Hauser Brothers GmbH

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), Hauser Brothers GmbH reported 10 stock positions worth $121.3 million. Its top holding was Xpo (XPO) at 31.7% of the portfolio, followed by Tfi International (TFII, 19.8%) and Wesco International (WCC, 16.8%). Compared with Q1 2024, it added to 6 and reduced 3. The biggest buy was Warner Bros Discovery (WBD, shares +693%) and the biggest sale Wesco International (WCC, shares −17%).

Most Recent 13F
Q2 2026
Location
FREIBURG IM BREISGAU, 2M
CIK
0001508236
Portfolio Value
$121.3M (Q2 2024)
SEC Filing
0001508236-24-000006 ↗ filed Aug 5, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $136.1M Q1 2024 Q2 2024: $121.3M $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 · $121.3M
XPO Xpo Inc. 31.68% 362,100 $38.4M Reduce -5.7%
TFII Tfi International Inc. 19.77% 165,228 $24.0M Reduce -0.8%
WCC Wesco International Inc. 16.81% 128,650 $20.4M Reduce -17.3%
UNFI United Natural Foods Inc. 9.79% 907,034 $11.9M Add +1.6%
BLDR Builders Firstsource Inc. 7.90% 69,300 $9.6M Add +12.9%
WBD Warner Bros Discovery Inc. 4.81% 785,000 $5.8M Add +692.9%
RXO Rxo Inc. 4.36% 202,100 $5.3M No change
FWRD Forward Air Corp. 2.20% 140,500 $2.7M Add +37.7%
VSTS Vestis Corp. 2.11% 209,500 $2.6M Add +8.0%
ALGT Allegiant Travel Co. 0.57% 13,700 $688K Add +35.6%

Portfolio Sells Q1 2024 → Q2 2024
WCC Wesco International Inc. Reduce -17.3% 16.81% −2.77
XPO Xpo Inc. Reduce -5.7% 31.68% −2.76
TFII Tfi International Inc. Reduce -0.8% 19.77% +0.25

Portfolio Buys Q1 2024 → Q2 2024
WBD Warner Bros Discovery Inc. Add +692.9% 4.81% +4.18
UNFI United Natural Foods Inc. Add +1.6% 9.79% +2.25
ALGT Allegiant Travel Co. Add +35.6% 0.57% +0.01
FWRD Forward Air Corp. Add +37.7% 2.20% −0.13
VSTS Vestis Corp. Add +8.0% 2.11% −0.63
BLDR Builders Firstsource Inc. Add +12.9% 7.90% −1.50

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