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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.

Institution overview
Positions
33
+2 vs. Q1 2021
Portfolio value
$970.9M
+$94.4M (+10.8%) vs. Q1 2021
Filed
Aug 10, 2021
SEC
Holdings of Central Securities Corp in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
OGNOrganon & Co.Stock20,000$605.0K0.1%+20,000NewHistory
WYNNWynn Resorts LtdCOM30,000$3.67M0.4%00.0%UnchangedHistory
MELIMercadolibre IncCOM4,000$6.23M0.6%00.0%UnchangedHistory
SGUStar Group, L.P.UNIT LTD PARTNR670,000$7.50M0.8%−60,000−8.2%ReducedHistory
BABAAlibaba Group Holding LtdADR50,000$11.3M1.2%+16,000+47.1%AddedHistory
BRCBrady CorpCL A240,000$13.4M1.4%00.0%UnchangedHistory
JNJJohnson & JohnsonStock90,000$14.8M1.5%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock200,000$15.6M1.6%00.0%UnchangedHistory
WOLFWolfspeed, Inc.COM166,615$16.3M1.7%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock360,000$18.4M1.9%00.0%UnchangedHistory
COHRCoherent Corp.COM260,000$18.9M1.9%+260,000NewHistory
KWKennedy-Wilson Holdings, Inc.COM1,000,000$19.9M2.0%00.0%UnchangedHistory
HCCIHeritage-Crystal Clean, Inc.COM675,000$20.0M2.1%−25,000−3.6%ReducedHistory
INTCIntel CorpStock420,000$23.6M2.4%00.0%UnchangedHistory
MDTMedtronic plcStock195,000$24.2M2.5%00.0%UnchangedHistory
MSFTMicrosoft CorpStock90,000$24.4M2.5%00.0%UnchangedHistory
CCOICogent Communications Holdings, Inc.COM NEW325,000$25.0M2.6%00.0%UnchangedHistory
ROPRoper Technologies IncStock54,000$25.4M2.6%00.0%UnchangedHistory
KEYSKeysight Technologies, Inc.Stock210,000$32.4M3.3%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock100,000$34.8M3.6%+85,000+566.7%AddedHistory
JPMJPMorgan Chase & CoStock230,000$35.8M3.7%00.0%UnchangedHistory
AONAon plcCL A150,000$35.8M3.7%00.0%UnchangedHistory
RYNRayonier IncCOM1,000,000$35.9M3.7%00.0%UnchangedHistory
AMZNAmazon Com IncStock11,000$37.8M3.9%00.0%UnchangedHistory
PGRProgressive CorpStock435,000$42.7M4.4%00.0%UnchangedHistory
Coherent Inc192479103COM165,000$43.6M4.5%−125,000−43.1%Reduced–
SCHWSchwab Charles CorpStock600,000$43.7M4.5%00.0%UnchangedHistory
AXPAmerican Express CoStock270,000$44.6M4.6%−30,000−10.0%ReducedHistory
COFCapital One Financial CorpStock330,000$51.0M5.3%00.0%UnchangedHistory
HESHess CorpStock590,000$51.5M5.3%−10,000−1.7%ReducedHistory
MSIMotorola Solutions, Inc.Stock250,000$54.2M5.6%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock25,000$61.0M6.3%00.0%UnchangedHistory
ADIAnalog Devices IncStock445,000$76.6M7.9%00.0%UnchangedHistory