StockDriftsStockDriftsTop 28 Central Securities CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 10.66% | 400.0K | $142.9M | +0.00%(+0) | $49.13(+601.61%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC | 10.37% | 350.0K | $139.0M | +0.00%(+0) | $37.15(+957.88%) | 2026-06-30 | |
| PGR | PROGRESSIVE CORP | 6.52% | 400.0K | $87.4M | +0.00%(+0) | $60.58(+244.07%) | 2026-06-30 | |
| COF | CAPITAL ONE FINL CORP | 5.24% | 350.0K | $70.2M | +0.00%(+0) | $72.07(+207.26%) | 2026-06-30 | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 5.22% | 200.0K | $70.0M | +0.00%(+0) | $33.77(+959.55%) | 2026-06-30 | |
| SCHW | SCHWAB CHARLES CORP | 4.82% | 700.0K | $64.6M | +0.00%(+0) | $41.74(+166.46%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.62% | 260.0K | $62.0M | +0.00%(+0) | $43.80(+499.34%) | 2026-06-30 | |
| AJG | GALLAGHER ARTHUR J & CO | 4.37% | 255.0K | $58.5M | +88.89%(+120.00K) | $237.66(+4.34%) | 2026-06-30 | |
| MSI | MOTOROLA SOLUTIONS INC | 4.34% | 140.0K | $58.1M | +0.00%(+0) | $55.73(+729.50%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.78% | 90.0K | $50.7M | +0.00%(+0) | $312.75(+85.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.02% | +72.87% | +11.59% | +73.03% |
| Top 20 Holdings Unweighted | +18.88% | +68.02% | +10.82% | +67.16% |
Central Securities CORP reports $1.34B in US-listed equity holdings across 29 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (10.7%), ADI (10.4%) and PGR (6.5%). The top 20 holdings account for 86.54% of reported assets. Its disclosed equity book has returned +72.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Central Securities CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 18748). View Central Securities CORP’s 13F filings on SEC