Actually, I'd bet on just random theft from obviously absurdly rich people staying in the Alps over the holidays. If this were industrial theft, I would have gotten in/out faster (without going for wallets). Also I don't think the kind of professional thief you'd engage to do an industrial theft would want to risk robbing a house full of people unless there were no better options.

The question is what does the first level fence do once he receives this -- he'll search on google and see what it is, and it will be obviously impossible to sell. He could try to fence it to a competitor for industrial espionage, unless he had existing contacts at Red's competitors (who? Sony?), they'd probably refuse or contact the police.

The safest bet is probably to destroy it, unfortunately.