13F holdings · Q2 2026

Central Securities

New York, NY · files as Central Securities Corp

Holdings as of Jun 30, 2026Filed Aug 10, 2026Next filing due Nov 16, 2026CIK 18748

Central Securities reported 29 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are GOOGL (10.7%), ADI (10.4%) and PGR (6.5%). Compared with Q1 2026, the fund opened new positions in CLBT, added to AJG, MELI and EFX, trimmed SUNB and sold out of AON and WSC.

Reported value$1.3B+10.7% vs last quarter

Stocks held291 new · 2 sold out

Top 5 weight38.0%fairly concentrated

Turnover7%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	GOOGL Alphabet Inc	$143M	10.7%	400K	No change		8 of 8
2	ADI Analog Devices Inc	$139M	10.4%	350K	No change		8 of 8
3	PGR Progressive Corp	$87.4M	6.5%	400K	No change		8 of 8
4	COF Capital One Finl Corp	$70.2M	5.2%	350K	No change		8 of 8
5	KEYS Keysight Technologies	$70M	5.2%	200K	No change		8 of 8
6	SCHW Schwab Charles Corp	$64.6M	4.8%	700K	No change		8 of 8
7	AMZN Amazon Com Inc	$62M	4.6%	260K	No change		8 of 8
8	AJG Gallagher Arthur J & Co	$58.5M	4.4%	255K	+120K (+89%)		8 of 8
9	MSI Motorola Solutions Inc	$58.1M	4.3%	140K	No change		8 of 8
10	META Meta Platforms Inc	$50.7M	3.8%	90K	No change		8 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 19 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026

Stock	Value last quarter	Shares sold
AON Aon PLC	$25.8M	80K
WSC Willscot Hldgs Corp	$3.9M	225K

Reported value

last 8 quarters

$1BQ3 '24

$1BQ4 '24

$1.1BQ1 '25

$1.1BQ2 '25

$1.2BQ3 '25

$1.2BQ4 '25

$1.2BQ1 '26

$1.3BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC

Filed	Form	Quarter
Aug 10, 2026	13F-HR	Q2 2026	SEC filing ↗

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Central Securities 13F FAQ

What does Central Securities own?

Central Securities reported 29 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are GOOGL (10.7%), ADI (10.4%) and PGR (6.5%). The table above lists every position in the filing (the top 10 without an account).

What did Central Securities buy and sell in Q2 2026?

Compared with Q1 2026: 1 new positions, 3 added to, 1 trimmed and 2 sold out. New positions include CLBT. It sold all of AON and WSC.

When will Central Securities file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Central Securities's portfolio worth?

The Q2 2026 filing reports $1.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.