2026 Q2 Portfolio Activity
In 2026 Q2, Hauser Brothers GmbH maintained a portfolio of 4 distinct positions. They heavily accumulated shares in UNITED NAT FOODS INC, increasing the position by 17.1%.
Position History
hover any row below to update
Loading…
Total Positions
4
Quarter
2026 Q2
Top Holding
TFII (54.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
Hauser Brothers GmbH Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TFII
TFI INTL INC
|
Industrials | 54.71% | 49.76% |
#1
Prev: #1
|
6.5 |
—
|
-10,500 | -3.2% |
P
S
|
316,400 | $45,425,548 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
WBD
WARNER BROS DIS...
|
Communication Services | 19.26% | 23.86% |
#2
Prev: #2
|
6.0 |
—
|
-20,000 | -3.2% |
P
S
|
600,000 | $15,996,000 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
BLDR
BUILDERS FIRSTS...
|
Industrials | 13.89% | 14.48% |
#3
Prev: #3
|
5.5 |
—
|
3,400 | 2.7% |
P
S
|
128,900 | $11,533,972 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
UNFI
UNITED NAT FOOD...
|
Consumer Defensive | 12.14% | 11.90% |
#4
Prev: #4
|
6.5 |
—
|
32,224 | 17.1% |
P
S
|
220,724 | $10,080,465 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 |
Showing 1-4 of 4 holdings