Central Securities Corp
- SEC CIK
- 0000018748
- Latest filing
- Aug 10, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 9, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 28
- 0 vs. Q3 2023
- Portfolio value
- $920.9M
- +$101.8M (+12.4%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ADIAnalog Devices Inc | Stock | 440,000 | $87.4M | 9.5% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 435,000 | $69.3M | 7.5% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 475,000 | $66.4M | 7.2% | −25,000−5.0% | Reduced | History |
| HESHess Corp | Stock | 365,000 | $52.6M | 5.7% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 160,000 | $50.1M | 5.4% | −10,000−5.9% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 700,000 | $48.2M | 5.2% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 150,000 | $43.7M | 4.7% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 230,000 | $43.1M | 4.7% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 300,000 | $39.3M | 4.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 100,000 | $35.4M | 3.8% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 225,000 | $34.2M | 3.7% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 200,000 | $34.0M | 3.7% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 200,000 | $31.8M | 3.5% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 80,000 | $30.1M | 3.3% | 00.0% | Unchanged | History |
| AERAerCap Holdings N.V. | SHS | 400,000 | $29.7M | 3.2% | −50,000−11.1% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 54,000 | $29.4M | 3.2% | 00.0% | Unchanged | History |
| RYNRayonier Inc | COM | 700,000 | $23.4M | 2.5% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 200,000 | $21.8M | 2.4% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 400,000 | $20.1M | 2.2% | 00.0% | Unchanged | History |
| TDYTeledyne Technologies Inc | COM | 40,000 | $17.9M | 1.9% | +10,000+33.3% | Added | History |
| COHRCoherent Corp. | COM | 400,000 | $17.4M | 1.9% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 11,000 | $17.3M | 1.9% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 65,000 | $16.9M | 1.8% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 185,000 | $15.2M | 1.7% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 90,000 | $14.1M | 1.5% | 00.0% | Unchanged | History |
| KWKennedy-Wilson Holdings, Inc. | COM | 1,050,000 | $13.0M | 1.4% | +50,000+5.0% | Added | History |
| BRCBrady Corp | CL A | 200,000 | $11.7M | 1.3% | 00.0% | Unchanged | History |
| WOLFWolfspeed, Inc. | Stock | 170,000 | $7.40M | 0.8% | 00.0% | Unchanged | History |