Who owns CETWhat CET owns
What Central Securities Corp. owns
The company's own 13F portfolio · as of 2026-06-30 · long US-listed stakes only — private holdings, bonds and cash are not disclosable on a 13F
$1.34B
disclosed stock portfolio
29
positions
10.7%
in GOOGL
Positions, as of 2026-06-30
ordered by filed value · % of book = share of the disclosed stock portfolio · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 400,000 | $142.9M | 10.7% |
| 2 | ADIANALOG DEVICES INC | 350,000 | $139.0M | 10.4% |
| 3 | PGRPROGRESSIVE CORP | 400,000 | $87.4M | 6.5% |
| 4 | COFCAPITAL ONE FINL CORP | 350,000 | $70.2M | 5.2% |
| 5 | KEYSKEYSIGHT TECHNOLOGIES INC | 200,000 | $70.0M | 5.2% |
| 6 | SCHWSCHWAB CHARLES CORP | 700,000 | $64.6M | 4.8% |
| 7 | AMZNAMAZON COM INC | 260,000 | $62.0M | 4.6% |
| 8 | AJGGALLAGHER ARTHUR J & CO | 255,000 | $58.5M | 4.4% |
| 9 | MSIMOTOROLA SOLUTIONS INC | 140,000 | $58.1M | 4.3% |
| 10 | METAMETA PLATFORMS INC | 90,000 | $50.7M | 3.8% |
| 11 | AXPAMERICAN EXPRESS CO | 140,000 | $47.4M | 3.5% |
| 12 | TDYTELEDYNE TECHNOLOGIES INC | 70,000 | $46.7M | 3.5% |
| 13 | JPMJPMORGAN CHASE & CO | 140,000 | $45.8M | 3.4% |
| 14 | CVXCHEVRON CORPORATION | 256,250 | $42.5M | 3.2% |
| 15 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 80,000 | $38.2M | 2.8% |
| 16 | SUNBSUNBELT RENTALS HOLDINGS INC | 500,000 | $37.4M | 2.8% |
| 17 | MELIMERCADOLIBRE INC | 18,000 | $30.6M | 2.3% |
| 18 | MSFTMICROSOFT CORP | 80,000 | $29.8M | 2.2% |
| 19 | RYNRAYONIER INC | 1.3M | $26.8M | 2% |
| 20 | VVISA INC | 75,000 | $25.7M | 1.9% |
| 21 | EFXEQUIFAX INC | 145,000 | $23.0M | 1.7% |
| 22 | NKENIKE INC | 500,000 | $20.5M | 1.5% |
| 23 | MDTMEDTRONIC PLC | 250,000 | $19.6M | 1.5% |
| 24 | MRKMERCK & CO INC | 150,000 | $19.3M | 1.4% |
| 25 | CLBTCELLEBRITE DI LTD | 1.3M | $19.0M | 1.4% |
| 26 | BRCBRADY CORP | 200,000 | $18.3M | 1.4% |
| 27 | JNJJOHNSON & JOHNSON | 70,000 | $17.8M | 1.3% |
| 28 | ROPROPER TECHNOLOGIES INC | 50,000 | $16.9M | 1.3% |
| 29 | TWFGTWFG INC | 500,000 | $12.0M | 0.9% |
Source: SEC Form 13F-HR filed by Central Securities Corp (CIK 18748), reporting period 2026-06-30. Values are quarter-end filed marks. Research, not investment advice.