Holders — by stockHoldings — by fund
SALT Holding Corp.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001996109
$188.8M
disclosed book value
25
positions
26.8%
largest position share
Positions, as of 2026-06-30
top 25 of 25 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VODVODAFONE GROUP PLC | 3.8M | $50.5M | 26.8% |
| 2 | RACEFERRARI N V | 66,772 | $24.9M | 13.2% |
| 3 | AZNASTRAZENECA PLC | 93,250 | $17.7M | 9.4% |
| 4 | NOKNOKIA CORP | 1.1M | $14.3M | 7.6% |
| 5 | BUDANHEUSER BUSCH INBEV SA NV | 154,173 | $12.7M | 6.7% |
| 6 | GSKGSK PLC | 235,459 | $12.3M | 6.5% |
| 7 | NVONOVO-NORDISK A S | 256,134 | $12.3M | 6.5% |
| 8 | NVSNOVARTIS AG | 66,844 | $10.5M | 5.5% |
| 9 | STMSTMICROELECTRONICS N V | 125,900 | $9.4M | 5% |
| 10 | BTIBRITISH AMERN TOB PLC | 95,589 | $5.9M | 3.1% |
| 11 | DEODIAGEO PLC | 31,855 | $2.6M | 1.4% |
| 12 | ULUNILEVER PLC | 36,900 | $2.2M | 1.2% |
| 13 | ERICTELEFONAKTIEBOLAGET LM ERICS | 198,500 | $2.2M | 1.2% |
| 14 | FROFRONTLINE PLC | 62,700 | $2.2M | 1.2% |
| 15 | ASMLASML HLDG NV | 728 | $1.4M | 0.8% |
| 16 | MTARCELORMITTAL SA LUXEMBOURG | 19,700 | $1.2M | 0.6% |
| 17 | SAPSAP SE | 6,632 | $1.0M | 0.5% |
| 18 | LOGILOGITECH INTL S A | 9,763 | $918,113 | 0.5% |
| 19 | STLASTELLANTIS N.V | 150,493 | $863,830 | 0.5% |
| 20 | SHELSHELL PLC | 9,938 | $770,593 | 0.4% |
| 21 | QGENQIAGEN NV | 18,050 | $705,755 | 0.4% |
| 22 | EQNREQUINOR ASA | 22,000 | $690,800 | 0.4% |
| 23 | MIAXMIAMI INTL HLDGS INC | 15,173 | $563,829 | 0.3% |
| 24 | ARGXARGENX SE | 500 | $463,885 | 0.2% |
| 25 | WDSWOODSIDE ENERGY GROUP LTD | 23,908 | $461,903 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.