Q2 2025 · 13F-HR
Hauser Brothers GmbHholdings as filed
Filed 2025-08-11 · accession 0001508236-25-000007
$100.5M
Reported value
7
Positions
2025-06-30
Period end
The Brief · Hauser Brothers GmbH · Q2 2025
AI · grounded in 13F
Hauser Brothers GmbH established a new position in TFII worth $28.1M. The fund also initiated stakes in WBD for $27.5M and BLDR for $16.6M. Other new additions include XPO, WCC, and UNFI. Total assets under management stand at $100.5M across seven positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 87241L109 | TFII | TFI INTL INC | $28.1M | 28.0% | 313,500 | Common | SOLE |
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $27.5M | 27.4% | 2,401,000 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $16.6M | 16.5% | 142,448 | Common | SOLE |
| 983793100 | XPO | XPO INC | $10.5M | 10.4% | 83,000 | Common | SOLE |
| 95082P105 | WCC | WESCO INTL INC | $9.9M | 9.80% | 53,200 | Common | SOLE |
| 911163103 | UNFI | UNITED NAT FOODS INC | $7.7M | 7.62% | 328,500 | Common | SOLE |
| 74982T103 | RXO | RXO INC | $253,092 | 0.25% | 16,100 | 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.