Central Securities Corp
- SEC CIK
- 0000018748
- Latest filing
- Aug 10, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 6, 2021. Long positions only.
- Positions
- 31
- No 13F data for Q4 2020
- Portfolio value
- $876.5M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Coherent Inc192479103 | COM | 290,000 | $73.3M | 8.4% | – | – | – |
| ADIAnalog Devices Inc | Stock | 445,000 | $69.0M | 7.9% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 25,000 | $51.6M | 5.9% | – | – | History |
| MSIMotorola Solutions, Inc. | Stock | 250,000 | $47.0M | 5.4% | – | – | History |
| HESHess Corp | Stock | 600,000 | $42.5M | 4.8% | – | – | History |
| AXPAmerican Express Co | Stock | 300,000 | $42.4M | 4.8% | – | – | History |
| COFCapital One Financial Corp | Stock | 330,000 | $42.0M | 4.8% | – | – | History |
| PGRProgressive Corp | Stock | 435,000 | $41.6M | 4.7% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 600,000 | $39.1M | 4.5% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 230,000 | $35.0M | 4.0% | – | – | History |
| AONAon plc | CL A | 150,000 | $34.5M | 3.9% | – | – | History |
| AMZNAmazon Com Inc | Stock | 11,000 | $34.0M | 3.9% | – | – | History |
| RYNRayonier Inc | COM | 1,000,000 | $32.3M | 3.7% | – | – | History |
| KEYSKeysight Technologies, Inc. | Stock | 210,000 | $30.1M | 3.4% | – | – | History |
| INTCIntel Corp | Stock | 420,000 | $26.9M | 3.1% | – | – | History |
| MDTMedtronic plc | Stock | 195,000 | $23.0M | 2.6% | – | – | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 325,000 | $22.3M | 2.5% | – | – | History |
| ROPRoper Technologies Inc | Stock | 54,000 | $21.8M | 2.5% | – | – | History |
| MSFTMicrosoft Corp | Stock | 90,000 | $21.2M | 2.4% | – | – | History |
| KWKennedy-Wilson Holdings, Inc. | COM | 1,000,000 | $20.2M | 2.3% | – | – | History |
| HCCIHeritage-Crystal Clean, Inc. | COM | 700,000 | $19.0M | 2.2% | – | – | History |
| WOLFWolfspeed, Inc. | COM | 166,615 | $18.0M | 2.1% | – | – | History |
| BNYBank of New York Mellon Corp | Stock | 360,000 | $17.0M | 1.9% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 200,000 | $15.4M | 1.8% | – | – | History |
| JNJJohnson & Johnson | Stock | 90,000 | $14.8M | 1.7% | – | – | History |
| BRCBrady Corp | CL A | 240,000 | $12.8M | 1.5% | – | – | History |
| SGUStar Group, L.P. | UNIT LTD PARTNR | 730,000 | $7.73M | 0.9% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 34,000 | $7.71M | 0.9% | – | – | History |
| MELIMercadolibre Inc | COM | 4,000 | $5.89M | 0.7% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 15,000 | $4.42M | 0.5% | – | – | History |
| WYNNWynn Resorts Ltd | COM | 30,000 | $3.76M | 0.4% | – | – | History |