Hauser Brothers GmbH — Q4 2025 13F-HR

← Hauser Brothers GmbH

Q4 2025 · 13F-HR

Hauser Brothers GmbHholdings as filed

Filed 2026-02-13 · accession 0001508236-26-000001

$140.7M

Reported value

Positions

2025-12-31

Period end

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The Brief · Hauser Brothers GmbH · Q4 2025

AI · grounded in 13F

Hauser Brothers GmbH closed its position in XPO, reducing its exposure by $7.1M. The fund also exited its holding in WCC for $6.9M and trimmed its stake in UNFI by 28.49%. Conversely, the fund accumulated more shares of WBD, increasing its position by 6.08%.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
934423104	WBD	WARNER BROS DISCOVERY INC	$88.0M	62.5%	3,052,000	Common	SOLE
87241L109	TFII	TFI INTL INC	$33.3M	23.7%	322,200	Common	SOLE
12008R107	BLDR	BUILDERS FIRSTSOURCE INC	$12.9M	9.18%	125,500	Common	SOLE
911163103	UNFI	UNITED NAT FOODS INC	$6.5M	4.62%	193,000	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.