Candelo Capital Management’s TFI International TFII Stock Holding History

Candelo Capital 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 Q2	$4.92M	Buy	+34,253	New	+$4.84M	3.03%	15
2024 Q4	–	Sell	-34,620	Closed	-$4.74M	–	52
2024 Q3	$4.74M	Sell	34,620 -19,187	-36%	-$2.83M	2.65%	21
2024 Q2	$7.81M	Buy	53,807 +6,502	+14%	+$918K	5.26%	7
2024 Q1	$7.54M	Sell	47,305 -16,196	-26%	-$2.32M	4.62%	7
2023 Q4	$8.63M	Buy	+63,501	New	+$7.52M	6.77%	4

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

Candelo Capital Management's TFII Position: Q2 2026 in Review

Candelo Capital Management opened a new position in TFI International (TFII) in Q2 2026: 34,253 shares worth $4.92M. The stake represents 3.03% of the portfolio and ranks #15 among its holdings. This is a return to the name: Candelo Capital Management previously reported a position in TFII as recently as Q3 2024.

Candelo Capital Management first reported a position in TFII in Q4 2023 and has held it in 5 quarters since. The position peaked at $8.63M in Q4 2023. 293 funds tracked by Wall St. Rank hold TFII as of Q2 2026.

Candelo Capital Management held 34,253 shares of TFI International worth $4.92M as of Q2 2026.
TFI International was a new Candelo Capital Management position in Q2 2026.
TFI International made up 3.03% of Candelo Capital Management's portfolio in Q2 2026, its #15 holding.
Candelo Capital Management first reported a position in TFI International in Q4 2023 and has held it in 5 quarters since.
Candelo Capital Management's TFI International position peaked at $8.63M in Q4 2023.
293 funds tracked by Wall St. Rank held TFI International as of Q2 2026.

Based on Candelo Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.