Investor
SALT Holding Corp.
CIK 0001996109 · filed 2026-05-15 · SEC filing
13F book
$165.5M
Positions
23
5 new · 1 sold
Largest name
34.7%
Vodafone Group Plc New
Est. mark
$7.79M
Price effect on 18 names still held. Flow $28.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vodafone Group Plc New | — | 3.82M | $57.4M | 34.7% | $6.92M | Held |
| Ferrari N.V. | RACE | 66.8K | $22.6M | 13.7% | −$2.08M | Held |
| Astrazeneca Plc Ord | AZN | 93.3K | $18.4M | 11.1% | — | New |
| Anheuser Busch Inbev Sa/Nv | — | 154.2K | $10.7M | 6.5% | $609.8K | Added$3.37M |
| Novartis Ag | — | 66.8K | $10.2M | 6.2% | — | New |
| Novo-Nordisk A S | — | 256.1K | $9.41M | 5.7% | — | New |
| Nokia Corp | — | 1.08M | $8.64M | 5.2% | $1.69M | Held |
| British Amern Tob Plc | — | 95.6K | $5.59M | 3.4% | $176.8K | Held |
| Stmicroelectronics N V | — | 125.9K | $4.35M | 2.6% | $653.5K | Added$2.38M |
| Diageo Plc | — | 31.9K | $2.37M | 1.4% | −$376.5K | Held |
| Telefonaktiebolaget Lm Erics | — | 200K | $2.25M | 1.4% | $324K | Held |
| Frontline Plc | FRO | 62.7K | $2.19M | 1.3% | $198.2K | Added$1.85M |
| Sap Se | — | 6.63K | $1.14M | 0.7% | −$446.8K | Added−$378.4K |
| Stellantis N.V. | STLA | 150.5K | $1.07M | 0.6% | −$571.9K | Held |
| Arcelormittal Sa Luxembourg | — | 19.7K | $1.02M | 0.6% | $126.3K | Held |
| Asml Holding N V | — | 728 | $961.6K | 0.6% | — | New |
| Equinor Asa | — | 22K | $928.4K | 0.6% | $408.5K | Held |
| Shell Plc | — | 9.94K | $924.2K | 0.6% | $194K | Held |
| Logitech Intl S A | — | 9.76K | $889.6K | 0.5% | −$88.8K | Held |
| Miami Intl Hldgs Inc | — | 15.2K | $590.5K | 0.4% | −$82.8K | Held |
| Woodside Energy Group Ltd | — | 23.9K | $570.9K | 0.3% | $198.2K | Held |
| Argenx SE | ARGX | 500 | $365.1K | 0.2% | −$55.4K | Held |
| Bp Plc | — | 4.8K | $225.6K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.