- New Purchases: MKSI,
- Added Positions: IIVI, WOLF,
- Reduced Positions: RYN, COF, HES, HCCI, BK, KEYS, COHR, MDT, SGU,
- Sold Out: BABA, WYNN, OGN,
For the details of CENTRAL SECURITIES CORP's stock buys and sells, go to https://www.gurufocus.com/guru/central+securities+corp/current-portfolio/portfolio
These are the top 5 holdings of CENTRAL SECURITIES CORP- Analog Devices Inc (ADI) - 445,000 shares, 7.90% of the total portfolio.
- Alphabet Inc (GOOGL) - 25,000 shares, 7.08% of the total portfolio.
- Motorola Solutions Inc (MSI) - 250,000 shares, 6.15% of the total portfolio.
- Capital One Financial Corp (COF) - 300,000 shares, 5.15% of the total portfolio. Shares reduced by 9.09%
- American Express Co (AXP) - 270,000 shares, 4.79% of the total portfolio.
Central Securities Corp initiated holding in MKS Instruments Inc. The purchase prices were between $140.42 and $170.77, with an estimated average price of $153.66. The stock is now traded at around $161.360000. The impact to a portfolio due to this purchase was 1.28%. The holding were 80,000 shares as of 2021-09-30.
Added: II-VI Inc (IIVI)Central Securities Corp added to a holding in II-VI Inc by 23.08%. The purchase prices were between $59.29 and $74.08, with an estimated average price of $65.35. The stock is now traded at around $64.210000. The impact to a portfolio due to this purchase was 0.38%. The holding were 320,000 shares as of 2021-09-30.
Sold Out: Alibaba Group Holding Ltd (BABA)Central Securities Corp sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.
Sold Out: Wynn Resorts Ltd (WYNN)Central Securities Corp sold out a holding in Wynn Resorts Ltd. The sale prices were between $78.77 and $122.4, with an estimated average price of $99.08.
Sold Out: Organon & Co (OGN)Central Securities Corp sold out a holding in Organon & Co. The sale prices were between $28.63 and $35.64, with an estimated average price of $32.03.
Here is the complete portfolio of CENTRAL SECURITIES CORP. Also check out:
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