Quarter snapshot

Central Securities

Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.

Ticker	Change	% of portfolio	Shares	Value
GOOG history	NEW	10.57%	420,000	$131,460,000
ADI history	NEW	7.85%	360,000	$97,632,000
PGR history	NEW	7.32%	400,000	$91,088,000
COF history	NEW	6.53%	335,000	$81,190,600
SCHW history	NEW	6.43%	800,000	$79,928,000
AMZN history	NEW	4.83%	260,000	$60,013,200
META history	NEW	4.78%	90,000	$59,408,100
MSI history	NEW	4.31%	140,000	$53,664,800
AXP history	NEW	4.16%	140,000	$51,793,000
JPM history	NEW	3.63%	140,000	$45,110,800
KEYS history	NEW	3.27%	200,000	$40,638,000
CVX history	NEW	3.14%	256,250	$39,055,063
MSFT history	NEW	3.11%	80,000	$38,689,600
TDY history	NEW	2.87%	70,000	$35,751,100
AON history	NEW	2.84%	100,000	$35,288,000
NKE history	NEW	2.56%	500,000	$31,855,000
COHR history	NEW	2.23%	150,000	$27,685,500
RYN history	NEW	2.19%	1,260,130	$27,281,814
AJG history	NEW	2.18%	105,000	$27,172,950
V history	NEW	2.11%	75,000	$26,303,250
MELI history	NEW	2.11%	13,000	$26,185,380
TSM history	NEW	1.95%	80,000	$24,311,200
MDT history	NEW	1.93%	250,000	$24,015,000
ROP history	NEW	1.79%	50,000	$22,256,500
JNJ history	NEW	1.33%	80,000	$16,556,000
MRK history	NEW	1.27%	150,000	$15,789,000
BRC history	NEW	1.26%	200,000	$15,674,000
TWFG history	NEW	1.1%	475,000	$13,665,750
WSC history	NEW	0.34%	225,000	$4,236,750