Hauser Brothers GmbH

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Hauser Brothers GmbH reported 10 stock positions worth $130.2 million. Its top holding was Xpo (XPO) at 28.7% of the portfolio, followed by Tfi International (TFII, 16.2%) and Wesco International (WCC, 15.6%). Compared with Q2 2024, it opened 1 new position, sold out of 1, added to 4 and reduced 4. The biggest buy was Builders Firstsource (BLDR, shares +10%) and the biggest sale Tfi International (TFII, shares −7%).

Most Recent 13F
Q2 2026
Location
FREIBURG IM BREISGAU, 2M
CIK
0001508236
Portfolio Value
$130.2M (Q3 2024)
SEC Filing
0001508236-24-000008 ↗ filed Nov 14, 2024

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 $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 · $130.2M
XPO Xpo Inc. 28.66% 347,100 $37.3M Reduce -4.1%
TFII Tfi International Inc. 16.19% 153,928 $21.1M Reduce -6.8%
WCC Wesco International Inc. 15.57% 120,700 $20.3M Reduce -6.2%
UNFI United Natural Foods Inc. 11.78% 912,034 $15.3M Add +0.6%
BLDR Builders Firstsource Inc. 11.30% 75,900 $14.7M Add +9.5%
WBD Warner Bros Discovery Inc. 7.76% 1,225,000 $10.1M Add +56.0%
RXO Rxo Inc. 4.35% 202,100 $5.7M No change
VSTS Vestis Corp. 2.17% 189,500 $2.8M Reduce -9.6%
QXO Qxo Inc. 1.21% 99,985 $1.6M New
ALGT Allegiant Travel Co. 1.00% 23,700 $1.3M Add +73.0%

Portfolio Sells Q2 2024 → Q3 2024
TFII Tfi International Inc. Reduce -6.8% 16.19% −3.58
XPO Xpo Inc. Reduce -4.1% 28.66% −3.01
FWRD Forward Air Corp. Sold out 0.00% −2.20
WCC Wesco International Inc. Reduce -6.2% 15.57% −1.23
VSTS Vestis Corp. Reduce -9.6% 2.17% +0.06

Portfolio Buys Q2 2024 → Q3 2024
BLDR Builders Firstsource Inc. Add +9.5% 11.30% +3.40
WBD Warner Bros Discovery Inc. Add +56.0% 7.76% +2.95
UNFI United Natural Foods Inc. Add +0.6% 11.78% +1.99
QXO Qxo Inc. New 1.21% +1.21
ALGT Allegiant Travel Co. Add +73.0% 1.00% +0.44

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