Skip to main content

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