Hauser Brothers GmbH
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Hauser Brothers GmbH reported 8 stock positions worth $105.0 million. Its top holding was Warner Bros Discovery (WBD) at 22.6% of the portfolio, followed by Tfi International (TFII, 20.9%) and Xpo (XPO, 19.4%). Compared with Q4 2024, it sold out of 2, added to 2 and reduced 5. The biggest buy was Tfi International (TFII, shares +79%) and the biggest sale Xpo (XPO, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- FREIBURG IM BREISGAU, 2M
- CIK
- 0001508236
- Portfolio Value
- $105.0M (Q1 2025)
- SEC Filing
- 0001508236-25-000003 ↗ filed May 14, 2025
Holdings Value
Holdings 8 stocks · $105.0M
| WBD Warner Bros Discovery Inc. | 22.59% | 2,210,000 | $23.7M | No change |
| TFII Tfi International Inc. | 20.89% | 283,200 | $21.9M | Add +79.1% |
| XPO Xpo Inc. | 19.43% | 189,600 | $20.4M | Reduce -24.9% |
| BLDR Builders Firstsource Inc. | 13.79% | 115,900 | $14.5M | Add +7.4% |
| UNFI United Natural Foods Inc. | 10.26% | 393,100 | $10.8M | Reduce -43.5% |
| WCC Wesco International Inc. | 9.42% | 63,700 | $9.9M | Reduce -18.2% |
| RXO Rxo Inc. | 2.17% | 119,100 | $2.3M | Reduce -9.2% |
| QXO Qxo Inc. | 1.46% | 113,000 | $1.5M | Reduce -54.8% |
Portfolio Sells Q4 2024 → Q1 2025
| XPO Xpo Inc. | Reduce -24.9% | 19.43% | −4.24 |
| UNFI United Natural Foods Inc. | Reduce -43.5% | 10.26% | −3.34 |
| ALGT Allegiant Travel Co. | Sold out | 0.00% | −2.73 |
| VSTS Vestis Corp. | Sold out | 0.00% | −1.82 |
| QXO Qxo Inc. | Reduce -54.8% | 1.46% | −1.39 |
| WCC Wesco International Inc. | Reduce -18.2% | 9.42% | −0.66 |
| RXO Rxo Inc. | Reduce -9.2% | 2.17% | −0.07 |
Portfolio Buys Q4 2024 → Q1 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $83.0M | TFII, WBD, BLDR, UNFI |
| Q1 2026 | 4 | $71.4M | TFII, WBD, BLDR, UNFI |
| Q4 2025 | 4 | $140.7M | WBD, TFII, BLDR, UNFI |
| Q3 2025 | 6 | $124.1M | WBD, TFII, BLDR, UNFI, XPO |
| Q2 2025 | 7 | $100.5M | TFII, WBD, BLDR, XPO, WCC |
| Q1 2025 | 8 | $105.0M | WBD, TFII, XPO, BLDR, UNFI |
| Q4 2024 | 10 | $139.8M | XPO, WBD, TFII, UNFI, BLDR |
| Q3 2024 | 10 | $130.2M | XPO, TFII, WCC, UNFI, BLDR |
| Q2 2024 | 10 | $121.3M | XPO, TFII, WCC, UNFI, BLDR |
| Q1 2024 | 10 | $136.1M | XPO, WCC, TFII, BLDR, UNFI |