
|
500,000 | $37,405,000 | — | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 2.28% | 2.21% |
#17
1
Prev: #18
|
2.9 |
—
|
2,500 | 16.1% |
P
S
|
18,000 | $30,553,020 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.23% | 2.44% |
#18
3
Prev: #15
|
1.9 |
—
|
no change | no change |
P
S
|
80,000 | $29,841,600 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
RYN
RAYONIER INC
|
Real Estate | 2.00% | 2.14% |
#19
1
Prev: #20
|
1.8 |
—
|
no change | no change |
P
S
|
1,260,130 | $26,815,567 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
V
VISA INC
|
Financial Services | 1.92% | 1.87% |
#20
2
Prev: #22
|
1.8 |
—
|
no change | no change |
P
S
|
75,000 | $25,731,750 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
EFX
EQUIFAX INC
|
Industrials | 1.72% | 1.49% |
#21
4
Prev: #25
|
3.2 |
—
|
45,000 | 45.0% |
P
S
|
145,000 | $23,014,400 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
NKE
NIKE INC
|
Consumer Cyclical | 1.53% | 2.18% |
#22
3
Prev: #19
|
1.6 |
—
|
no change | no change |
P
S
|
500,000 | $20,525,000 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 1.46% | 1.79% |
#23
Prev: #23
|
1.6 |
—
|
no change | no change |
P
S
|
250,000 | $19,557,500 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 1.44% | 1.49% |
#24
Prev: #24
|
1.6 |
—
|
no change | no change |
P
S
|
150,000 | $19,275,000 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
CLBT
CELLEBRITE DI L...
|
Technology | 1.42% | — |
#25
Prev: #—
|
4.1 |
—
|
1,300,000 | — |
NEW
|
1,300,000 | $18,980,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
BRC
BRADY CORP
|
Industrials | 1.37% | 1.34% |
#26
2
Prev: #28
|
1.5 |
—
|
no change | no change |
P
S
|
200,000 | $18,314,000 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.33% | 1.41% |
#27
Prev: #27
|
1.5 |
—
|
no change | no change |
P
S
|
70,000 | $17,777,900 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
ROP
ROPER TECHNOLOG...
|
Technology | 1.26% | 1.46% |
#28
2
Prev: #26
|
1.5 |
—
|
no change | no change |
P
S
|
50,000 | $16,919,500 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
TWFG
TWFG INC
|
Financial Services | 0.90% | 0.76% |
#29
Prev: #29
|
1.4 |
—
|
no change | no change |
P
S
|
500,000 | $12,025,000 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
WSC
WILLSCOT HLDGS ...
|
Industrials | 0.00% | 0.32% |
Sold All 😨
(Was: #30) |
0.0 |
—
|
-225,000 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AON
AON PLC
|
Financial Services | 0.00% | 2.13% |
Sold All 😨
(Was: #21) |
0.0 |
—
|
-80,000 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 |
Showing 1-31 of 31 holdings