Q2 2026 13F · SEC CIK 18748

Central Securities Corp

Broker-dealerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.3B
Reported positions: 29
Top holdings a year, 3 yrs: +20.7%
Average holding period: 9.9 yrs

Central Securities Corp is a broker-dealer that reported 29 positions worth $1.3B in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Alphabet Inc (GOOGL, 10.7%), Analog Devices Inc (ADI, 10.4%), Progressive Corp (PGR, 6.5%). A portfolio copying its top holdings returned 20.7% a year over the last 3 years, against 20.4% for the S&P 500.

Central Securities Corp holdings all 29 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Central Securities Corp 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	10.7%	9.5%	400,000	+0.0%	$142.9M
ADIAnalog Devices Inc	10.4%	9.2%	350,000	+0.0%	$139.0M
PGRProgressive Corp	6.5%	6.5%	400,000	+0.0%	$87.4M
COFCapital One Finl Corp	5.2%	5.3%	350,000	+0.0%	$70.2M
KEYSKeysight Technologies Inc	5.2%	4.7%	200,000	+0.0%	$70.0M
SCHWCharles Schwab Corp (the)	4.8%	5.4%	700,000	+0.0%	$64.6M
AMZNAmazon Com Inc	4.6%	4.5%	260,000	+0.0%	$62.0M
AJGGallagher Arthur J & Co	4.4%	2.4%	255,000	+88.9%	$58.5M
MSIMotorola Solutions Inc	4.3%	5.0%	140,000	+0.0%	$58.1M
METAMeta Platforms Inc	3.8%	4.3%	90,000	+0.0%	$50.7M
AXPAmerican Express Co	3.5%	3.5%	140,000	+0.0%	$47.4M
TDYTeledyne Technologies Inc	3.5%	3.5%	70,000	+0.0%	$46.7M
JPMJpmorgan Chase & Co	3.4%	3.4%	140,000	+0.0%	$45.8M
CVXChevron Corporation	3.2%	4.4%	256,250	+0.0%	$42.5M
TSMTaiwan Semiconductor Manufac	2.8%	2.2%	80,000	+0.0%	$38.2M
SUNBSunbelt Rentals Holdings Inc	2.8%	3.2%	500,000	-16.7%	$37.4M
MELIMercadolibre Inc	2.3%	2.2%	18,000	+16.1%	$30.6M
MSFTMicrosoft Corp	2.2%	2.4%	80,000	+0.0%	$29.8M
RYNRayonier Incorporated REIT	2.0%	2.1%	1,260,130	+0.0%	$26.8M
VVisa Inc	1.9%	1.9%	75,000	+0.0%	$25.7M
EFXEquifax Inc	1.7%	1.5%	145,000	+45.0%	$23.0M
NKENike Inc	1.5%	2.2%	500,000	+0.0%	$20.5M
MDTMedtronic PLC	1.5%	1.8%	250,000	+0.0%	$19.6M
MRKMerck & Co Inc	1.4%	1.5%	150,000	+0.0%	$19.3M
CLBTCellebrite Di Ltd	1.4%	New	1,300,000	—	$19.0M
BRCBrady Corp	1.4%	1.3%	200,000	+0.0%	$18.3M
JNJJohnson & Johnson	1.3%	1.4%	70,000	+0.0%	$17.8M
ROPRoper Technologies Inc	1.3%	1.5%	50,000	+0.0%	$16.9M
TWFGTwfg Inc	0.9%	0.8%	500,000	+0.0%	$12.0M

What Central Securities Corp bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +15.9% /yr; S&P 500 +20.1%
3 years: +20.7% /yr; S&P 500 +20.4%
5 years: +12.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.3B	29
Q1 2026	$1.2B	30
Q4 2025	$1.2B	29
Q3 2025	$1.2B	29
Q2 2025	$1.1B	27
Q1 2025	$1.1B	27
Q4 2024	$1.0B	28
Q3 2024	$1.0B	27
Q2 2024	$1.0B	28
Q1 2024	$990.4M	27
Q4 2023	$920.9M	28
Q3 2023	$819.0M	28

Questions about Central Securities Corp's portfolio

What stocks does Central Securities Corp own?

Central Securities Corp's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 29 positions worth $1.3B. The largest are Alphabet Inc (GOOGL) at 10.7%, Analog Devices Inc (ADI) at 10.4%, Progressive Corp (PGR) at 6.5%, Capital One Finl Corp (COF) at 5.2% and Keysight Technologies Inc (KEYS) at 5.2%.

What did Central Securities Corp buy last quarter?

In Q2 2026, Central Securities Corp added a new position in Cellebrite Di Ltd (CLBT), Gallagher Arthur J & Co (AJG) (+88.9% shares), Equifax Inc (EFX) (+45.0% shares) and Mercadolibre Inc (MELI) (+16.1% shares), compared with its Q1 2026 filing.

What did Central Securities Corp sell last quarter?

In Q2 2026, Central Securities Corp sold all of Aon PLC (AON), sold all of Willscot Hldgs Corp (WSC) and Sunbelt Rentals Holdings Inc (SUNB) (-16.7% shares), compared with its Q1 2026 filing.

How has Central Securities Corp's portfolio performed?

A portfolio copying Central Securities Corp's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.9% against +20.1%. Over 5 years: +12.4% a year against +11.6%.

When is Central Securities Corp's next 13F filing due?

13F filings are due 45 days after each quarter ends. Central Securities Corp's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.