Balyasny Asset Management
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Balyasny Asset Management’s TFI International TFII Stock Holding History

Balyasny Asset Management’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
Q1 		$4.33M Buy
+39,863
New +$4.46M 0.01% 1422
2025
Q4 		– Sell
-179,091
Closed -$15.8M – 3551
2025
Q3 		$15.8M Sell
179,091
-121,046
-40% -$11.1M 0.02% 821
2025
Q2 		$26.9M Buy
300,137
+63,053
+27% +$5.33M 0.04% 547
2025
Q1 		$18.4M Buy
+237,084
New +$26.2M 0.03% 634
2024
Q4 		– Sell
-18,183
Closed -$2.49M – 3256
2024
Q3 		$2.49M Sell
18,183
-133,618
-88% -$19.7M ﹤0.01% 1586
2024
Q2 		$22M Buy
151,801
+104,981
+224% +$14.8M 0.04% 572
2024
Q1 		$7.47M Buy
+46,820
New +$6.7M 0.01% 1060
2023
Q4 		– Sell
-254,729
Closed -$32.7M – 2898
2023
Q3 		$32.7M Buy
254,729
+174,841
+219% +$22.2M 0.07% 395
2023
Q2 		$9.1M Buy
+79,888
New +$8.77M 0.02% 833
2023
Q1 		– Sell
-365,553
Closed -$36.6M – 3146
2022
Q4 		$36.6M Buy
+365,553
New +$36.5M 0.1% 257
2022
Q3 		– Sell
-37,166
Closed -$2.98M – 3261
2022
Q2 		$2.98M Sell
37,166
-146,044
-80% -$11.9M 0.01% 1184
2022
Q1 		$20M Buy
183,210
+178,635
+3,905% +$18.2M 0.06% 417
2021
Q4 		$513K Sell
4,575
-42,559
-90% -$4.63M ﹤0.01% 1611
2021
Q3 		$4.82M Buy
47,134
+33,009
+234% +$3.53M 0.02% 836
2021
Q2 		$1.29M Buy
14,125
+10,952
+345% +$954K 0.01% 1175
2021
Q1 		$238K Sell
3,173
-71,194
-96% -$4.84M ﹤0.01% 1554
2020
Q4 		$3.83M Sell
74,367
-78,467
-51% -$3.9M 0.02% 726
2020
Q3 		$6.39M Sell
152,834
-392,087
-72% -$16.5M 0.05% 522
2020
Q2 		$19.3M Buy
544,921
+253,690
+87% +$7.21M 0.17% 183
2020
Q1 		$6.43M Buy
+291,231
New +$7.86M 0.08% 343

Other funds holding TFII

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Balyasny Asset Management's TFII Position: Q1 2026 in Review

Balyasny Asset Management opened a new position in TFI International (TFII) in Q1 2026: 39,863 shares worth $4.33M. The stake represents 0.01% of the portfolio and ranks #1422 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in TFII as recently as Q3 2025.

Balyasny Asset Management first reported a position in TFII in Q1 2020 and has held it in 20 quarters since. The position peaked at $36.6M in Q4 2022. 250 funds tracked by Wall St. Rank hold TFII as of Q1 2026.

  • Balyasny Asset Management held 39,863 shares of TFI International worth $4.33M as of Q1 2026.
  • TFI International was a new Balyasny Asset Management position in Q1 2026.
  • TFI International made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1422 holding.
  • Balyasny Asset Management first reported a position in TFI International in Q1 2020 and has held it in 20 quarters since.
  • Balyasny Asset Management's TFI International position peaked at $36.6M in Q4 2022.
  • 250 funds tracked by Wall St. Rank held TFI International as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.