Q2 2026 13F · SEC CIK 1996109

SALT Holding Corp.

Investment managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $188.8M
Reported positions: 25
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.1 yrs

SALT Holding Corp. is an investment manager that reported 25 positions worth $188.8M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Vodafone Group PLC (VOD, 26.8%), Ferrari N V (RACE, 13.2%), Astrazeneca PLC (AZN, 9.4%).

SALT Holding Corp. holdings all 25 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

SALT Holding Corp. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VODVodafone Group PLC	26.8%	35.3%	3,821,000	+0.0%	$50.5M
RACEFerrari N V	13.2%	13.9%	66,772	+0.0%	$24.9M
AZNAstrazeneca PLC	9.4%	11.3%	93,250	+0.0%	$17.7M
NOKNokia Corp	7.6%	5.3%	1,075,200	+0.0%	$14.3M
BUDAnheuser Busch Inbev SA NV	6.7%	6.6%	154,173	+0.0%	$12.7M
GSKGsk PLC	6.5%	New	235,459	—	$12.3M
NVONovo-Nordisk A S	6.5%	5.8%	256,134	+0.0%	$12.3M
NVSNovartis AG	5.5%	6.3%	66,844	+0.0%	$10.5M
STMStmicroelectronics N V Ny Registry	5.0%	2.7%	125,900	+0.0%	$9.4M
BTIBritish Amern Tob PLC	3.1%	3.4%	95,589	+0.0%	$5.9M
DEODiageo PLC	1.4%	1.5%	31,855	+0.0%	$2.6M
ULUnilever PLC	1.2%	New	36,900	—	$2.2M
ERICEricsson	1.2%	1.4%	198,500	-0.7%	$2.2M
FROFrontline PLC	1.2%	1.3%	62,700	+0.0%	$2.2M
ASMLAsml Hldg NV	0.8%	0.6%	728	+0.0%	$1.4M
MTArcelormittal	0.6%	0.6%	19,700	+0.0%	$1.2M
SAPGFSap SE	0.5%	0.7%	6,632	+0.0%	$1.0M
LOGILogitech Intl S A	0.5%	0.5%	9,763	+0.0%	$918K
STLAStellantis N.v	0.5%	0.7%	150,493	+0.0%	$864K
SHELShell PLC	0.4%	0.6%	9,938	+0.0%	$771K
QGENQiagen NV	0.4%	New	18,050	—	$706K
EQNREquinor Asa	0.4%	0.6%	22,000	+0.0%	$691K
MIAXMiami Intl Hldgs Inc	0.3%	0.4%	15,173	+0.0%	$564K
ARGNFArgenx SE	0.2%	0.2%	500	+0.0%	$464K
WDSWoodside Energy Group Ltd	0.2%	0.4%	23,908	+0.0%	$462K

What SALT Holding Corp. bought and sold in Q2 2026, against Q1 2026.

New positions

GSK Gsk PLC6.5% of 13F
UL Unilever PLC1.2% of 13F
QGEN Qiagen NV0.4% of 13F

Added to

No position grew by more than 5%.

Reduced

No position shrank by more than 5%.

Sold out

BP Bp PLCwas 0.1%

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +15.8% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$188.8M	25
Q1 2026	$162.8M	23
Q4 2025	$126.7M	19
Q3 2025	$79.2M	13
Q2 2025	$65.3M	7
Q1 2025	$107.9M	12
Q4 2024	$78.5M	11

Questions about SALT Holding Corp.'s portfolio

What stocks does SALT Holding Corp. own?

SALT Holding Corp.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 25 positions worth $188.8M. The largest are Vodafone Group PLC (VOD) at 26.8%, Ferrari N V (RACE) at 13.2%, Astrazeneca PLC (AZN) at 9.4%, Nokia Corp (NOK) at 7.6% and Anheuser Busch Inbev SA NV (BUD) at 6.7%.

What did SALT Holding Corp. buy last quarter?

In Q2 2026, SALT Holding Corp. added a new position in Gsk PLC (GSK), a new position in Unilever PLC (UL) and a new position in Qiagen NV (QGEN), compared with its Q1 2026 filing.

What did SALT Holding Corp. sell last quarter?

In Q2 2026, SALT Holding Corp. sold all of Bp PLC (BP), compared with its Q1 2026 filing.

When is SALT Holding Corp.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. SALT Holding Corp.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.