Central Securities Corp
- SEC CIK
- 0000018748
- Latest filing
- Aug 10, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 6, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 30
- −2 vs. Q4 2021
- Portfolio value
- $941.5M
- −$65.2M (−6.5%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ADIAnalog Devices Inc | Stock | 445,000 | $73.5M | 7.8% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 25,000 | $69.5M | 7.4% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 250,000 | $60.5M | 6.4% | 00.0% | Unchanged | History |
| HESHess Corp | Stock | 500,000 | $53.5M | 5.7% | −15,000−2.9% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 600,000 | $50.6M | 5.4% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 270,000 | $50.5M | 5.4% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 435,000 | $49.6M | 5.3% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 150,000 | $48.8M | 5.2% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 300,000 | $39.4M | 4.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 11,000 | $35.9M | 3.8% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 200,000 | $31.6M | 3.4% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 230,000 | $31.4M | 3.3% | 00.0% | Unchanged | History |
| RYNRayonier Inc | COM | 700,000 | $28.8M | 3.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 90,000 | $27.7M | 2.9% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 54,000 | $25.5M | 2.7% | 00.0% | Unchanged | History |
| KWKennedy-Wilson Holdings, Inc. | COM | 1,000,000 | $24.4M | 2.6% | 00.0% | Unchanged | History |
| COHRCoherent Corp. | COM | 335,000 | $24.3M | 2.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 100,000 | $22.2M | 2.4% | 00.0% | Unchanged | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 325,000 | $21.6M | 2.3% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 420,000 | $20.8M | 2.2% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 185,000 | $20.5M | 2.2% | 00.0% | Unchanged | History |
| AERAerCap Holdings N.V. | SHS | 400,000 | $20.1M | 2.1% | 00.0% | Unchanged | History |
| WOLFWolfspeed, Inc. | Stock | 170,000 | $19.4M | 2.1% | 00.0% | Unchanged | History |
| HCCIHeritage-Crystal Clean, Inc. | COM | 565,000 | $16.7M | 1.8% | −35,000−5.8% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 200,000 | $16.4M | 1.7% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 90,000 | $16.0M | 1.7% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 11,000 | $13.1M | 1.4% | +2,500+29.4% | Added | History |
| MKSIMKS Inc | COM | 80,000 | $12.0M | 1.3% | 00.0% | Unchanged | History |
| BRCBrady Corp | CL A | 240,000 | $11.1M | 1.2% | 00.0% | Unchanged | History |
| SGUStar Group, L.P. | UNIT LTD PARTNR | 550,000 | $6.11M | 0.6% | −50,000−8.3% | Reduced | History |
Sold out since Q4 2021 (2)
Positions held at the end of Q4 2021 that are gone from this filing.