Q3 2025 · 13F-HR
Hauser Brothers GmbHholdings as filed
Filed 2025-11-13 · accession 0001508236-25-000009
$124.1M
Reported value
6
Positions
2025-09-30
Period end
The Brief · Hauser Brothers GmbH · Q3 2025
AI · grounded in 13F
Hauser Brothers GmbH established its largest position in Warner Bros Discovery Inc WBD with a new investment of $56.19M. The fund also opened new positions in TFI Intl Inc TFII for $28.37M and Builders FirstSource Inc BLDR for $15.22M. Additional new entries include United Nat Foods Inc UNFI, XPO Inc XPO, and Wesco Intl Inc WCC.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $56.2M | 45.3% | 2,877,000 | Common | SOLE |
| 87241L109 | TFII | TFI INTL INC | $28.4M | 22.9% | 322,200 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $15.2M | 12.3% | 125,500 | Common | SOLE |
| 911163103 | UNFI | UNITED NAT FOODS INC | $10.2M | 8.18% | 269,900 | Common | SOLE |
| 983793100 | XPO | XPO INC | $7.1M | 5.76% | 55,300 | Common | SOLE |
| 95082P105 | WCC | WESCO INTL INC | $7.0M | 5.63% | 33,000 | 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.