Hauser Brothers GmbH

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Hauser Brothers GmbH reported 4 stock positions worth $71.4 million. Its top holding was Tfi International (TFII) at 49.8% of the portfolio, followed by Warner Bros Discovery (WBD, 23.9%) and Builders Firstsource (BLDR, 14.5%). Compared with Q4 2025, it added to 1 and reduced 2. The biggest buy was Tfi International (TFII, shares +1%) and the biggest sale Warner Bros Discovery (WBD, shares −80%).

Most Recent 13F
Q2 2026
Location
FREIBURG IM BREISGAU, 2M
CIK
0001508236
Portfolio Value
$71.4M (Q1 2026)
SEC Filing
0001508236-26-000003 ↗ filed May 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 Q4 2025 Q1 2026: $71.4M $71.4M Q1 2026 Q2 2026: $83.0M Q2 2026

Holdings 4 stocks · $71.4M
TFII Tfi International Inc. filed as TRANSFORCE INC 49.76% 326,900 $35.5M Add +1.5%
WBD Warner Bros Discovery Inc. 23.86% 620,000 $17.0M Reduce -79.7%
BLDR Builders Firstsource Inc. 14.48% 125,500 $10.3M No change
UNFI United Natural Foods Inc. 11.90% 188,500 $8.5M Reduce -2.3%

Portfolio Sells Q4 2025 → Q1 2026
WBD Warner Bros Discovery Inc. Reduce -79.7% 23.86% −38.67
UNFI United Natural Foods Inc. Reduce -2.3% 11.90% +7.28

Portfolio Buys Q4 2025 → Q1 2026
TFII Tfi International Inc. Add +1.5% 49.76% +26.09

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