Hauser Brothers GmbH

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 17, 2026), Hauser Brothers GmbH reported 4 stock positions worth $83.0 million. Its top holding was Tfi International (TFII) at 54.7% of the portfolio, followed by Warner Bros Discovery (WBD, 19.3%) and Builders Firstsource (BLDR, 13.9%). Compared with Q1 2026, it added to 2 and reduced 2. The biggest buy was United Natural Foods (UNFI, shares +17%) and the biggest sale Warner Bros Discovery (WBD, shares −3%).

Most Recent 13F
Q2 2026
Location
FREIBURG IM BREISGAU, 2M
CIK
0001508236
Portfolio Value
$83.0M (Q2 2026)
SEC Filing
0001508236-26-000005 ↗ filed Aug 17, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $136.1M Q1 2024 Q2 2024: $121.3M Q2 2024 Q3 2024: $130.2M Q3 2024 Q4 2024: $139.8M Q4 2024 Q1 2025: $105.0M Q1 2025 Q2 2025: $100.5M Q2 2025 Q3 2025: $124.1M Q3 2025 Q4 2025: $140.7M Q4 2025 Q1 2026: $71.4M Q1 2026 Q2 2026: $83.0M $83.0M Q2 2026

Holdings 4 stocks · $83.0M
TFII Tfi International Inc. 54.71% 316,400 $45.4M Reduce -3.2%
WBD Warner Bros Discovery Inc. 19.26% 600,000 $16.0M Reduce -3.2%
BLDR Builders Firstsource Inc. 13.89% 128,900 $11.5M Add +2.7%
UNFI United Natural Foods Inc. 12.14% 220,724 $10.1M Add +17.1%

Portfolio Sells Q1 2026 → Q2 2026
WBD Warner Bros Discovery Inc. Reduce -3.2% 19.26% −4.59
TFII Tfi International Inc. Reduce -3.2% 54.71% +4.94

Portfolio Buys Q1 2026 → Q2 2026
UNFI United Natural Foods Inc. Add +17.1% 12.14% +0.24
BLDR Builders Firstsource Inc. Add +2.7% 13.89% −0.59

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$83.0MTFII, WBD, BLDR, UNFI
Q1 2026 4$71.4MTFII, WBD, BLDR, UNFI
Q4 2025 4$140.7MWBD, TFII, BLDR, UNFI
Q3 2025 6$124.1MWBD, TFII, BLDR, UNFI, XPO
Q2 2025 7$100.5MTFII, WBD, BLDR, XPO, WCC
Q1 2025 8$105.0MWBD, TFII, XPO, BLDR, UNFI
Q4 2024 10$139.8MXPO, WBD, TFII, UNFI, BLDR
Q3 2024 10$130.2MXPO, TFII, WCC, UNFI, BLDR
Q2 2024 10$121.3MXPO, TFII, WCC, UNFI, BLDR
Q1 2024 10$136.1MXPO, WCC, TFII, BLDR, UNFI