13F HOLDINGS REPORT
CENTRAL SECURITIES CORP
Quarter ended Q4 2023 · Filed November 8, 2023 · Accession 0000018748-23-000011
Total Value
$819.0M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ANALOG DEVICES INC | ADI | 440,000 | $77.0M | 9.41% |
| 2 | ALPHABET INC | GOOG | 500,000 | $65.4M | 7.99% |
| 3 | PROGRESSIVE CORP | 743315103 | 435,000 | $60.6M | 7.40% |
| 4 | HESS CORP | HESM | 365,000 | $55.8M | 6.82% |
| 5 | AON PLC | AON | 150,000 | $48.6M | 5.94% |
| 6 | MOTOROLA SOLUTIONS INC | MSI | 170,000 | $46.3M | 5.65% |
| 7 | SCHWAB CHARLES CORP | SCHW-PJ | 700,000 | $38.4M | 4.69% |
| 8 | AMERICAN EXPRESS CO | AXP | 230,000 | $34.3M | 4.19% |
| 9 | META PLATFORMS INC | META | 100,000 | $30.0M | 3.67% |
| 10 | CAPITAL ONE FINL CORP | 14040H105 | 300,000 | $29.1M | 3.55% |
| 11 | JPMORGAN CHASE & CO | VYLD | 200,000 | $29.0M | 3.54% |
| 12 | AMAZON COM INC | AMZN | 225,000 | $28.6M | 3.49% |
| 13 | AERCAP HOLDINGS NV | AER | 450,000 | $28.2M | 3.44% |
| 14 | KEYSIGHT TECHNOLOGIES INC | KEYS | 200,000 | $26.5M | 3.23% |
| 15 | ROPER TECHNOLOGIES INC | ROP | 54,000 | $26.2M | 3.19% |
| 16 | MICROSOFT CORP | MSFT | 80,000 | $25.3M | 3.08% |
| 17 | MERCK & CO INC | MRK | 200,000 | $20.6M | 2.51% |
| 18 | RAYONIER INC | RYN | 700,000 | $19.9M | 2.43% |
| 19 | VISA INC | V | 65,000 | $15.0M | 1.83% |
| 20 | KENNEDY-WILSON HOLDINGS INC | KW | 1,000,000 | $14.7M | 1.80% |
| 21 | MEDTRONIC PLC | MDT | 185,000 | $14.5M | 1.77% |
| 22 | INTEL CORP | INTC | 400,000 | $14.2M | 1.74% |
| 23 | JOHNSON & JOHNSON | JNJ | 90,000 | $14.0M | 1.71% |
| 24 | MERCADOLIBRE INC | MELI | 11,000 | $13.9M | 1.70% |
| 25 | COHERENT CORP | COHR | 400,000 | $13.1M | 1.59% |
| 26 | TELEDYNE TECHNOLOGIES INC | TDY | 30,000 | $12.3M | 1.50% |
| 27 | BRADY CORP | BRC | 200,000 | $11.0M | 1.34% |
| 28 | WOLFSPEED INC | WOLF | 170,000 | $6.5M | 0.79% |