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13F holdings · Q2 2026

Hauser Brothers GmbH

Freiburg IM Breisgau, 2M · files as Hauser Brothers GmbH
Holdings as of Jun 30, 2026Filed Aug 17, 2026Next filing due Nov 16, 2026CIK 1508236

Hauser Brothers GmbH reported 4 stocks worth $83M in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are TFII (54.7%), Warner Bros Discovery in (19.3%) and BLDR (13.9%). Compared with Q1 2026, the fund added to BLDR and UNFI and trimmed TFII.

Reported value$83M+16.4% vs last quarter
Stocks held40 new · 0 sold out
Top 5 weight100.0%very concentrated
Turnover5%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
TFII
Tfi Intl Inc
$45.4M54.7%316K−11K (−3%)8 of 8
2
WARNER BROS DISCOVERY IN
$16M19.3%600K−20K (−3%)8 of 8
3
BLDR
Builders Firstsource Inc
$11.5M13.9%129K+3,400 (+3%)8 of 8
4
UNFI
United Nat Foods Inc
$10.1M12.1%221K+32K (+17%)8 of 8

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters
$130MQ3 '24
$140MQ4 '24
$105MQ1 '25
$100MQ2 '25
$124MQ3 '25
$141MQ4 '25
$71.4MQ1 '26
$83MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 17, 202613F-HRQ2 2026SEC filing ↗

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Hauser Brothers GmbH 13F FAQ

What does Hauser Brothers GmbH own?

Hauser Brothers GmbH reported 4 stocks worth $83M in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are TFII (54.7%), Warner Bros Discovery in (19.3%) and BLDR (13.9%). The table above lists every position in the filing (the top 10 without an account).

What did Hauser Brothers GmbH buy and sell in Q2 2026?

Compared with Q1 2026: 0 new positions, 2 added to, 2 trimmed and 0 sold out.

When will Hauser Brothers GmbH file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Hauser Brothers GmbH's portfolio worth?

The Q2 2026 filing reports $83M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.