StockDriftsStockDriftsTop 25 Salt Holding CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOD | VODAFONE GROUP PLC | 26.77% | 3.82M | $50.5M | +0.00%(+0) | $10.09(+60.81%) | 2026-06-30 | |
| RACE | FERRARI N V | 13.17% | 66.8K | $24.9M | +0.00%(+0) | $433.07(-4.80%) | 2026-06-30 | |
| AZN | ASTRAZENECA PLC | 9.37% | 93.3K | $17.7M | +0.00%(+0) | $166.36(-5.48%) | 2026-06-30 | |
| NOK | NOKIA CORP | 7.56% | 1.08M | $14.3M | +0.00%(+0) | $5.64(+87.23%) | 2026-06-30 | |
| BUD | ANHEUSER BUSCH INBEV SA NV | 6.73% | 154.2K | $12.7M | +0.00%(+0) | $64.03(+25.29%) | 2026-06-30 | |
| GSK | GSK PLC | 6.54% | 235.5K | $12.3M | new | $47.04(+7.24%) | 2026-06-30 | |
| NVO | NOVO-NORDISK A S | 6.51% | 256.1K | $12.3M | +0.00%(+0) | $48.88(-4.41%) | 2026-06-30 | |
| NVS | NOVARTIS AG | 5.55% | 66.8K | $10.5M | +0.00%(+0) | $145.31(+4.41%) | 2026-06-30 | |
| STM | STMICROELECTRONICS N V | 5% | 125.9K | $9.4M | +0.00%(+0) | $27.85(+93.58%) | 2026-06-30 | |
| BTI | BRITISH AMERN TOB PLC | 3.13% | 95.6K | $5.9M | +0.00%(+0) | $53.12(+7.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.71% |
| Top 20 Holdings Unweighted | — | — | — | — | +53.60% |
Salt Holding CORP reports $188.75M in US-listed equity holdings across 25 positions in its most recent 13F filing. Its largest disclosed positions are VOD (26.8%), RACE (13.2%) and AZN (9.4%). The top 20 holdings account for 98.5% of reported assets. Its disclosed equity book has returned +32.71% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Salt Holding CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1996109). View Salt Holding CORP’s 13F filings on SEC