HB

Hauser Brothers GmbH

13F
Hauser Brothers GmbH
Last update 2024-11-15 10 Stocks (1 new)
Value $130.00 Mil Turnover 5 %
Countries:
Top Holdings: XPO(28.66%)TFII(16.19%)WCC(15.57%)UNFI(11.78%)BLDR(11.30%)
Portfolio Report
Summary Stock Picks Current Portfolio
Hauser Brothers GmbH Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
XPO 		XPO Inc
347,100
37316.720
-4.14%
28.660
-1.31%
0.300
+16.73%
+3.46%
15775.948
Transportation
TFII 		TFI International Inc
153,928
21071.200
-6.84%
16.190
-1.35%
0.180
-2.99%
+0.18%
11457.112
Transportation
WCC 		WESCO International Inc
120,700
20275.190
-6.18%
15.570
-1.04%
0.250
+8.02%
+4.51%
9252.983
Industrial Distribution
UNFI 		United Natural Foods Inc
912,034
15340.410
+0.55%
11.780
+0.06%
1.520
+35.47%
+2.78%
1678.933
Retail - Defensive
BLDR 		Builders FirstSource Inc
75,900
14713.970
+9.52%
11.300
+0.98%
0.070
-21.54%
+7.98%
17751.858
Construction
WBD 		Warner Bros. Discovery Inc
1,225,000
10106.250
+56.05%
7.760
+2.79%
0.050
+28.98%
-7.99%
23869.296
Media - Diversified
RXO 		RXO Inc
202,100
5658.800
0%
4.350
0%
0.130
-15.81%
+4.74%
4016.536
Transportation
VSTS 		Vestis Corp
189,500
2823.550
-9.55%
2.170
-0.20%
0.140
+8.55%
+6.40%
2126.064
Business Services
QXO 		QXO Inc
99,985
1576.760
New Holding
1.210
+1.21%
0.020
-3.82%
-3.52%
6292.942
Software
ALGT 		Allegiant Travel Co
23,700
1304.920
+72.99%
1.000
+0.42%
0.130
+74.95%
+7.10%
1852.188
Transportation

Hauser Brothers GmbH's Historical Top Holdings Breakdowns

Hauser Brothers GmbH's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BLDR 		Builders FirstSource Inc2024-03-31New Buy
+9.41%
â—Ź
157.29 ($184.81) 211.12
$154.25
-16.54%
New holding
61,400
61,400
XPO 		XPO Inc2024-03-31Reduce
-4.96%
â—Ź
81.23 ($107.06) 127.97
$135.53
26.59%
Reduce -14.95%
384,100
-67,500
WBD 		Warner Bros. Discovery Inc2024-06-30Add
+4.20%
â—Ź
6.99 ($8.01) 8.79
$9.73
21.47%
Add 692.93%
785,000
686,000
WCC 		WESCO International Inc2024-06-30Reduce
-3.39%
â—Ź
152.52 ($170.23) 191.18
$188.83
10.93%
Reduce -17.29%
128,650
-26,900
WBD 		Warner Bros. Discovery Inc2024-09-30Add
+2.79%
â—Ź
6.71 ($7.81) 8.78
$9.73
24.58%
Add 56.05%
1,225,000
440,000
SNX 		TD Synnex Corp2024-03-31Sold Out
-2.36%
â—Ź
99.14 ($103.88) 116
$136.04
30.96%
Sold Out
0
-26,111
FWRD 		Forward Air Corp2024-03-31New Buy
+2.33%
â—Ź
26.6 ($41.84) 64.28
$34.14
-18.40%
New holding
102,014
102,014
FWRD 		Forward Air Corp2024-09-30Sold Out
-2.20%
â—Ź
18.65 ($28.38) 37.23
$34.14
20.30%
Sold Out
0
-140,500
XPO 		XPO Inc2024-06-30Reduce
-1.97%
â—Ź
102.37 ($112.11) 128.64
$135.53
20.89%
Reduce -5.73%
362,100
-22,000
ALGT 		Allegiant Travel Co2024-03-31Reduce
-1.92%
â—Ź
67.05 ($75.83) 82.16
$100.97
33.15%
Reduce -73.28%
10,100
-27,700

Hauser Brothers GmbH Total Holding History ($B)

To

Hauser Brothers GmbH's Asset Allocation

To

Hauser Brothers GmbH Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Hauser Brothers GmbH's Hypothetical Growth since 2024-09-30

Hauser Brothers GmbH's Yearly Returns

Year Portfolio % % Excess Gain %

Hauser Brothers GmbH's Holdings Heat Map

Size field:

Hauser Brothers GmbH's Holdings Bubble Chart

Hauser Brothers GmbH News

  • 1

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