Hauser Brothers GmbH
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Hauser Brothers GmbH reported 7 stock positions worth $100.5 million. Its top holding was Tfi International (TFII) at 28.0% of the portfolio, followed by Warner Bros Discovery (WBD, 27.4%) and Builders Firstsource (BLDR, 16.5%). Compared with Q1 2025, it sold out of 1, added to 3 and reduced 4. The biggest buy was Tfi International (TFII, shares +11%) and the biggest sale Xpo (XPO, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- FREIBURG IM BREISGAU, 2M
- CIK
- 0001508236
- Portfolio Value
- $100.5M (Q2 2025)
- SEC Filing
- 0001508236-25-000007 ↗ filed Aug 11, 2025
Holdings Value
Holdings 7 stocks · $100.5M
| TFII Tfi International Inc. | 27.97% | 313,500 | $28.1M | Add +10.7% |
| WBD Warner Bros Discovery Inc. | 27.38% | 2,401,000 | $27.5M | Add +8.6% |
| BLDR Builders Firstsource Inc. | 16.54% | 142,448 | $16.6M | Add +22.9% |
| XPO Xpo Inc. | 10.43% | 83,000 | $10.5M | Reduce -56.2% |
| WCC Wesco International Inc. | 9.80% | 53,200 | $9.9M | Reduce -16.5% |
| UNFI United Natural Foods Inc. | 7.62% | 328,500 | $7.7M | Reduce -16.4% |
| RXO Rxo Inc. | 0.25% | 16,100 | $253K | Reduce -86.5% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 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 |