13F HOLDINGS REPORT
Hauser Brothers GmbH
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001508236-25-000003
Total Value
$105.0M
Positions
8
Other Managers
1
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WARNER BROS DISCOVERY INC | WBD | 2,210,000 | $23.7M | 22.59% |
| 2 | TFI INTL INC | 87241L109 | 283,200 | $21.9M | 20.89% |
| 3 | XPO INC | XPO | 189,600 | $20.4M | 19.43% |
| 4 | BUILDERS FIRSTSOURCE INC | BLDR | 115,900 | $14.5M | 13.79% |
| 5 | UNITED NAT FOODS INC | UNTCW | 393,100 | $10.8M | 10.26% |
| 6 | WESCO INTL INC | 95082P105 | 63,700 | $9.9M | 9.42% |
| 7 | RXO INC | RXO | 119,100 | $2.3M | 2.17% |
| 8 | QXO INC | QXO-PB | 113,000 | $1.5M | 1.46% |