Hauser Brothers GmbH
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Hauser Brothers GmbH reported 6 stock positions worth $124.1 million. Its top holding was Warner Bros Discovery (WBD) at 45.3% of the portfolio, followed by Tfi International (TFII, 22.9%) and Builders Firstsource (BLDR, 12.3%). Compared with Q2 2025, it sold out of 1, added to 2 and reduced 4. The biggest buy was Warner Bros Discovery (WBD, shares +20%) and the biggest sale Xpo (XPO, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- FREIBURG IM BREISGAU, 2M
- CIK
- 0001508236
- Portfolio Value
- $124.1M (Q3 2025)
- SEC Filing
- 0001508236-25-000009 ↗ filed Nov 13, 2025
Holdings Value
Holdings 6 stocks · $124.1M
| WBD Warner Bros Discovery Inc. | 45.29% | 2,877,000 | $56.2M | Add +19.8% |
| TFII Tfi International Inc. | 22.87% | 322,200 | $28.4M | Add +2.8% |
| BLDR Builders Firstsource Inc. | 12.27% | 125,500 | $15.2M | Reduce -11.9% |
| UNFI United Natural Foods Inc. | 8.18% | 269,900 | $10.2M | Reduce -17.8% |
| XPO Xpo Inc. | 5.76% | 55,300 | $7.1M | Reduce -33.4% |
| WCC Wesco International Inc. | 5.63% | 33,000 | $7.0M | Reduce -38.0% |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 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 |