Central Securities Corp
- SEC CIK
- 0000018748
- Latest filing
- Aug 10, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 10, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 26
- −1 vs. Q3 2022
- Portfolio value
- $773.8M
- +$64.5M (+9.1%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ADIAnalog Devices Inc | Stock | 445,000 | $73.0M | 9.4% | 00.0% | Unchanged | History |
| HESHess Corp | Stock | 450,000 | $63.8M | 8.2% | −10,000−2.2% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 240,000 | $61.9M | 8.0% | −10,000−4.0% | Reduced | History |
| PGRProgressive Corp | Stock | 435,000 | $56.4M | 7.3% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 600,000 | $50.0M | 6.5% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 150,000 | $45.0M | 5.8% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 500,000 | $44.1M | 5.7% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 270,000 | $39.9M | 5.2% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 200,000 | $34.2M | 4.4% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 230,000 | $30.8M | 4.0% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 300,000 | $27.9M | 3.6% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 54,000 | $23.3M | 3.0% | 00.0% | Unchanged | History |
| AERAerCap Holdings N.V. | SHS | 400,000 | $23.3M | 3.0% | 00.0% | Unchanged | History |
| RYNRayonier Inc | COM | 700,000 | $23.1M | 3.0% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 200,000 | $22.2M | 2.9% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 90,000 | $21.6M | 2.8% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 220,000 | $18.5M | 2.4% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 90,000 | $15.9M | 2.1% | 00.0% | Unchanged | History |
| KWKennedy-Wilson Holdings, Inc. | COM | 1,000,000 | $15.7M | 2.0% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 185,000 | $14.4M | 1.9% | 00.0% | Unchanged | History |
| COHRCoherent Corp. | COM | 380,000 | $13.3M | 1.7% | +45,000+13.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 100,000 | $12.0M | 1.6% | 00.0% | Unchanged | History |
| WOLFWolfspeed, Inc. | Stock | 170,000 | $11.7M | 1.5% | 00.0% | Unchanged | History |
| BRCBrady Corp | CL A | 240,000 | $11.3M | 1.5% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 420,000 | $11.1M | 1.4% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 11,000 | $9.31M | 1.2% | 00.0% | Unchanged | History |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.