Central Securities Corp
- SEC CIK
- 0000018748
- Latest filing
- Aug 10, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 10, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 33
- +2 vs. Q1 2021
- Portfolio value
- $970.9M
- +$94.4M (+10.8%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ADIAnalog Devices Inc | Stock | 445,000 | $76.6M | 7.9% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 25,000 | $61.0M | 6.3% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 250,000 | $54.2M | 5.6% | 00.0% | Unchanged | History |
| HESHess Corp | Stock | 590,000 | $51.5M | 5.3% | −10,000−1.7% | Reduced | History |
| COFCapital One Financial Corp | Stock | 330,000 | $51.0M | 5.3% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 270,000 | $44.6M | 4.6% | −30,000−10.0% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 600,000 | $43.7M | 4.5% | 00.0% | Unchanged | History |
| Coherent Inc192479103 | COM | 165,000 | $43.6M | 4.5% | −125,000−43.1% | Reduced | – |
| PGRProgressive Corp | Stock | 435,000 | $42.7M | 4.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 11,000 | $37.8M | 3.9% | 00.0% | Unchanged | History |
| RYNRayonier Inc | COM | 1,000,000 | $35.9M | 3.7% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 150,000 | $35.8M | 3.7% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 230,000 | $35.8M | 3.7% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 100,000 | $34.8M | 3.6% | +85,000+566.7% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 210,000 | $32.4M | 3.3% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 54,000 | $25.4M | 2.6% | 00.0% | Unchanged | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 325,000 | $25.0M | 2.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 90,000 | $24.4M | 2.5% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 195,000 | $24.2M | 2.5% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 420,000 | $23.6M | 2.4% | 00.0% | Unchanged | History |
| HCCIHeritage-Crystal Clean, Inc. | COM | 675,000 | $20.0M | 2.1% | −25,000−3.6% | Reduced | History |
| KWKennedy-Wilson Holdings, Inc. | COM | 1,000,000 | $19.9M | 2.0% | 00.0% | Unchanged | History |
| COHRCoherent Corp. | COM | 260,000 | $18.9M | 1.9% | +260,000 | New | History |
| BNYBank of New York Mellon Corp | Stock | 360,000 | $18.4M | 1.9% | 00.0% | Unchanged | History |
| WOLFWolfspeed, Inc. | COM | 166,615 | $16.3M | 1.7% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 200,000 | $15.6M | 1.6% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 90,000 | $14.8M | 1.5% | 00.0% | Unchanged | History |
| BRCBrady Corp | CL A | 240,000 | $13.4M | 1.4% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 50,000 | $11.3M | 1.2% | +16,000+47.1% | Added | History |
| SGUStar Group, L.P. | UNIT LTD PARTNR | 670,000 | $7.50M | 0.8% | −60,000−8.2% | Reduced | History |
| MELIMercadolibre Inc | COM | 4,000 | $6.23M | 0.6% | 00.0% | Unchanged | History |
| WYNNWynn Resorts Ltd | COM | 30,000 | $3.67M | 0.4% | 00.0% | Unchanged | History |
| OGNOrganon & Co. | Stock | 20,000 | $605.0K | 0.1% | +20,000 | New | History |