CENTRAL SECURITIES CORP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CHEVRON CORP NEW(CVX) | 0 | 256,250 | +256,250 | 0 | 39,793,063 | 3.28% | +39,793,063 |
| ALPHABET INC(GOOG) | 445,000 | 430,000 | -15,000 | 78,422,350 | 104,533,000 | 8.61% | +26,110,650 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 0 | 80,000 | +80,000 | 0 | 22,343,200 | 1.84% | +22,343,200 |
| TWFG INC | 0 | 450,000 | +450,000 | 0 | 12,348,000 | 1.02% | +12,348,000 |
| MEDTRONIC PLC(MDT) | 175,000 | 250,000 | +75,000 | 15,254,750 | 23,810,000 | 1.96% | +8,555,250 |
| RAYONIER INC(RYN) | 1,201,474 | 1,201,474 | 0 | 26,648,694 | 31,887,120 | 2.63% | +5,238,426 |
| TELEDYNE TECHNOLOGIES INC(TDY) | 70,000 | 70,000 | 0 | 35,861,700 | 41,022,800 | 3.38% | +5,161,100 |
| MOTOROLA SOLUTIONS INC(MSI) | 140,000 | 140,000 | 0 | 58,864,400 | 64,020,600 | 5.27% | +5,156,200 |
| COHERENT CORP(COHR) | 200,000 | 200,000 | 0 | 17,842,000 | 21,544,000 | 1.77% | +3,702,000 |
| SCHWAB CHARLES CORP(SCHW) | 800,000 | 800,000 | 0 | 72,992,000 | 76,376,000 | 6.29% | +3,384,000 |
| NIKE INC(NKE) | 400,000 | 450,000 | +50,000 | 28,416,000 | 31,378,500 | 2.58% | +2,962,500 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 200,000 | 200,000 | 0 | 32,772,000 | 34,984,000 | 2.88% | +2,212,000 |
| BRADY CORP(BRC) | 200,000 | 200,000 | 0 | 13,594,000 | 15,606,000 | 1.28% | +2,012,000 |
| MICROSOFT CORP(MSFT) | 80,000 | 80,000 | 0 | 39,792,800 | 41,436,000 | 3.41% | +1,643,200 |
| JOHNSON & JOHNSON(JNJ) | 90,000 | 80,000 | -10,000 | 13,747,500 | 14,833,600 | 1.22% | +1,086,100 |
| MERCK & CO INC(MRK) | 150,000 | 150,000 | 0 | 11,874,000 | 12,589,500 | 1.04% | +715,500 |
| JPMORGAN CHASE & CO.(JPM) | 150,000 | 140,000 | -10,000 | 43,486,500 | 44,160,200 | 3.64% | +673,700 |
| ANALOG DEVICES INC(ADI) | 370,000 | 360,000 | -10,000 | 88,067,400 | 88,452,000 | 7.28% | +384,600 |
| AMAZON COM INC(AMZN) | 260,000 | 260,000 | 0 | 57,041,400 | 57,088,200 | 4.70% | +46,800 |
| AON PLC(AON) | 100,000 | 100,000 | 0 | 35,676,000 | 35,658,000 | 2.94% | -18,000 |
| CAPITAL ONE FINL CORP(COF) | 335,000 | 335,000 | 0 | 71,274,600 | 71,214,300 | 5.86% | -60,300 |
| VISA INC(V) | 75,000 | 75,000 | 0 | 26,628,750 | 25,603,500 | 2.11% | -1,025,250 |
| GALLAGHER ARTHUR J & CO(AJG) | 105,000 | 105,000 | 0 | 33,612,600 | 32,522,700 | 2.68% | -1,089,900 |
| AMERICAN EXPRESS CO(AXP) | 150,000 | 140,000 | -10,000 | 47,847,000 | 46,502,400 | 3.83% | -1,344,600 |
| WILLSCOT HLDGS CORP(WSC) | 225,000 | 225,000 | 0 | 6,165,000 | 4,749,750 | 0.39% | -1,415,250 |
| ROPER TECHNOLOGIES INC(ROP) | 50,000 | 50,000 | 0 | 28,342,000 | 24,934,500 | 2.05% | -3,407,500 |
| MERCADOLIBRE INC(MELI) | 13,000 | 13,000 | 0 | 33,977,190 | 30,380,220 | 2.50% | -3,596,970 |
| META PLATFORMS INC(META) | 100,000 | 90,000 | -10,000 | 73,809,000 | 66,094,200 | 5.44% | -7,714,800 |
| PROGRESSIVE CORP(PGR) | 400,000 | 400,000 | 0 | 106,744,000 | 98,780,000 | 8.13% | -7,964,000 |
| HESS CORP | 250,000 | 0 | -250,000 | 34,635,000 | 0 | — | -34,635,000 |