Central Securities Corp
- SEC CIK
- 0000018748
- Latest filing
- Aug 10, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 8, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 28
- +2 vs. Q2 2023
- Portfolio value
- $819.0M
- −$21.8M (−2.6%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ADIAnalog Devices Inc | Stock | 440,000 | $77.0M | 9.4% | −5,000−1.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 500,000 | $65.4M | 8.0% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 435,000 | $60.6M | 7.4% | 00.0% | Unchanged | History |
| HESHess Corp | Stock | 365,000 | $55.8M | 6.8% | −55,000−13.1% | Reduced | History |
| AONAon plc | CL A | 150,000 | $48.6M | 5.9% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 170,000 | $46.3M | 5.7% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 700,000 | $38.4M | 4.7% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 230,000 | $34.3M | 4.2% | −20,000−8.0% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 100,000 | $30.0M | 3.7% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 300,000 | $29.1M | 3.6% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 200,000 | $29.0M | 3.5% | −30,000−13.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 225,000 | $28.6M | 3.5% | 00.0% | Unchanged | History |
| AERAerCap Holdings N.V. | SHS | 450,000 | $28.2M | 3.4% | +50,000+12.5% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 200,000 | $26.5M | 3.2% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 54,000 | $26.2M | 3.2% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 80,000 | $25.3M | 3.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 200,000 | $20.6M | 2.5% | 00.0% | Unchanged | History |
| RYNRayonier Inc | COM | 700,000 | $19.9M | 2.4% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 65,000 | $15.0M | 1.8% | +65,000 | New | History |
| KWKennedy-Wilson Holdings, Inc. | COM | 1,000,000 | $14.7M | 1.8% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 185,000 | $14.5M | 1.8% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 400,000 | $14.2M | 1.7% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 90,000 | $14.0M | 1.7% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 11,000 | $13.9M | 1.7% | 00.0% | Unchanged | History |
| COHRCoherent Corp. | COM | 400,000 | $13.1M | 1.6% | 00.0% | Unchanged | History |
| TDYTeledyne Technologies Inc | COM | 30,000 | $12.3M | 1.5% | +30,000 | New | History |
| BRCBrady Corp | CL A | 200,000 | $11.0M | 1.3% | 00.0% | Unchanged | History |
| WOLFWolfspeed, Inc. | Stock | 170,000 | $6.48M | 0.8% | 00.0% | Unchanged | History |