13F HOLDINGS REPORT
Hauser Brothers GmbH
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001508236-24-000008
Total Value
$130.2M
Positions
10
Other Managers
1
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | XPO INC | XPO | 347,100 | $37.3M | 28.66% |
| 2 | TFI INTL INC | 87241L109 | 153,928 | $21.1M | 16.19% |
| 3 | WESCO INTL INC | 95082P105 | 120,700 | $20.3M | 15.57% |
| 4 | UNITED NAT FOODS INC | UNTCW | 912,034 | $15.3M | 11.78% |
| 5 | BUILDERS FIRSTSOURCE INC | BLDR | 75,900 | $14.7M | 11.30% |
| 6 | WARNER BROS DISCOVERY INC | WBD | 1,225,000 | $10.1M | 7.76% |
| 7 | RXO INC | RXO | 202,100 | $5.7M | 4.35% |
| 8 | VESTIS CORP | VSTS | 189,500 | $2.8M | 2.17% |
| 9 | QXO INC | QXO-PB | 99,985 | $1.6M | 1.21% |
| 10 | ALLEGIANT TRAVEL CO | ALGT | 23,700 | $1.3M | 1.00% |