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Hauser Brothers GMBH

CIK:0001508236
Asset Manager
$105M AUM
7 holdings
Freiburg im Breisgau, Germany
Founded:2010
Latest filing:Jun 30, 2025

Hauser Brothers GmbH is an institutional investment manager based in Freiburg im Breisgau, Germany. The firm files 13F reports with the SEC and manages a U.S. equities portfolio, disclosing holdings and activity in publicly traded securities. As of March 31, 2025, the firm managed approximately $105 million in reportable U.S. securities, but it does not publicly disclose a website or detailed corporate information. Their operations indicate a cross-border asset management capacity, likely serving institutional and high-net-worth clients, though the founding year and employee count are not publicly available.

Investment Strategy

Hauser Brothers GmbH primarily invests in publicly-traded securities, holding a concentrated portfolio of U.S. and international equities as documented in its periodic 13F SEC filings. The firm actively manages its holdings with periodic rebalancing, reflecting moderate turnover in portfolio composition and a focus on sectors like transportation, building products, and consumer goods. There is no indication of venture capital, private equity, or alternative investment strategy; the approach appears to be direct equity ownership of established public companies.

Top Buys
X
XPOXPO INC
-$9.9M
T
TFIITFI INTL INC
+$6.2M
W
WBDWARNER BROS DISCOVERY INC
+$3.8M
U
UNFIUNITED NAT FOODS INC
-$3.1M
B
BLDRBUILDERS FIRSTSOURCE INC
+$2.1M
Top Sells
X
XPOXPO INC
-$9.9M
T
TFIITFI INTL INC
+$6.2M
W
WBDWARNER BROS DISCOVERY INC
+$3.8M
U
UNFIUNITED NAT FOODS INC
-$3.1M
B
BLDRBUILDERS FIRSTSOURCE INC
+$2.1M

Top Holdings

T
TFIITFI INTL INC
+28.0%$28.1M
W
WBDWARNER BROS DISCOVERY INC
+27.4%$27.5M
B
BLDRBUILDERS FIRSTSOURCE INC
+16.5%$16.6M
X
XPOXPO INC
+10.4%$10.5M
W
WCCWESCO INTL INC
+9.8%$9.9M

Equity Positions (7)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
T
TFII
TFI INTL INC27.97%$28.1M313,500$108.14$89.67+$6.2M
W
WBD
WARNER BROS DISCOVERY INC27.38%$27.5M2,401,000$9.15$11.46+$3.8M
B
BLDR
BUILDERS FIRSTSOURCE INC16.54%$16.6M142,448$165.82$116.69+$2.1M
X
XPO
XPO INC10.43%$10.5M83,000$87.59$126.29-$9.9M
W
WCC
WESCO INTL INC9.80%$9.9M53,200$173.92$185.20-$40.0K

Industry Allocation

TRUCKING & COURIER SERVICES (NO AIR)
+28.0%
CABLE & OTHER PAY TELEVISION SERVICES
+27.4%
RETAIL-LUMBER & OTHER BUILDING MATERIALS DEALERS
+16.5%
TRANSPORTATION SERVICES
+10.7%
WHOLESALE-ELECTRICAL APPARATUS & EQUIPMENT, WIRING SUPPLIES
+9.8%