Hauser Brothers GmbH
FREIBURG IM BREISGAU, 2M
$83m in 4 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 5.2% of the portfolio this quarter.
Value
$83m
Stocks
4
Top 10 share
100.0%
Turnover
5.2%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Builders FirstSourceBLDR13.9% of the fund+3%
- United Natural FoodsUNFI12.1% of the fund+17%
Cut
Sold some of their stake.
- TFI InternationalTFII54.7% of the fund-3%
- Warner Bros. DiscoveryWBD19.3% of the fund-3%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- TFI InternationalTFII
- Share
- 54.7%
- Value
- $45m
- Shares
- 316,400
-3%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| TFI InternationalTFII | 54.7% | $45m | 316,400 | -3% |
| Warner Bros. DiscoveryWBD | 19.3% | $16m | 600,000 | -3% |
| Builders FirstSourceBLDR | 13.9% | $12m | 128,900 | +3% |
| United Natural FoodsUNFI | 12.1% | $10m | 220,724 | +17% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 17.4% since 30 June 2025.
Where the money is
Industrials54.7%
Media & telecom19.3%
Retail & consumer13.9%
Everyday goods12.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.