StockDriftsStockDriftsTop 4 Hauser Brothers GMBH Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TFII | TFI INTL INC | 54.71% | 316.4K | $45.4M | -3.21%(-10.50K) | $116.27(+26.13%) | 2026-06-30 | |
| WBD | WARNER BROS DISCOVERY INC | 19.26% | 600.0K | $16.0M | -3.23%(-20.00K) | $10.80(+159.23%) | 2026-06-30 | |
| BLDR | BUILDERS FIRSTSOURCE INC | 13.89% | 128.9K | $11.5M | +2.71%(+3.40K) | $163.91(-55.76%) | 2026-06-30 | |
| UNFI | UNITED NAT FOODS INC | 12.14% | 220.7K | $10.1M | +17.09%(+32.22K) | $19.43(+149.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +100.03% |
| Top 20 Holdings Unweighted | — | — | — | — | +52.28% |
Hauser Brothers GMBH reports $83.04M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are TFII (54.7%), WBD (19.3%) and BLDR (13.9%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +100.03% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hauser Brothers GMBH’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1508236). View Hauser Brothers GMBH’s 13F filings on SEC