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Hauser Brothers GmbH

SEC CIK
0001508236
Latest filing
Aug 17, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
6
−1 vs. Q2 2025
Portfolio value
$124.1M
+$23.6M (+23.4%) vs. Q2 2025
Filed
Nov 13, 2025
SEC
Holdings of Hauser Brothers GmbH in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
WBDWarner Bros. Discovery, Inc.Stock2,877,000$56.2M45.3%+476,000+19.8%AddedHistory
TFIITFI International Inc.COM322,200$28.4M22.9%+8,700+2.8%AddedHistory
BLDRBuilders FirstSource, Inc.Stock125,500$15.2M12.3%−16,948−11.9%ReducedHistory
UNFIUnited Natural Foods IncCOM269,900$10.2M8.2%−58,600−17.8%ReducedHistory
XPOXPO, Inc.COM55,300$7.15M5.8%−27,700−33.4%ReducedHistory
WCCWesco International IncCOM33,000$6.98M5.6%−20,200−38.0%ReducedHistory

Sold out since Q2 2025 (1)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Hauser Brothers GmbH sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
RXORXO, Inc.COMMON STOCK16,100$253.1K0.3%History