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Central Securities Corp

SEC CIK
0000018748
Latest filing
Aug 10, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 8, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
27
−2 vs. Q2 2022
Portfolio value
$709.4M
−$40.7M (−5.4%) vs. Q2 2022
Filed
Nov 8, 2022
SEC
Holdings of Central Securities Corp in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
ADIAnalog Devices IncStock445,000$62.0M8.7%00.0%UnchangedHistory
MSIMotorola Solutions, Inc.Stock250,000$56.0M7.9%00.0%UnchangedHistory
PGRProgressive CorpStock435,000$50.6M7.1%00.0%UnchangedHistory
HESHess CorpStock460,000$50.1M7.1%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock500,000$47.8M6.7%00.0%UnchangedConverted for a 20-for-1 splitHistory
SCHWSchwab Charles CorpStock600,000$43.1M6.1%00.0%UnchangedHistory
AONAon plcCL A150,000$40.2M5.7%00.0%UnchangedHistory
AXPAmerican Express CoStock270,000$36.4M5.1%00.0%UnchangedHistory
KEYSKeysight Technologies, Inc.Stock200,000$31.5M4.4%00.0%UnchangedHistory
COFCapital One Financial CorpStock300,000$27.7M3.9%00.0%UnchangedHistory
AMZNAmazon Com IncStock220,000$24.9M3.5%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock230,000$24.0M3.4%00.0%UnchangedHistory
RYNRayonier IncCOM700,000$21.0M3.0%00.0%UnchangedHistory
MSFTMicrosoft CorpStock90,000$21.0M3.0%00.0%UnchangedHistory
ROPRoper Technologies IncStock54,000$19.4M2.7%00.0%UnchangedHistory
WOLFWolfspeed, Inc.Stock170,000$17.6M2.5%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock200,000$17.2M2.4%00.0%UnchangedHistory
AERAerCap Holdings N.V.SHS400,000$16.9M2.4%00.0%UnchangedHistory
KWKennedy-Wilson Holdings, Inc.COM1,000,000$15.5M2.2%00.0%UnchangedHistory
MDTMedtronic plcStock185,000$14.9M2.1%00.0%UnchangedHistory
JNJJohnson & JohnsonStock90,000$14.7M2.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock100,000$13.6M1.9%00.0%UnchangedHistory
COHRCoherent Corp.COM335,000$11.7M1.6%00.0%UnchangedHistory
INTCIntel CorpStock420,000$10.8M1.5%00.0%UnchangedHistory
BRCBrady CorpCL A240,000$10.0M1.4%00.0%UnchangedHistory
MELIMercadolibre IncCOM11,000$9.11M1.3%00.0%UnchangedHistory
SGUStar Group, L.P.UNIT LTD PARTNR211,186$1.72M0.2%−153,114−42.0%ReducedHistory

Sold out since Q2 2022 (2)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Central Securities Corp sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
HCCIHeritage-Crystal Clean, Inc.COM320,000$8.63M1.2%History
MKSIMKS IncCOM80,000$8.21M1.1%History