13F-HR 1 e17696_13fhr.txt 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2004 Check here if amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Central Securities Corporation Address: 630 Fifth Avenue New York, New York 10111 13F File Number: 28-6578 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Marlene A. Krumholz Title: Secretary Phone: 212-698-2020 Signature, Place, and Date of Signing: /s/ Marlene A. Krumholz New York, New York May 6, 2004 Report Type (Check only one.): [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: None I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 41 Form 13F Information Table Value Total: 368,464 List of Other Included Managers: None FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ==================================================================================================================================== ABBOTT LABORATORIES COMMON 002824 10 0 4110 100000 SH SOLE 100000 0 0 ACCENTURE LTD COMMON G115OG 11 1 9920 400000 SH SOLE 400000 0 0 AFFYMETRIX, INC. COMMON 00826T 10 8 3377 100000 SH SOLE 100000 0 0 AMERICAN INTERNATIONAL GROUP, INC. COMMON 026874 10 7 10702 150000 SH SOLE 150000 0 0 AMERICAN MGMT SYSTEMS INC. COMMON 027352 10 3 6991 364502 SH SOLE 364502 0 0 ANALOG DEVICES, INC. COMMON 032654 10 5 20644 430000 SH SOLE 430000 0 0 APPLE COMPUTER INC. COMMON 037833 10 0 2704 100000 SH SOLE 100000 0 0 ARCH CAPITAL GROUP LTD. COMMON G0450A 10 5 4210 100000 SH SOLE 100000 0 0 ARVINMERITOR, INC. COMMON 043353 10 1 11898 600000 SH SOLE 600000 0 0 BANK OF NEW YORK CO., INC. COMMON 064057 10 2 15750 500000 SH SOLE 500000 0 0 BRADY CORPORATION CLASS A 104674 10 6 19611 515000 SH SOLE 515000 0 0 CAPITAL ONE FINANCIAL CORP. COMMON 14040H 10 5 27909 370000 SH SOLE 370000 0 0 CARMAX, INC. COMMON 143130 10 2 2920 100000 SH SOLE 100000 0 0 CERIDIAN CORPORATION COMMON 156779 10 0 1971 100000 SH SOLE 100000 0 0 CINCINNATI BELL INC. COMMON 171871 10 6 4070 1000000 SH SOLE 1000000 0 0 CONVERGYS CORPORATION COMMON 212485 10 6 18544 1220000 SH SOLE 1220000 0 0 DOVER CORPORATION COMMON 260003 10 8 6591 170000 SH SOLE 170000 0 0 ENCANA CORP. COMMON 292505 10 4 6899 160000 SH SOLE 160000 0 0 ERIE INDEMNITY COMPANY CLASS A 29530P 10 2 483 10000 SH SOLE 10000 0 0 FLEXTRONICS INT'L. LTD. COMMON Y2573F 10 2 20679 1210000 SH SOLE 1210000 0 0 IMPATH, INC. COMMON 45255G 10 1 2989 490000 SH SOLE 490000 0 0 INGRAM MICRO INC. CLASS A 457153 10 4 3258 180000 SH SOLE 180000 0 0 INTEL CORPORATION COMMON 458140 10 0 26656 980000 SH SOLE 980000 0 0 KERR-MCGEE CORPORATION COMMON 492386 10 7 11330 220000 SH SOLE 220000 0 0 LABORATORY CORPORATION OF AMERICA HOLDINGS COMMON 50540R 40 9 4318 110000 SH SOLE 110000 0 0 MARSH & MCLENNAN COMPANIES, INC. COMMON 571748 10 2 4630 100000 SH SOLE 100000 0 0 MERCK & CO., INC. COMMON 589331 10 7 4419 100000 SH SOLE 100000 0 0 MOTOROLA, INC. COMMON 620076 10 9 3520 200000 SH SOLE 200000 0 0 MURPHY OIL CORPORATION COMMON 626717 10 2 18891 300000 SH SOLE 300000 0 0 POLYONE CORPORATION COMMON 73179P 10 6 9126 1372400 SH SOLE 1372400 0 0 ROHM AND HAAS COMPANY COMMON 775371 10 7 5976 150000 SH SOLE 150000 0 0 ROPER INDUSTRIES, INC. COMMON 776696 10 6 6017 124700 SH SOLE 124700 0 0 SCHERING-PLOUGH CORP. COMMON 806605 10 1 7299 450000 SH SOLE 450000 0 0 SOLECTRON CORPORATION COMMON 834182 10 7 4424 800000 SH SOLE 800000 0 0 SUNGARD DATA SYSTEMS INC. COMMON 867363 10 3 15618 570000 SH SOLE 570000 0 0 TRANSPORT CORP OF AMERICA COMMON 89385P 10 2 3790 533757 SH SOLE 533757 0 0 THE TRIZETTO GROUP, INC. COMMON 896882 10 7 7750 1000000 SH SOLE 1000000 0 0 UNISYS CORPORATION COMMON 909214 10 8 16422 1150000 SH SOLE 1150000 0 0 UNOCAL CORPORATION COMMON 915289 10 2 5592 150000 SH SOLE 150000 0 0 VICAL INCORPORATED COMMON 925602 10 4 921 150000 SH SOLE 150000 0 0 WIND RIVER SYSTEMS, INC. COMMON 973149 10 7 5535 500000 SH SOLE 500000 0 0