Q1 2025 · 13F-HR
Hauser Brothers GmbHholdings as filed
Filed 2025-05-14 · accession 0001508236-25-000003
$105.0M
Reported value
8
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $23.7M | 22.6% | 2,210,000 | Common | SOLE |
| 87241L109 | TFII | TFI INTL INC | $21.9M | 20.9% | 283,200 | Common | SOLE |
| 983793100 | XPO | XPO INC | $20.4M | 19.4% | 189,600 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $14.5M | 13.8% | 115,900 | Common | SOLE |
| 911163103 | UNFI | UNITED NAT FOODS INC | $10.8M | 10.3% | 393,100 | Common | SOLE |
| 95082P105 | WCC | WESCO INTL INC | $9.9M | 9.42% | 63,700 | Common | SOLE |
| 74982T103 | RXO | RXO INC | $2.3M | 2.17% | 119,100 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $1.5M | 1.46% | 113,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.