Who owns CETWhat CET owns
What Central Securities Corp. owns
The company's own 13F portfolio · as of 2026-03-31 · long US-listed stakes only — private holdings, bonds and cash are not disclosable on a 13F
$1.21B
disclosed stock portfolio
30
positions
9.5%
in GOOGL
Positions, as of 2026-03-31
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 | $115.0M | 9.5% |
| 2 | ADIANALOG DEVICES INC | 350,000 | $111.3M | 9.2% |
| 3 | PGRPROGRESSIVE CORP | 400,000 | $79.3M | 6.5% |
| 4 | SCHWSCHWAB CHARLES CORP | 700,000 | $65.8M | 5.4% |
| 5 | COFCAPITAL ONE FINL CORP | 350,000 | $63.9M | 5.3% |
| 6 | MSIMOTOROLA SOLUTIONS INC | 140,000 | $60.8M | 5% |
| 7 | KEYSKEYSIGHT TECHNOLOGIES INC | 200,000 | $56.5M | 4.7% |
| 8 | AMZNAMAZON COM INC | 260,000 | $54.2M | 4.5% |
| 9 | CVXCHEVRON CORPORATION | 256,250 | $53.0M | 4.4% |
| 10 | METAMETA PLATFORMS INC | 90,000 | $51.5M | 4.3% |
| 11 | TDYTELEDYNE TECHNOLOGIES INC | 70,000 | $42.4M | 3.5% |
| 12 | AXPAMERICAN EXPRESS CO | 140,000 | $42.3M | 3.5% |
| 13 | JPMJPMORGAN CHASE & CO | 140,000 | $41.2M | 3.4% |
| 14 | SUNBSUNBELT RENTALS HOLDINGS INC | 600,000 | $39.1M | 3.2% |
| 15 | MSFTMICROSOFT CORP | 80,000 | $29.6M | 2.4% |
| 16 | AJGGALLAGHER ARTHUR J & CO | 135,000 | $29.2M | 2.4% |
| 17 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 80,000 | $27.0M | 2.2% |
| 18 | MELIMERCADOLIBRE INC | 15,500 | $26.8M | 2.2% |
| 19 | NKENIKE INC | 500,000 | $26.4M | 2.2% |
| 20 | RYNRAYONIER INC | 1.3M | $26.0M | 2.1% |
| 21 | AON PLC | 80,000 | $25.8M | 2.1% |
| 22 | VVISA INC | 75,000 | $22.7M | 1.9% |
| 23 | MEDTRONIC PLC | 250,000 | $21.7M | 1.8% |
| 24 | MRKMERCK & CO INC | 150,000 | $18.0M | 1.5% |
| 25 | EFXEQUIFAX INC | 100,000 | $18.0M | 1.5% |
| 26 | ROPROPER TECHNOLOGIES INC | 50,000 | $17.7M | 1.5% |
| 27 | JNJJOHNSON & JOHNSON | 70,000 | $17.1M | 1.4% |
| 28 | BRCBRADY CORP | 200,000 | $16.2M | 1.3% |
| 29 | TWFGTWFG INC | 500,000 | $9.2M | 0.8% |
| 30 | WSCWILLSCOT HLDGS CORP | 225,000 | $3.9M | 0.3% |
Source: SEC Form 13F-HR filed by Central Securities Corp (CIK 18748), reporting period 2026-03-31. Values are quarter-end filed marks. Research, not investment advice.