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SALT Holding Corp.

13F filer · CIK 0001996109
Reported Aug 14, 2026
Net buyer this quarter
13F portfolio value$189MU.S. long equity reported on 13F
Positions253 new · 1 closed
Net flow last quarter+$15.1MBuys minus sells
Top 10 positions weight90.3%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 202625 positions
VODVodafone Group Public Ltd Co$50.5M26.77%0.01%Not reportedQ4 2024
RACEFerrari N.V.$24.9M13.17%0.04%Not reportedQ1 2025
AZNAstrazeneca PLC$17.7M9.37%Not reportedNot reportedQ4 2024
NOKNokia Corp$14.3M7.56%0.02%Not reportedQ4 2025
BUDAnheuser-Busch InBev SA$12.7M6.73%0.01%Not reportedQ3 2025
GSKGSK plc$12.3M6.54%0.01%Not reportedQ4 2024
NVONovo Nordisk A S$12.3M6.51%Not reportedNot reportedQ4 2024
NVSNovartis AG$10.5M5.55%0.00%Not reportedQ1 2026
STMSTMicroelectronics N.V.$9.43M5.00%0.01%Not reportedQ2 2025
BTIBritish American Tobacco p.l.c.$5.9M3.13%0.00%Not reportedQ4 2024
DEODiageo PLC$2.56M1.36%0.00%Not reportedQ3 2025
ULUnilever PLC$2.22M1.18%0.00%NewQ2 2026
ERICEricsson LM Telephone Co$2.21M1.17%Not reported-0.8%Q4 2025
FROFrontline plc$2.18M1.16%0.03%Not reportedQ4 2024
ASMLAsml Holding NV$1.45M0.77%0.00%Not reportedQ4 2024
MTArcelorMittal$1.19M0.63%0.00%Not reportedQ4 2024
SAPSap SE$1.02M0.54%0.00%Not reportedQ4 2025
LOGILogitech International S.A.$918K0.49%0.01%Not reportedQ4 2024
STLAStellantis N.V.$864K0.46%0.01%Not reportedQ4 2025
SHELShell plc$771K0.41%0.00%Not reportedQ4 2025
QGENQiagen N.V.$706K0.37%0.01%NewQ2 2026
EQNREquinor ASA$691K0.37%0.00%Not reportedQ3 2025
MIAXMiami International Holdings, Inc.$564K0.30%0.02%Not reportedQ3 2025
ARGXArgenx SE$464K0.25%0.00%Not reportedQ4 2024
WDSWoodside Energy Group Ltd$462K0.24%0.00%Not reportedQ3 2025
Q1 2026Reported May 15, 202623 positions
VODVodafone Group Public Ltd Co$57.4M34.68%0.01%Not reportedQ4 2024
RACEFerrari N.V.$22.6M13.66%0.04%Not reportedQ1 2025
AZNAstrazeneca PLC$18.4M11.11%Not reportedNot reportedQ4 2024
BUDAnheuser-Busch InBev SA$10.7M6.46%0.01%+34.8%Q3 2025
NVSNovartis AG$10.2M6.17%0.00%NewQ1 2026
NVONovo Nordisk A S$9.41M5.69%Not reportedNot reportedQ4 2024
NOKNokia Corp$8.64M5.22%0.02%Not reportedQ4 2025
BTIBritish American Tobacco p.l.c.$5.59M3.38%0.00%Not reportedQ4 2024
STMSTMicroelectronics N.V.$4.35M2.63%0.01%+65.9%Q2 2025
DEODiageo PLC$2.37M1.43%0.00%Not reportedQ3 2025
ERICEricsson LM Telephone Co$2.25M1.36%Not reportedNot reportedQ4 2025
FROFrontline plc$2.19M1.32%0.03%+312.5%Q4 2024
SAPSap SE$1.14M0.69%0.00%+6.4%Q4 2025
STLAStellantis N.V.$1.07M0.64%0.01%Not reportedQ4 2025
MTArcelorMittal$1.02M0.62%0.00%Not reportedQ4 2024
ASMLAsml Holding NV$962K0.58%0.00%Not reportedQ4 2024
EQNREquinor ASA$928K0.56%0.00%Not reportedQ3 2025
SHELShell plc$924K0.56%0.00%Not reportedQ4 2025
LOGILogitech International S.A.$890K0.54%0.01%Not reportedQ4 2024
MIAXMiami International Holdings, Inc.$591K0.36%0.02%Not reportedQ3 2025
WDSWoodside Energy Group Ltd$571K0.35%0.00%Not reportedQ3 2025
ARGXArgenx SE$365K0.22%0.00%Not reportedQ4 2024
BPBP PLC$226K0.14%Not reportedNewQ1 2026
Q4 2025Reported Feb 17, 202619 positions
VODVodafone Group Public Ltd Co$50.5M39.11%0.01%Not reportedQ4 2024
RACEFerrari N.V.$24.7M19.12%0.04%+57.1%Q1 2025
AZNAstrazeneca PLC$17.1M13.29%Not reported+984.3%Q4 2024
BUDAnheuser-Busch InBev SA$7.33M5.68%0.01%+82.8%Q3 2025
NOKNokia Corp$6.96M5.39%0.02%NewQ4 2025
BTIBritish American Tobacco p.l.c.$5.41M4.19%0.00%Not reportedQ4 2024
DEODiageo PLC$2.75M2.13%0.00%Not reportedQ3 2025
STMSTMicroelectronics N.V.$1.97M1.53%0.01%Not reportedQ2 2025
ERICEricsson LM Telephone Co$1.93M1.50%Not reportedNewQ4 2025
STLAStellantis N.V.$1.64M1.27%0.01%NewQ4 2025
SAPSap SE$1.51M1.17%0.00%NewQ4 2025
LOGILogitech International S.A.$978K0.76%0.01%Not reportedQ4 2024
MTArcelorMittal$898K0.70%0.00%Not reportedQ4 2024
SHELShell plc$730K0.57%0.00%NewQ4 2025
MIAXMiami International Holdings, Inc.$673K0.52%0.02%Not reportedQ3 2025
EQNREquinor ASA$520K0.40%0.00%+9.3%Q3 2025
ARGXArgenx SE$420K0.33%0.00%Not reportedQ4 2024
WDSWoodside Energy Group Ltd$373K0.29%0.00%-18.2%Q3 2025
FROFrontline plc$332K0.26%0.01%+1.3%Q4 2024
Q3 2025Reported Nov 14, 202513 positions
VODVodafone Group Public Ltd Co$44.3M41.36%0.01%+5.5%Q4 2024
RACEFerrari N.V.$20.6M19.24%0.02%Not reportedQ1 2025
BUDAnheuser-Busch InBev SA$3.73M3.48%0.00%NewQ3 2025
DEODiageo PLC$3.04M2.84%0.00%NewQ3 2025
STMSTMicroelectronics N.V.$2.14M2.00%0.01%Not reportedQ2 2025
AZNAstrazeneca PLC$1.32M1.23%Not reportedNot reportedQ4 2024
LOGILogitech International S.A.$1.07M1.00%0.01%Not reportedQ4 2024
MTArcelorMittal$712K0.66%0.00%Not reportedQ4 2024
MIAXMiami International Holdings, Inc.$611K0.57%0.02%NewQ3 2025
EQNREquinor ASA$491K0.46%0.00%NewQ3 2025
WDSWoodside Energy Group Ltd$440K0.41%0.00%NewQ3 2025
ARGXArgenx SE$369K0.34%0.00%Not reportedQ4 2024
FROFrontline plc$342K0.32%0.01%Not reportedQ4 2024
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