Central Securities Corp
- SEC CIK
- 0000018748
- Latest filing
- Aug 10, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 28
- +1 vs. Q1 2024
- Portfolio value
- $1.01B
- +$24.5M (+2.5%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WOLFWolfspeed, Inc. | Stock | 170,000 | $3.87M | 0.4% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 400,000 | $12.4M | 1.2% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 90,000 | $13.2M | 1.3% | 00.0% | Unchanged | History |
| BRCBrady Corp | CL A | 200,000 | $13.2M | 1.3% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 185,000 | $14.6M | 1.4% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 75,000 | $19.7M | 1.9% | +10,000+15.4% | Added | History |
| MRKMerck & Co., Inc. | Stock | 160,000 | $19.8M | 2.0% | −40,000−20.0% | Reduced | History |
| MELIMercadolibre Inc | COM | 13,000 | $21.4M | 2.1% | 00.0% | Unchanged | History |
| TDYTeledyne Technologies Inc | COM | 60,000 | $23.3M | 2.3% | +12,164+25.4% | Added | History |
| AERAerCap Holdings N.V. | SHS | 275,000 | $25.6M | 2.5% | −75,000−21.4% | Reduced | History |
| AJGArthur J. Gallagher & Co. | COM | 105,000 | $27.2M | 2.7% | +105,000 | New | History |
| KEYSKeysight Technologies, Inc. | Stock | 200,000 | $27.4M | 2.7% | 00.0% | Unchanged | History |
| COHRCoherent Corp. | COM | 400,000 | $29.0M | 2.9% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 100,000 | $29.4M | 2.9% | −50,000−33.3% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 55,000 | $31.0M | 3.1% | +1,000+1.9% | Added | History |
| RYNRayonier Inc | COM | 1,150,000 | $33.5M | 3.3% | +150,000+15.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 80,000 | $35.8M | 3.5% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 200,000 | $40.5M | 4.0% | 00.0% | Unchanged | History |
| HESHess Corp | Stock | 275,000 | $40.6M | 4.0% | −35,000−11.3% | Reduced | History |
| COFCapital One Financial Corp | Stock | 300,000 | $41.5M | 4.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 225,000 | $43.5M | 4.3% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 200,000 | $46.3M | 4.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 100,000 | $50.4M | 5.0% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 700,000 | $51.6M | 5.1% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 150,000 | $57.9M | 5.7% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 450,000 | $82.0M | 8.1% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 430,000 | $89.3M | 8.8% | −5,000−1.1% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 400,000 | $91.3M | 9.0% | 00.0% | Unchanged | History |