Central Securities Corp
- SEC CIK
- 0000018748
- Latest filing
- Aug 10, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 9, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 26
- 0 vs. Q4 2022
- Portfolio value
- $801.6M
- +$27.7M (+3.6%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WOLFWolfspeed, Inc. | Stock | 170,000 | $11.0M | 1.4% | 00.0% | Unchanged | History |
| BRCBrady Corp | CL A | 215,000 | $11.6M | 1.4% | −25,000−10.4% | Reduced | History |
| INTCIntel Corp | Stock | 400,000 | $13.1M | 1.6% | −20,000−4.8% | Reduced | History |
| JNJJohnson & Johnson | Stock | 90,000 | $13.9M | 1.7% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 11,000 | $14.5M | 1.8% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 185,000 | $14.9M | 1.9% | 00.0% | Unchanged | History |
| COHRCoherent Corp. | COM | 400,000 | $15.2M | 1.9% | +20,000+5.3% | Added | History |
| KWKennedy-Wilson Holdings, Inc. | COM | 1,000,000 | $16.6M | 2.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 100,000 | $21.2M | 2.6% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 200,000 | $21.3M | 2.7% | 00.0% | Unchanged | History |
| AERAerCap Holdings N.V. | SHS | 400,000 | $22.5M | 2.8% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 220,000 | $22.7M | 2.8% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 80,000 | $23.1M | 2.9% | −10,000−11.1% | Reduced | History |
| RYNRayonier Inc | COM | 700,000 | $23.3M | 2.9% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 54,000 | $23.8M | 3.0% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 300,000 | $28.8M | 3.6% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 230,000 | $30.0M | 3.7% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 600,000 | $31.4M | 3.9% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 200,000 | $32.3M | 4.0% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 260,000 | $42.9M | 5.4% | −10,000−3.7% | Reduced | History |
| AONAon plc | CL A | 150,000 | $47.3M | 5.9% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 500,000 | $51.9M | 6.5% | 00.0% | Unchanged | History |
| HESHess Corp | Stock | 440,000 | $58.2M | 7.3% | −10,000−2.2% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 210,000 | $60.1M | 7.5% | −30,000−12.5% | Reduced | History |
| PGRProgressive Corp | Stock | 435,000 | $62.2M | 7.8% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 445,000 | $87.8M | 10.9% | 00.0% | Unchanged | History |