Hauser Brothers GmbH

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Hauser Brothers GmbH reported 4 stock positions worth $140.7 million. Its top holding was Warner Bros Discovery (WBD) at 62.5% of the portfolio, followed by Tfi International (TFII, 23.7%) and Builders Firstsource (BLDR, 9.2%). Compared with Q3 2025, it sold out of 2, added to 1 and reduced 1. The biggest buy was Warner Bros Discovery (WBD, shares +6%) and the biggest sale an exit from Xpo (XPO).

Most Recent 13F
Q2 2026
Location
FREIBURG IM BREISGAU, 2M
CIK
0001508236
Portfolio Value
$140.7M (Q4 2025)
SEC Filing
0001508236-26-000001 ↗ filed Feb 13, 2026

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 Q4 2024 Q1 2025: $105.0M Q1 2025 Q2 2025: $100.5M Q2 2025 Q3 2025: $124.1M Q3 2025 Q4 2025: $140.7M $140.7M Q4 2025 Q1 2026: $71.4M Q1 2026 Q2 2026: $83.0M Q2 2026

Holdings 4 stocks · $140.7M
WBD Warner Bros Discovery Inc. 62.53% 3,052,000 $88.0M Add +6.1%
TFII Tfi International Inc. 23.67% 322,200 $33.3M No change
BLDR Builders Firstsource Inc. 9.18% 125,500 $12.9M No change
UNFI United Natural Foods Inc. 4.62% 193,000 $6.5M Reduce -28.5%

Portfolio Sells Q3 2025 → Q4 2025
XPO Xpo Inc. Sold out 0.00% −5.76
WCC Wesco International Inc. Sold out 0.00% −5.63
UNFI United Natural Foods Inc. Reduce -28.5% 4.62% −3.56

Portfolio Buys Q3 2025 → Q4 2025
WBD Warner Bros Discovery Inc. Add +6.1% 62.53% +17.24

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