Bristol Gate Capital Partners’s TFI International TFII Stock Holding History

Bristol Gate Capital Partners’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	–	Sell	-6,940	Closed	-$718K	–	37
2025 Q4	$718K	Sell	6,940 -4,356	-39%	-$405K	0.04%	24
2025 Q3	$994K	Sell	11,296 -724	-6%	-$66.2K	0.06%	27
2025 Q2	$1.08M	Buy	12,020 +4,227	+54%	+$358K	0.06%	25
2025 Q1	$603K	Sell	7,793 -858	-10%	-$94.9K	0.03%	31
2024 Q4	$1.17M	Buy	+8,651	New	+$1.23M	0.06%	26

Other funds holding TFII

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bristol Gate Capital Partners's TFII Position: Q1 2026 in Review

Bristol Gate Capital Partners sold out of TFI International (TFII) in Q1 2026, closing a stake of 6,940 shares — an estimated $718K sold.

Bristol Gate Capital Partners first reported a position in TFII in Q4 2024 and held it in 5 quarters. The position peaked at $1.17M in Q4 2024. 250 funds tracked by Wall St. Rank hold TFII as of Q1 2026.

Bristol Gate Capital Partners reported no remaining TFI International position as of Q1 2026 after selling out during the quarter.
Bristol Gate Capital Partners sold 6,940 TFI International shares in Q1 2026, an estimated $718K.
Bristol Gate Capital Partners first reported a position in TFI International in Q4 2024 and held it in 5 quarters.
Bristol Gate Capital Partners's TFI International position peaked at $1.17M in Q4 2024.
250 funds tracked by Wall St. Rank held TFI International as of Q1 2026.

Based on Bristol Gate Capital Partners's 13F filing for Q1 2026, filed 12 May 2026.