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Hauser Brothers GmbH

SEC CIK
0001508236
Latest filing
Aug 17, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 11, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
7
−1 vs. Q1 2025
Portfolio value
$100.5M
−$4.49M (−4.3%) vs. Q1 2025
Filed
Aug 11, 2025
SEC
Holdings of Hauser Brothers GmbH in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
TFIITFI International Inc.COM313,500$28.1M28.0%+30,300+10.7%AddedHistory
WBDWarner Bros. Discovery, Inc.Stock2,401,000$27.5M27.4%+191,000+8.6%AddedHistory
BLDRBuilders FirstSource, Inc.Stock142,448$16.6M16.5%+26,548+22.9%AddedHistory
XPOXPO, Inc.COM83,000$10.5M10.4%−106,600−56.2%ReducedHistory
WCCWesco International IncCOM53,200$9.85M9.8%−10,500−16.5%ReducedHistory
UNFIUnited Natural Foods IncCOM328,500$7.66M7.6%−64,600−16.4%ReducedHistory
RXORXO, Inc.COMMON STOCK16,100$253.1K0.3%−103,000−86.5%ReducedHistory

Sold out since Q1 2025 (1)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Hauser Brothers GmbH sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
QXOQXO, Inc.COM NEW113,000$1.53M1.5%History