Who are buying MACF shares31 Mar 2026 13:29
Hauser Brothers GmbH - A Germany-based investment management firm (likely founded around 2012/2015) that operates as an investment partnership. It focuses on value investing, with recent 13F filings (Q4 2025) indicating a portfolio focused on US equities, including major holdings in Warner Bros. Discovery Inc, TFI International Inc, and Builders FirstSource Inc.
The Observatory of Economic Complexity
The Observatory of Economic Complexity
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Key Aspects of Hauser Brothers GmbH (Based on 2025/2026 Reports):
Portfolio Strategy: Concentrated portfolio focused on value-driven investments.
Key Holdings (as of Q4 2025/early 2026):
Warner Bros. Discovery Inc (WBD): Largest holding (approx. 45% of portfolio).
TFI International Inc (TFII): Major holding (approx. 23% of portfolio).
Builders FirstSource Inc (BLDR): Significant holding.
United Natural Foods Inc (UNFI): Substantial holding, though trimmed in early 2026.
XPO Inc (XPO): Position significantly reduced in Q3/Q4 2025.
Total Managed Securities: Approx. $140.7 million (Q4 2025 13F filing).
Location: Kaiser-Joseph-Str. 254, Freiburg Im Breisgau, BW 79098, Germany.
Relationship to Hauser Family AG: Some regulatory filings indicate a connection to Hauser Family AG, also based in Freibur