Hauser Brothers GmbH

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Hauser Brothers GmbH reported 10 stock positions worth $139.8 million. Its top holding was Xpo (XPO) at 23.7% of the portfolio, followed by Warner Bros Discovery (WBD, 16.7%) and Tfi International (TFII, 15.3%). Compared with Q3 2024, it added to 5 and reduced 5. The biggest buy was Warner Bros Discovery (WBD, shares +80%) and the biggest sale Wesco International (WCC, shares −35%).

Most Recent 13F
Q2 2026
Location
FREIBURG IM BREISGAU, 2M
CIK
0001508236
Portfolio Value
$139.8M (Q4 2024)
SEC Filing
0001508236-25-000001 ↗ filed Feb 14, 2025

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 $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 · $139.8M
XPO Xpo Inc. 23.67% 252,300 $33.1M Reduce -27.3%
WBD Warner Bros Discovery Inc. 16.71% 2,210,000 $23.4M Add +80.4%
TFII Tfi International Inc. 15.28% 158,128 $21.4M Add +2.7%
UNFI United Natural Foods Inc. 13.60% 696,150 $19.0M Reduce -23.7%
BLDR Builders Firstsource Inc. 11.03% 107,900 $15.4M Add +42.2%
WCC Wesco International Inc. 10.08% 77,900 $14.1M Reduce -35.5%
QXO Qxo Inc. 2.84% 250,000 $4.0M Add +150.0%
ALGT Allegiant Travel Co. 2.73% 40,600 $3.8M Add +71.3%
RXO Rxo Inc. 2.24% 131,100 $3.1M Reduce -35.1%
VSTS Vestis Corp. 1.82% 166,500 $2.5M Reduce -12.1%

Portfolio Sells Q3 2024 → Q4 2024
WCC Wesco International Inc. Reduce -35.5% 10.08% −5.49
XPO Xpo Inc. Reduce -27.3% 23.67% −4.99
RXO Rxo Inc. Reduce -35.1% 2.24% −2.11
VSTS Vestis Corp. Reduce -12.1% 1.82% −0.35
UNFI United Natural Foods Inc. Reduce -23.7% 13.60% +1.82

Portfolio Buys Q3 2024 → Q4 2024
WBD Warner Bros Discovery Inc. Add +80.4% 16.71% +8.95
ALGT Allegiant Travel Co. Add +71.3% 2.73% +1.73
QXO Qxo Inc. Add +150.0% 2.84% +1.63
BLDR Builders Firstsource Inc. Add +42.2% 11.03% −0.27
TFII Tfi International Inc. Add +2.7% 15.28% −0.91

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