Central Securities Corp
- SEC CIK
- 0000018748
- Latest filing
- Aug 10, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 10, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 26
- 0 vs. Q1 2023
- Portfolio value
- $840.8M
- +$39.2M (+4.9%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WOLFWolfspeed, Inc. | Stock | 170,000 | $9.45M | 1.1% | 00.0% | Unchanged | History |
| BRCBrady Corp | CL A | 200,000 | $9.51M | 1.1% | −15,000−7.0% | Reduced | History |
| MELIMercadolibre Inc | COM | 11,000 | $13.0M | 1.5% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 400,000 | $13.4M | 1.6% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 90,000 | $14.9M | 1.8% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 185,000 | $16.3M | 1.9% | 00.0% | Unchanged | History |
| KWKennedy-Wilson Holdings, Inc. | COM | 1,000,000 | $16.3M | 1.9% | 00.0% | Unchanged | History |
| COHRCoherent Corp. | COM | 400,000 | $20.4M | 2.4% | 00.0% | Unchanged | History |
| RYNRayonier Inc | COM | 700,000 | $22.0M | 2.6% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 200,000 | $23.1M | 2.7% | 00.0% | Unchanged | History |
| AERAerCap Holdings N.V. | SHS | 400,000 | $25.4M | 3.0% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 54,000 | $26.0M | 3.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 80,000 | $27.2M | 3.2% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 100,000 | $28.7M | 3.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 225,000 | $29.3M | 3.5% | +5,000+2.3% | Added | History |
| COFCapital One Financial Corp | Stock | 300,000 | $32.8M | 3.9% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 230,000 | $33.5M | 4.0% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 200,000 | $33.5M | 4.0% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 700,000 | $39.7M | 4.7% | +100,000+16.7% | Added | History |
| AXPAmerican Express Co | Stock | 250,000 | $43.5M | 5.2% | −10,000−3.8% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 170,000 | $49.9M | 5.9% | −40,000−19.0% | Reduced | History |
| AONAon plc | CL A | 150,000 | $51.8M | 6.2% | 00.0% | Unchanged | History |
| HESHess Corp | Stock | 420,000 | $57.1M | 6.8% | −20,000−4.5% | Reduced | History |
| PGRProgressive Corp | Stock | 435,000 | $57.6M | 6.8% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 500,000 | $59.9M | 7.1% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 445,000 | $86.7M | 10.3% | 00.0% | Unchanged | History |