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Central Securities Corp

SEC CIK
0000018748
Latest filing
Aug 10, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 8, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
27
−1 vs. Q2 2024
Portfolio value
$1.03B
+$15.7M (+1.5%) vs. Q2 2024
Filed
Nov 8, 2024
SEC
Holdings of Central Securities Corp in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
PGRProgressive CorpStock420,000$106.6M10.3%−10,000−2.3%ReducedHistory
ADIAnalog Devices IncStock400,000$92.1M8.9%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock450,000$74.6M7.2%00.0%UnchangedHistory
MSIMotorola Solutions, Inc.Stock145,000$65.2M6.3%−5,000−3.3%ReducedHistory
METAMeta Platforms, Inc.Stock100,000$57.2M5.6%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock800,000$51.8M5.0%+100,000+14.3%AddedHistory
AXPAmerican Express CoStock170,000$46.1M4.5%−30,000−15.0%ReducedHistory
COFCapital One Financial CorpStock300,000$44.9M4.4%00.0%UnchangedHistory
AMZNAmazon Com IncStock225,000$41.9M4.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock180,000$38.0M3.7%−20,000−10.0%ReducedHistory
HESHess CorpStock275,000$37.3M3.6%00.0%UnchangedHistory
RYNRayonier IncCOM1,150,000$37.0M3.6%00.0%UnchangedHistory
AONAon plcCL A100,000$34.6M3.4%00.0%UnchangedHistory
MSFTMicrosoft CorpStock80,000$34.4M3.3%00.0%UnchangedHistory
KEYSKeysight Technologies, Inc.Stock200,000$31.8M3.1%00.0%UnchangedHistory
ROPRoper Technologies IncStock55,000$30.6M3.0%00.0%UnchangedHistory
AJGArthur J. Gallagher & Co.COM105,000$29.5M2.9%00.0%UnchangedHistory
MELIMercadolibre IncCOM13,000$26.7M2.6%00.0%UnchangedHistory
TDYTeledyne Technologies IncCOM60,000$26.3M2.5%00.0%UnchangedHistory
VVisa Inc.Stock75,000$20.6M2.0%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock160,000$18.2M1.8%00.0%UnchangedHistory
COHRCoherent Corp.COM200,000$17.8M1.7%−200,000−50.0%ReducedHistory
MDTMedtronic plcStock185,000$16.7M1.6%00.0%UnchangedHistory
BRCBrady CorpCL A200,000$15.3M1.5%00.0%UnchangedHistory
JNJJohnson & JohnsonStock90,000$14.6M1.4%00.0%UnchangedHistory
AERAerCap Holdings N.V.SHS120,000$11.4M1.1%−155,000−56.4%ReducedHistory
INTCIntel CorpStock400,000$9.38M0.9%00.0%UnchangedHistory

Sold out since Q2 2024 (1)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Central Securities Corp sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
WOLFWolfspeed, Inc.Stock170,000$3.87M0.4%History