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Central Securities Corp

SEC CIK
0000018748
Latest filing
Aug 10, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 10, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
32
+1 vs. Q3 2021
Portfolio value
$1.01B
+$62.9M (+6.7%) vs. Q3 2021
Filed
Feb 10, 2022
SEC
Holdings of Central Securities Corp in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
ADIAnalog Devices IncStock445,000$78.2M7.8%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock25,000$72.4M7.2%00.0%UnchangedHistory
MSIMotorola Solutions, Inc.Stock250,000$67.9M6.7%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock600,000$50.5M5.0%00.0%UnchangedHistory
AONAon plcCL A150,000$45.1M4.5%00.0%UnchangedHistory
PGRProgressive CorpStock435,000$44.7M4.4%00.0%UnchangedHistory
AXPAmerican Express CoStock270,000$44.2M4.4%00.0%UnchangedHistory
COFCapital One Financial CorpStock300,000$43.5M4.3%00.0%UnchangedHistory
KEYSKeysight Technologies, Inc.Stock200,000$41.3M4.1%00.0%UnchangedHistory
HESHess CorpStock515,000$38.1M3.8%−30,000−5.5%ReducedHistory
AMZNAmazon Com IncStock11,000$36.7M3.6%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock230,000$36.4M3.6%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock100,000$33.6M3.3%00.0%UnchangedHistory
Coherent Inc192479103COM120,000$32.0M3.2%−40,000−25.0%Reduced–
MSFTMicrosoft CorpStock90,000$30.3M3.0%00.0%UnchangedHistory
RYNRayonier IncCOM700,000$28.3M2.8%−100,000−12.5%ReducedHistory
ROPRoper Technologies IncStock54,000$26.6M2.6%00.0%UnchangedHistory
AERAerCap Holdings N.V.SHS400,000$26.2M2.6%+400,000NewHistory
KWKennedy-Wilson Holdings, Inc.COM1,000,000$23.9M2.4%00.0%UnchangedHistory
CCOICogent Communications Holdings, Inc.COM NEW325,000$23.8M2.4%00.0%UnchangedHistory
COHRCoherent Corp.COM335,000$22.9M2.3%+15,000+4.7%AddedHistory
INTCIntel CorpStock420,000$21.6M2.1%00.0%UnchangedHistory
HCCIHeritage-Crystal Clean, Inc.COM600,000$19.2M1.9%00.0%UnchangedHistory
MDTMedtronic plcStock185,000$19.1M1.9%00.0%UnchangedHistory
WOLFWolfspeed, Inc.Stock170,000$19.0M1.9%00.0%UnchangedHistory
JNJJohnson & JohnsonStock90,000$15.4M1.5%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock200,000$15.3M1.5%00.0%UnchangedHistory
MKSIMKS IncCOM80,000$13.9M1.4%00.0%UnchangedHistory
BRCBrady CorpCL A240,000$12.9M1.3%00.0%UnchangedHistory
MELIMercadolibre IncCOM8,500$11.5M1.1%+4,500+112.5%AddedHistory
SGUStar Group, L.P.UNIT LTD PARTNR600,000$6.46M0.6%−60,000−9.1%ReducedHistory
BNYBank of New York Mellon CorpStock100,000$5.81M0.6%−220,000−68.8%ReducedHistory