Central Securities Corp holds a focused book of 29 stocks worth $1.3B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Cellebrite Di Ltd and trimmed Sunbelt Rentals Holdings Inc. Their largest long position is Alphabet Inc-CL A at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+1 sector below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Central Securities Corp
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 5 / 29 | $426.8M |
| Courant Investment Management LLC | 3 / 29 | $65.5M |
| Marcho Partners LLP | 2 / 29 | $108.7M |
| Voyager Global Management LP | 5 / 29 | $2.2B |
| Joho Capital LLC | 3 / 29 | $280.5M |
| Skye Global Management LP | 5 / 29 | $3.1B |
| TenCore Partners, LP | 6 / 29 | $77.8M |
| Altarock Partners LP | 4 / 29 | $2.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Central Securities Corp: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc Class A | $142.9M | 400.0K | 10.7% | —Held | |
| 2 | Analog Devices Inc Common | $139.0M | 350.0K | 10.4% | —Held | |
| 3 | Progressive Corp Common | $87.4M | 400.0K | 6.5% | —Held | |
| 4 | Capital One Finl Corp Common | $70.2M | 350.0K | 5.2% | —Held | |
| 5 | Keysight Technologies Inc Common | $70.0M | 200.0K | 5.2% | —Held | |
| 6 | Schwab Charles Corp Common | $64.6M | 700.0K | 4.8% | —Held | |
| 7 | Amazon Com Inc Common | $62.0M | 260.0K | 4.6% | —Held | |
| 8 | Gallagher Arthur J & Co Common | $58.5M | 255.0K | 4.4% | ▲+89% Added · +120K sh | |
| 9 | Motorola Solutions Inc Common | $58.1M | 140.0K | 4.3% | —Held | |
| 10 | Meta Platforms Inc Class A | $50.7M | 90.0K | 3.8% | —Held | |
| 11 | American Express Co Common | $47.4M | 140.0K | 3.5% | —Held | |
| 12 | Teledyne Technologies Inc Common | $46.7M | 70.0K | 3.5% | —Held | |
| 13 | JPMorgan Chase & Co Common | $45.8M | 140.0K | 3.4% | —Held | |
| 14 | Chevron Corporation Common | $42.5M | 256.3K | 3.2% | —Held | |
| 15 | Taiwan Semiconductor Manufac ADR | $38.2M | 80.0K | 2.8% | —Held | |
| 16 | Sunbelt Rentals Holdings Inc Common | $37.4M | 500.0K | 2.8% | ▼−17% Reduced · −100K sh | |
| 17 | Mercadolibre Inc Common | $30.6M | 18.0K | 2.3% | ▲+16% Added · +3K sh | |
| 18 | Microsoft Corp Common | $29.8M | 80.0K | 2.2% | —Held | |
| 19 | Rayonier Inc Common | $26.8M | 1.26M | 2.0% | —Held | |
| 20 | Visa Inc Common Class A | $25.7M | 75.0K | 1.9% | —Held | |
| 21 | Equifax Inc Common | $23.0M | 145.0K | 1.7% | ▲+45% Added · +45K sh | |
| 22 | Nike Inc Common | $20.5M | 500.0K | 1.5% | —Held | |
| 23 | Medtronic PLC Common | $19.6M | 250.0K | 1.5% | —Held | |
| 24 | Merck & Co Inc Common | $19.3M | 150.0K | 1.4% | —Held | |
| 25 | Cellebrite Di Ltd Ordinary Shares | $19.0M | 1.30M | 1.4% | ▲New New position | |
| 26 | Brady Corp Class A | $18.3M | 200.0K | 1.4% | —Held | |
| 27 | Johnson & Johnson Common | $17.8M | 70.0K | 1.3% | —Held | |
| 28 | Roper Technologies Inc Common | $16.9M | 50.0K | 1.3% | —Held | |
| 29 | TWFG Inc Class A | $12.0M | 500.0K | 0.9% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/18748/holdings"
Use Arkolith to show CENTRAL SECURITIES CORP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 41d | 29 | $1.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 38d | 30 | $1.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 41d | 29 | $1.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 29 | $1.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 38d | 27 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 37d | 27 | $1.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 28 | $1.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 39d | 27 | $1.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.