Hauser Brothers GmbH

CIK: 0001508236SEC EDGAR →

Portfolio Value

$140.7M

Holdings

4

As of

Q4 2025

New Positions

0

Closed Positions

1

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	WBD WARNER BROS DISCOVERY INC	3,052,000	$88.0M	62.53%
2	TFII TFI INTL INC	322,200	$33.3M	23.67%
3	BLDR BUILDERS FIRSTSOURCE INC	125,500	$12.9M	9.18%
4	UNFI UNITED NAT FOODS INC	193,000	$6.5M	4.62%

Quarterly Changes

Top Buys

WBD↑ Increased

$31.8M

Top Sells

XPOCLOSED

$7.1M

WCCCLOSED

$7.0M

UNFI↓ Decreased

$3.7M

Closed Positions (2)

$7.1M · 55K shares

$7.0M · 33K shares

Sector Breakdown

Sector	# Holdings	Value	%
Communication Services	1	$88.0M	62.5%
Industrials	2	$46.2M	32.9%
Consumer Defensive	1	$6.5M	4.6%