13F HOLDINGS REPORT
CENTRAL SECURITIES CORP
Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0000018748-23-000004
Total Value
$773.8M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ANALOG DEVICES INC | ADI | 445,000 | $73.0M | 9.43% |
| 2 | HESS CORP | HESM | 450,000 | $63.8M | 8.25% |
| 3 | MOTOROLA SOLUTIONS INC | MSI | 240,000 | $61.9M | 7.99% |
| 4 | PROGRESSIVE CORP | 743315103 | 435,000 | $56.4M | 7.29% |
| 5 | SCHWAB CHARLES CORP | SCHW-PJ | 600,000 | $50.0M | 6.46% |
| 6 | AON PLC | AON | 150,000 | $45.0M | 5.82% |
| 7 | ALPHABET INC | GOOG | 500,000 | $44.1M | 5.70% |
| 8 | AMERICAN EXPRESS CO | AXP | 270,000 | $39.9M | 5.16% |
| 9 | KEYSIGHT TECHNOLOGIES INC | KEYS | 200,000 | $34.2M | 4.42% |
| 10 | JPMORGAN CHASE & CO | VYLD | 230,000 | $30.8M | 3.99% |
| 11 | CAPITAL ONE FINL CORP | 14040H105 | 300,000 | $27.9M | 3.60% |
| 12 | ROPER TECHNOLOGIES INC | ROP | 54,000 | $23.3M | 3.02% |
| 13 | AERCAP HOLDINGS NV | AER | 400,000 | $23.3M | 3.01% |
| 14 | RAYONIER INC | RYN | 700,000 | $23.1M | 2.98% |
| 15 | MERCK & CO INC | MRK | 200,000 | $22.2M | 2.87% |
| 16 | MICROSOFT CORP | MSFT | 90,000 | $21.6M | 2.79% |
| 17 | AMAZON COM INC | AMZN | 220,000 | $18.5M | 2.39% |
| 18 | JOHNSON & JOHNSON | JNJ | 90,000 | $15.9M | 2.05% |
| 19 | KENNEDY-WILSON HOLDINGS INC | KW | 1,000,000 | $15.7M | 2.03% |
| 20 | MEDTRONIC PLC | MDT | 185,000 | $14.4M | 1.86% |
| 21 | COHERENT CORP | COHR | 380,000 | $13.3M | 1.72% |
| 22 | META PLATFORMS INC | META | 100,000 | $12.0M | 1.56% |
| 23 | WOLFSPEED INC | WOLF | 170,000 | $11.7M | 1.52% |
| 24 | BRADY CORP | BRC | 240,000 | $11.3M | 1.46% |
| 25 | INTEL CORP | INTC | 420,000 | $11.1M | 1.43% |
| 26 | MERCADOLIBRE INC | MELI | 11,000 | $9.3M | 1.20% |