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CDAM (UK)’s TFI International TFII Stock Holding History

CDAM (UK)’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 		$42.9M Sell
394,559
-7,576
-2% -$847K 9.51% 6
2025
Q4 		$41.6M Buy
402,135
+12,814
+3% +$1.19M 7.56% 9
2025
Q3 		$34.3M Sell
389,321
-10,344
-3% -$946K 6.18% 8
2025
Q2 		$35.8M Sell
399,665
-25,042
-6% -$2.12M 5.96% 10
2025
Q1 		$32.9M Buy
424,707
+43,605
+11% +$4.82M 5.32% 11
2024
Q4 		$51.5M Buy
381,102
+9,200
+2% +$1.31M 7.73% 9
2024
Q3 		$50.9M Sell
371,902
-39,410
-10% -$5.82M 7.52% 10
2024
Q2 		$59.7M Buy
411,312
+19,900
+5% +$2.81M 8.92% 9
2024
Q1 		$62.4M Buy
391,412
+9,500
+2% +$1.36M 7.76% 10
2023
Q4 		$51.9M Buy
381,912
+24,730
+7% +$2.93M 6.43% 10
2023
Q3 		$45.9M Sell
357,182
-111,100
-24% -$14.1M 6.94% 10
2023
Q2 		$53.4M Sell
468,282
-200
-0% -$22K 7.58% 10
2023
Q1 		$55.9M Sell
468,482
-20,500
-4% -$2.39M 8.18% 9
2022
Q4 		$49M Sell
488,982
-600
-0.1% -$59.9K 7.77% 8
2022
Q3 		$44.3M Buy
+489,582
New +$47.5M 7.25% 8

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

CDAM (UK)'s TFII Position: Q1 2026 in Review

CDAM (UK) reduced its TFI International (TFII) stake by 1.9% in Q1 2026, selling an estimated $847K and leaving 394,559 shares worth $42.9M. The position accounts for 9.51% of the portfolio, ranked #6.

CDAM (UK) first reported a position in TFII in Q3 2022 and has held it in 15 quarters since. The position peaked at $62.4M in Q1 2024. 250 funds tracked by Wall St. Rank hold TFII as of Q1 2026.

  • CDAM (UK) held 394,559 shares of TFI International worth $42.9M as of Q1 2026.
  • CDAM (UK) sold 7,576 TFI International shares in Q1 2026, an estimated $847K.
  • TFI International made up 9.51% of CDAM (UK)'s portfolio in Q1 2026, its #6 holding.
  • CDAM (UK) first reported a position in TFI International in Q3 2022 and has held it in 15 quarters since.
  • CDAM (UK)'s TFI International position peaked at $62.4M in Q1 2024.
  • 250 funds tracked by Wall St. Rank held TFI International as of Q1 2026.

Based on CDAM (UK)'s 13F filing for Q1 2026, filed 14 May 2026.