SALT Holding Corp.
Top Portfolio Positions
23 positions ·
$165,482,074 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VOD |
Vodafone Group Public Ltd Co
Communication Services
|
3,821,000 | $57,391,420 | 34.68% | |
| RACE |
Ferrari N.V.
Consumer Cyclical
|
66,772 | $22,598,983 | 13.66% | |
| AZN |
Astrazeneca PLC
Healthcare
|
93,250 | $18,390,765 | 11.11% | |
| BUD |
Anheuser-Busch InBev SA/NV
Consumer Defensive
|
154,173 | $10,694,981 | 6.46% | |
| NVS |
Novartis AG
Healthcare
|
66,844 | $10,210,421 | 6.17% | |
| NVO |
Novo Nordisk A S
Healthcare
|
256,134 | $9,412,924 | 5.69% | |
| NOK |
Nokia Corp
Technology
|
1,075,200 | $8,644,608 | 5.22% | |
| STM |
STMicroelectronics N.V.
Technology
|
204,200 | $7,055,110 | 4.26% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
95,589 | $5,589,088 | 3.38% | |
| DEO |
Diageo PLC
Consumer Defensive
|
31,855 | $2,371,604 | 1.43% |
Portfolio Trend
Holdings in FRO
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,185,722 | 62,700 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,036,450 | 47,500 | Call | Other | 2026-02-17 | |
| 2025-12-31 | $331,664 | 15,200 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,087,083 | 47,700 | Call | Other | 2025-11-14 | |
| 2025-09-30 | $341,850 | 15,000 | Shares | Other | 2025-11-14 | |
| 2025-03-31 | $351,945 | 23,700 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $336,303 | 23,700 | Shares | Other | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||