Baillie Gifford & Co’s TFI International TFII Stock Holding History

Baillie Gifford & Co’s Portfolio TFII Stock Details TFII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$82.3M	Sell	572,278 -324,030	-36%	-$45.7M	0.07%	145
2026 Q1	$97.3M	Sell	896,308 -133,563	-13%	-$14.9M	0.1%	121
2025 Q4	$107M	Buy	1,029,871 +10,693	+1%	+$995K	0.09%	124
2025 Q3	$89.7M	Sell	1,019,178 -31,911	-3%	-$2.92M	0.07%	133
2025 Q2	$94.2M	Sell	1,051,089 -15,661	-1%	-$1.32M	0.07%	132
2025 Q1	$82.6M	Sell	1,066,750 -33,691	-3%	-$3.73M	0.07%	127
2024 Q4	$149M	Buy	+1,100,441	New	+$157M	0.11%	115

Other funds holding TFII

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return

Baillie Gifford & Co's TFII Position: Q2 2026 in Review

Baillie Gifford & Co reduced its TFI International (TFII) stake by 36% in Q2 2026, selling an estimated $45.7M and leaving 572,278 shares worth $82.3M. The position accounts for 0.07% of the portfolio, ranked #145.

Baillie Gifford & Co first reported a position in TFII in Q4 2024 and has held it in 7 quarters since. The position peaked at $149M in Q4 2024. 292 funds tracked by Wall St. Rank hold TFII as of Q2 2026.

Baillie Gifford & Co held 572,278 shares of TFI International worth $82.3M as of Q2 2026.
Baillie Gifford & Co sold 324,030 TFI International shares in Q2 2026, an estimated $45.7M.
TFI International made up 0.07% of Baillie Gifford & Co's portfolio in Q2 2026, its #145 holding.
Baillie Gifford & Co first reported a position in TFI International in Q4 2024 and has held it in 7 quarters since.
Baillie Gifford & Co's TFI International position peaked at $149M in Q4 2024.
292 funds tracked by Wall St. Rank held TFI International as of Q2 2026.

Based on Baillie Gifford & Co's 13F filing for Q2 2026, filed 6 Aug 2026.