Central Securities Corp
- SEC CIK
- 0000018748
- Latest filing
- Aug 10, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 9, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 29
- −1 vs. Q1 2022
- Portfolio value
- $750.0M
- −$191.5M (−20.3%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SGUStar Group, L.P. | UNIT LTD PARTNR | 364,300 | $3.34M | 0.4% | −185,700−33.8% | Reduced | History |
| MELIMercadolibre Inc | COM | 11,000 | $7.01M | 0.9% | 00.0% | Unchanged | History |
| MKSIMKS Inc | COM | 80,000 | $8.21M | 1.1% | 00.0% | Unchanged | History |
| HCCIHeritage-Crystal Clean, Inc. | COM | 320,000 | $8.63M | 1.2% | −245,000−43.4% | Reduced | History |
| WOLFWolfspeed, Inc. | Stock | 170,000 | $10.8M | 1.4% | 00.0% | Unchanged | History |
| BRCBrady Corp | CL A | 240,000 | $11.3M | 1.5% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 420,000 | $15.7M | 2.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 90,000 | $16.0M | 2.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 100,000 | $16.1M | 2.1% | 00.0% | Unchanged | History |
| AERAerCap Holdings N.V. | SHS | 400,000 | $16.4M | 2.2% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 185,000 | $16.6M | 2.2% | 00.0% | Unchanged | History |
| COHRCoherent Corp. | COM | 335,000 | $17.1M | 2.3% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 200,000 | $18.2M | 2.4% | 00.0% | Unchanged | History |
| KWKennedy-Wilson Holdings, Inc. | COM | 1,000,000 | $18.9M | 2.5% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 54,000 | $21.3M | 2.8% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 90,000 | $23.1M | 3.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 220,000 | $23.4M | 3.1% | 00.0% | UnchangedConverted for a 20-for-1 split | History |
| JPMJPMorgan Chase & Co | Stock | 230,000 | $25.9M | 3.5% | 00.0% | Unchanged | History |
| RYNRayonier Inc | COM | 700,000 | $26.2M | 3.5% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 200,000 | $27.6M | 3.7% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 300,000 | $31.3M | 4.2% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 270,000 | $37.4M | 5.0% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 600,000 | $37.9M | 5.1% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 150,000 | $40.5M | 5.4% | 00.0% | Unchanged | History |
| HESHess Corp | Stock | 460,000 | $48.7M | 6.5% | −40,000−8.0% | Reduced | History |
| PGRProgressive Corp | Stock | 435,000 | $50.6M | 6.7% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 250,000 | $52.4M | 7.0% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 25,000 | $54.5M | 7.3% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 445,000 | $65.0M | 8.7% | 00.0% | Unchanged | History |
Sold out since Q1 2022 (1)
Positions held at the end of Q1 2022 that are gone from this filing.