Ownership history in CENTRAL SECURITIES CORP Β· 63 quarters on record
This page tracks every 13F SEC filing in which CENTRAL SECURITIES CORP reported a position in BRADY CORP (BRC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π CENTRAL SECURITIES CORP outperformed the S&P 500 by +6.3% annually on this BRC position. Timing score: 33% (6/18 decisions correct). Average cost basis: $17.74. Maximum drawdown during holding period: β33.0%.
π₯ Exceptional β beat the S&P 500 by 6.3% per year on this position.
62 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 18 add/trim decisions correct
Best entry: $5.88 (1999 Q1) Β· Worst: $23.44 (2013 Q2)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
4 adds Β· 14 trims. Bought during 1 of 21 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.26% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size