13F HOLDINGS REPORT
CENTRAL SECURITIES CORP
Quarter ended Q1 2024 · Filed May 7, 2024 · Accession 0000018748-24-000008
Total Value
$990.4M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | 743315103 | 435,000 | $90.0M | 9.08% |
| 2 | ANALOG DEVICES INC | ADI | 400,000 | $79.1M | 7.99% |
| 3 | ALPHABET INC | GOOG | 450,000 | $67.9M | 6.86% |
| 4 | MOTOROLA SOLUTIONS INC | MSI | 150,000 | $53.2M | 5.38% |
| 5 | SCHWAB CHARLES CORP | SCHW-PJ | 700,000 | $50.6M | 5.11% |
| 6 | AON PLC | AON | 150,000 | $50.1M | 5.05% |
| 7 | META PLATFORMS INC | META | 100,000 | $48.6M | 4.90% |
| 8 | HESS CORP | HESM | 310,000 | $47.3M | 4.78% |
| 9 | AMERICAN EXPRESS CO | AXP | 200,000 | $45.5M | 4.60% |
| 10 | CAPITAL ONE FINL CORP | 14040H105 | 300,000 | $44.7M | 4.51% |
| 11 | AMAZON COM INC | AMZN | 225,000 | $40.6M | 4.10% |
| 12 | JPMORGAN CHASE & CO | VYLD | 200,000 | $40.1M | 4.04% |
| 13 | MICROSOFT CORP | MSFT | 80,000 | $33.7M | 3.40% |
| 14 | RAYONIER INC | RYN | 1,000,000 | $33.2M | 3.36% |
| 15 | KEYSIGHT TECHNOLOGIES INC | KEYS | 200,000 | $31.3M | 3.16% |
| 16 | AERCAP HOLDINGS NV | AER | 350,000 | $30.4M | 3.07% |
| 17 | ROPER TECHNOLOGIES INC | ROP | 54,000 | $30.3M | 3.06% |
| 18 | MERCK & CO INC | MRK | 200,000 | $26.4M | 2.66% |
| 19 | COHERENT CORP | COHR | 400,000 | $24.2M | 2.45% |
| 20 | TELEDYNE TECHNOLOGIES INC | TDY | 47,836 | $20.5M | 2.07% |
| 21 | MERCADOLIBRE INC | MELI | 13,000 | $19.7M | 1.98% |
| 22 | VISA INC | V | 65,000 | $18.1M | 1.83% |
| 23 | INTEL CORP | INTC | 400,000 | $17.7M | 1.78% |
| 24 | MEDTRONIC PLC | MDT | 185,000 | $16.1M | 1.63% |
| 25 | JOHNSON & JOHNSON | JNJ | 90,000 | $14.2M | 1.44% |
| 26 | BRADY CORP | BRC | 200,000 | $11.9M | 1.20% |
| 27 | WOLFSPEED INC | WOLF | 170,000 | $5.0M | 0.51% |