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Livermore
Livermore
ZHEN

SALT Holding Corp.

SEC CIK
0001996109
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
19
+6 vs. Q3 2025
Portfolio value
$126.7M
+$47.5M (+60.0%) vs. Q3 2025
Filed
Feb 17, 2026
SEC
Holdings of SALT Holding Corp. in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
VODVodafone Group Public Ltd CoADR3,821,000$50.5M39.8%00.0%UnchangedHistory
RACEFerrari N.V.COM66,772$24.7M19.5%+24,272+57.1%AddedHistory
AZNAstraZeneca PLCSPONSORED ADR186,500$17.1M13.5%+169,300+984.3%AddedHistory
BUDAnheuser-Busch InBev SA/NVADR114,415$7.33M5.8%+51,815+82.8%AddedHistory
NOKNokia CorpSPONSORED ADR1,075,200$6.96M5.5%+1,075,200NewHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR95,589$5.41M4.3%+95,589NewHistory
DEODiageo PLCSPON ADR NEW31,855$2.75M2.2%00.0%UnchangedHistory
STMSTMicroelectronics N.V.NY REGISTRY75,900$1.97M1.6%00.0%UnchangedHistory
ERICEricsson LM Telephone CoADR B SEK 10200,000$1.93M1.5%+200,000NewHistory
STLAStellantis N.V.SHS150,493$1.64M1.3%+150,493NewHistory
SAPSAP SEADR6,232$1.51M1.2%+6,232NewHistory
LOGILogitech International S.A.SHS9,763$978.4K0.8%00.0%UnchangedHistory
MTArcelorMittalNY REGISTRY SH19,700$897.7K0.7%00.0%UnchangedHistory
SHELShell plcADR9,938$730.2K0.6%+9,938NewHistory
MIAXMiami International Holdings, Inc.COM15,173$673.4K0.5%00.0%UnchangedHistory
EQNREquinor ASASPONSORED ADR22,000$519.9K0.4%+1,864+9.3%AddedHistory
ARGXArgenx SESPONSORED ADR500$420.5K0.3%00.0%UnchangedHistory
WDSWoodside Energy Group LtdADR23,908$372.7K0.3%−5,308−18.2%ReducedHistory
FROFrontline plcCOM15,200$331.7K0.3%+200+1.3%AddedHistory

Options (2)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of SALT Holding Corp. in Q4 2025
SecurityClassPutsCalls
STMSTMicroelectronics N.V.NY REGISTRY–$1.30M
FROFrontline plcCOM–$1.04M