Central Securities Corp
- SEC CIK
- 0000018748
- Latest filing
- Aug 10, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 9, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 31
- −2 vs. Q2 2021
- Portfolio value
- $943.8M
- −$27.1M (−2.8%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ADIAnalog Devices Inc | Stock | 445,000 | $74.5M | 7.9% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 25,000 | $66.8M | 7.1% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 250,000 | $58.1M | 6.2% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 300,000 | $48.6M | 5.1% | −30,000−9.1% | Reduced | History |
| AXPAmerican Express Co | Stock | 270,000 | $45.2M | 4.8% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 600,000 | $43.7M | 4.6% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 150,000 | $42.9M | 4.5% | 00.0% | Unchanged | History |
| HESHess Corp | Stock | 545,000 | $42.6M | 4.5% | −45,000−7.6% | Reduced | History |
| Coherent Inc192479103 | COM | 160,000 | $40.0M | 4.2% | −5,000−3.0% | Reduced | – |
| PGRProgressive Corp | Stock | 435,000 | $39.3M | 4.2% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 230,000 | $37.6M | 4.0% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 11,000 | $36.1M | 3.8% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 100,000 | $33.9M | 3.6% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 200,000 | $32.9M | 3.5% | −10,000−4.8% | Reduced | History |
| RYNRayonier Inc | COM | 800,000 | $28.5M | 3.0% | −200,000−20.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 90,000 | $25.4M | 2.7% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 54,000 | $24.1M | 2.6% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 185,000 | $23.2M | 2.5% | −10,000−5.1% | Reduced | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 325,000 | $23.0M | 2.4% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 420,000 | $22.4M | 2.4% | 00.0% | Unchanged | History |
| KWKennedy-Wilson Holdings, Inc. | COM | 1,000,000 | $20.9M | 2.2% | 00.0% | Unchanged | History |
| COHRCoherent Corp. | COM | 320,000 | $19.0M | 2.0% | +60,000+23.1% | Added | History |
| HCCIHeritage-Crystal Clean, Inc. | COM | 600,000 | $17.4M | 1.8% | −75,000−11.1% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 320,000 | $16.6M | 1.8% | −40,000−11.1% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 200,000 | $15.0M | 1.6% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 90,000 | $14.5M | 1.5% | 00.0% | Unchanged | History |
| WOLFWolfspeed, Inc. | COM | 170,000 | $13.7M | 1.5% | +3,385+2.0% | Added | History |
| BRCBrady Corp | CL A | 240,000 | $12.2M | 1.3% | 00.0% | Unchanged | History |
| MKSIMKS Inc | COM | 80,000 | $12.1M | 1.3% | +80,000 | New | History |
| SGUStar Group, L.P. | UNIT LTD PARTNR | 660,000 | $6.72M | 0.7% | −10,000−1.5% | Reduced | History |
| MELIMercadolibre Inc | COM | 4,000 | $6.72M | 0.7% | 00.0% | Unchanged | History |
Sold out since Q2 2021 (3)
Positions held at the end of Q2 2021 that are gone from this filing.