Hauser Brothers GmbH

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Hauser Brothers GmbH reported 10 stock positions worth $136.1 million. Its top holding was Xpo (XPO) at 34.4% of the portfolio, followed by Wesco International (WCC, 19.6%) and Tfi International (TFII, 19.5%). Compared with Q4 2023, it opened 3 new positions, sold out of 2, added to 3 and reduced 4. The biggest buy was a new position in Builders Firstsource (BLDR) and the biggest sale an exit from TD Synnex (SNX).

Most Recent 13F
Q2 2026
Location
FREIBURG IM BREISGAU, 2M
CIK
0001508236
Portfolio Value
$136.1M (Q1 2024)
SEC Filing
0001508236-24-000004 ↗ filed May 13, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $136.1M $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 Q2 2026

Holdings 10 stocks · $136.1M
XPO Xpo Inc. 34.44% 384,100 $46.9M Reduce -14.9%
WCC Wesco International Inc. 19.58% 155,550 $26.6M Add +2.6%
TFII Tfi International Inc. 19.52% 166,600 $26.6M Reduce -2.4%
BLDR Builders Firstsource Inc. 9.41% 61,400 $12.8M New
UNFI United Natural Foods Inc. 7.54% 892,849 $10.3M Add +9.3%
RXO Rxo Inc. 3.25% 202,100 $4.4M Reduce -15.5%
VSTS Vestis Corp. 2.75% 193,942 $3.7M Add +5.6%
FWRD Forward Air Corp. 2.33% 102,014 $3.2M New
WBD Warner Bros Discovery Inc. 0.64% 99,000 $864K New
ALGT Allegiant Travel Co. 0.56% 10,100 $760K Reduce -73.3%

Portfolio Sells Q4 2023 → Q1 2024
SNX TD Synnex Corp. Sold out 0.00% −2.36
ALGT Allegiant Travel Co. Reduce -73.3% 0.56% −2.06
RXO Rxo Inc. Reduce -15.5% 3.25% −1.42
CNXC Concentrix Corp. Sold out 0.00% −1.16
TFII Tfi International Inc. Reduce -2.4% 19.52% +0.05
XPO Xpo Inc. Reduce -14.9% 34.44% +1.24

Portfolio Buys Q4 2023 → Q1 2024
BLDR Builders Firstsource Inc. New 9.41% +9.41
FWRD Forward Air Corp. New 2.33% +2.33
WBD Warner Bros Discovery Inc. New 0.64% +0.64
VSTS Vestis Corp. Add +5.6% 2.75% −0.51
WCC Wesco International Inc. Add +2.6% 19.58% −2.55
UNFI United Natural Foods Inc. Add +9.3% 7.54% −3.59

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