13F HOLDINGS REPORT
Hauser Brothers GmbH
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001508236-25-000001
Total Value
$139.8M
Positions
10
Other Managers
1
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | XPO INC | XPO | 252,300 | $33.1M | 23.67% |
| 2 | WARNER BROS DISCOVERY INC | WBD | 2,210,000 | $23.4M | 16.71% |
| 3 | TFI INTL INC | 87241L109 | 158,128 | $21.4M | 15.28% |
| 4 | UNITED NAT FOODS INC | UNTCW | 696,150 | $19.0M | 13.60% |
| 5 | BUILDERS FIRSTSOURCE INC | BLDR | 107,900 | $15.4M | 11.03% |
| 6 | WESCO INTL INC | 95082P105 | 77,900 | $14.1M | 10.08% |
| 7 | QXO INC | QXO-PB | 250,000 | $4.0M | 2.84% |
| 8 | ALLEGIANT TRAVEL CO | ALGT | 40,600 | $3.8M | 2.73% |
| 9 | RXO INC | RXO | 131,100 | $3.1M | 2.24% |
| 10 | VESTIS CORP | VSTS | 166,500 | $2.5M | 1.82% |