CENTRAL SECURITIES CORP
| ALPHABET INCCLASS A · 02079K305 · SH | 400,000 | $142,948,000 | 10.66% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| Amazon.com, Inc.COMMON · 023135106 · SH | 260,000 | $61,968,400 | 4.62% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| American Express Co.COMMON · 025816109 · SH | 140,000 | $47,355,000 | 3.53% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| ANALOG DEVICES INCCOMMON · 032654105 · SH | 350,000 | $139,009,500 | 10.37% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| AON PLCCLASS A · G0403H108 · SH | Absent this quarter | — | — | ExitedChange: -80,000 shares (-100.00%) | See history for the prior filing |
| BRADY CORPCLASS A · 104674106 · SH | 200,000 | $18,314,000 | 1.37% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| Capital One Financial Corp.COMMON · 14040H105 · SH | 350,000 | $70,217,000 | 5.24% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| CELLEBRITE DI LTDORDINARY SHARES · M2197Q107 · SH | 1,300,000 | $18,980,000 | 1.42% | Newly disclosedChange: 1,300,000 shares (—) | Aug. 10, 2026 |
| Charles Schwab Corp.COMMON · 808513105 · SH | 700,000 | $64,589,000 | 4.82% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| CHEVRON CORPORATIONCOMMON · 166764100 · SH | 256,250 | $42,476,000 | 3.17% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| EQUIFAX INCCOMMON · 294429105 · SH | 145,000 | $23,014,400 | 1.72% | IncreasedChange: 45,000 shares (45.00%) | Aug. 10, 2026 |
| GALLAGHER ARTHUR J & COCOMMON · 363576109 · SH | 255,000 | $58,540,350 | 4.37% | IncreasedChange: 120,000 shares (88.89%) | Aug. 10, 2026 |
| JOHNSON & JOHNSONCOMMON · 478160104 · SH | 70,000 | $17,777,900 | 1.33% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| JPMorgan Chase & Co.COMMON · 46625H100 · SH | 140,000 | $45,826,200 | 3.42% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| KEYSIGHT TECHNOLOGIES INCCOMMON · 49338L103 · SH | 200,000 | $70,014,000 | 5.22% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| MEDTRONIC PLCCOMMON · G5960L103 · SH | 250,000 | $19,557,500 | 1.46% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| MERCADOLIBRE INCCOMMON · 58733R102 · SH | 18,000 | $30,553,020 | 2.28% | IncreasedChange: 2,500 shares (16.13%) | Aug. 10, 2026 |
| MERCK & CO INCCOMMON · 58933Y105 · SH | 150,000 | $19,275,000 | 1.44% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| META PLATFORMS INCCLASS A · 30303M102 · SH | 90,000 | $50,696,100 | 3.78% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| Microsoft Corp.COMMON · 594918104 · SH | 80,000 | $29,841,600 | 2.23% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| MOTOROLA SOLUTIONS INCCOMMON · 620076307 · SH | 140,000 | $58,140,600 | 4.34% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| NIKE INCCOMMON · 654106103 · SH | 500,000 | $20,525,000 | 1.53% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| PROGRESSIVE CORPCOMMON · 743315103 · SH | 400,000 | $87,380,000 | 6.52% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| RAYONIER INCCOMMON · 754907103 · SH | 1,260,130 | $26,815,567 | 2.00% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| ROPER TECHNOLOGIES INCCOMMON · 776696106 · SH | 50,000 | $16,919,500 | 1.26% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| SUNBELT RENTALS HOLDINGS INCCOMMON · 866966104 · SH | 500,000 | $37,405,000 | 2.79% | ReducedChange: -100,000 shares (-16.67%) | Aug. 10, 2026 |
| Taiwan Semiconductor ManufactuADR · 874039100 · SH | 80,000 | $38,205,600 | 2.85% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| TELEDYNE TECHNOLOGIES INCCOMMON · 879360105 · SH | 70,000 | $46,683,000 | 3.48% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| TWFG INCCLASS A · 87318A101 · SH | 500,000 | $12,025,000 | 0.90% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| VISA INCCOMMON CLASS A · 92826C839 · SH | 75,000 | $25,731,750 | 1.92% | UnchangedChange: 0 shares (0.00%) | Aug. 10, 2026 |
| WILLSCOT HLDGS CORPCOMMON · 971378104 · SH | Absent this quarter | — | — | ExitedChange: -225,000 shares (-100.00%) | See history for the prior filing |
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Schedule 13G disclosures
No verified related disclosures are included in this freeze.
About reported holdings
13F reports quarter-end securities, excluding cash and shorts. Position changes do not establish trades, motives or returns; portfolio weights use disclosed 13F value.