Central Securities Corp
- SEC CIK
- 0000018748
- Latest filing
- Aug 10, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 7, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 27
- −1 vs. Q4 2023
- Portfolio value
- $990.4M
- +$69.5M (+7.6%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PGRProgressive Corp | Stock | 435,000 | $90.0M | 9.1% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 400,000 | $79.1M | 8.0% | −40,000−9.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 450,000 | $67.9M | 6.9% | −25,000−5.3% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 150,000 | $53.2M | 5.4% | −10,000−6.3% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 700,000 | $50.6M | 5.1% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 150,000 | $50.1M | 5.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 100,000 | $48.6M | 4.9% | 00.0% | Unchanged | History |
| HESHess Corp | Stock | 310,000 | $47.3M | 4.8% | −55,000−15.1% | Reduced | History |
| AXPAmerican Express Co | Stock | 200,000 | $45.5M | 4.6% | −30,000−13.0% | Reduced | History |
| COFCapital One Financial Corp | Stock | 300,000 | $44.7M | 4.5% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 225,000 | $40.6M | 4.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 200,000 | $40.1M | 4.0% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 80,000 | $33.7M | 3.4% | 00.0% | Unchanged | History |
| RYNRayonier Inc | COM | 1,000,000 | $33.2M | 3.4% | +300,000+42.9% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 200,000 | $31.3M | 3.2% | 00.0% | Unchanged | History |
| AERAerCap Holdings N.V. | SHS | 350,000 | $30.4M | 3.1% | −50,000−12.5% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 54,000 | $30.3M | 3.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 200,000 | $26.4M | 2.7% | 00.0% | Unchanged | History |
| COHRCoherent Corp. | COM | 400,000 | $24.2M | 2.4% | 00.0% | Unchanged | History |
| TDYTeledyne Technologies Inc | COM | 47,836 | $20.5M | 2.1% | +7,836+19.6% | Added | History |
| MELIMercadolibre Inc | COM | 13,000 | $19.7M | 2.0% | +2,000+18.2% | Added | History |
| VVisa Inc. | Stock | 65,000 | $18.1M | 1.8% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 400,000 | $17.7M | 1.8% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 185,000 | $16.1M | 1.6% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 90,000 | $14.2M | 1.4% | 00.0% | Unchanged | History |
| BRCBrady Corp | CL A | 200,000 | $11.9M | 1.2% | 00.0% | Unchanged | History |
| WOLFWolfspeed, Inc. | Stock | 170,000 | $5.01M | 0.5% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.