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.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| VODVodafone Group PLC | 26.8% | +0.0% | $50.5M |
| RACEFerrari N V | 13.2% | +0.0% | $24.9M |
| AZNAstrazeneca PLC | 9.4% | +0.0% | $17.7M |
| NOKNokia Corp | 7.6% | +0.0% | $14.3M |
| BUDAnheuser Busch Inbev SA NV | 6.7% | +0.0% | $12.7M |
| GSKGsk PLC | 6.5% | — | $12.3M |
| NVONovo-Nordisk A S | 6.5% | +0.0% | $12.3M |
| NVSNovartis AG | 5.5% | +0.0% | $10.5M |
| STMStmicroelectronics N V Ny Registry | 5.0% | +0.0% | $9.4M |
| BTIBritish Amern Tob PLC | 3.1% | +0.0% | $5.9M |
| DEODiageo PLC | 1.4% | +0.0% | $2.6M |
| ULUnilever PLC | 1.2% | — | $2.2M |
| ERICEricsson | 1.2% | -0.7% | $2.2M |
| FROFrontline PLC | 1.2% | +0.0% | $2.2M |
| ASMLAsml Hldg NV | 0.8% | +0.0% | $1.4M |
| MTArcelormittal | 0.6% | +0.0% | $1.2M |
| SAPGFSap SE | 0.5% | +0.0% | $1.0M |
| LOGILogitech Intl S A | 0.5% | +0.0% | $918K |
| STLAStellantis N.v | 0.5% | +0.0% | $864K |
| SHELShell PLC | 0.4% | +0.0% | $771K |
| QGENQiagen NV | 0.4% | — | $706K |
| EQNREquinor Asa | 0.4% | +0.0% | $691K |
| MIAXMiami Intl Hldgs Inc | 0.3% | +0.0% | $564K |
| ARGNFArgenx SE | 0.2% | +0.0% | $464K |
| WDSWoodside Energy Group Ltd | 0.2% | +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.
| 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.