Grantham, Mayo, Van Otterloo & Co (GMO)’s TFI International TFII Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	$2.97M	Sell	20,688 -26,874	-57%	-$3.79M	0.01%	390
2026 Q1	$5.17M	Sell	47,562 -1,440	-3%	-$161K	0.01%	321
2025 Q4	$5.06M	Buy	49,002 +35,452	+262%	+$3.3M	0.01%	310
2025 Q3	$1.19M	Buy	13,550 +350	+3%	+$32K	﹤0.01%	454
2025 Q2	$1.18M	Buy	13,200 +10,209	+341%	+$864K	﹤0.01%	449
2025 Q1	$232K	Sell	2,991 -11,516	-79%	-$1.27M	﹤0.01%	589
2024 Q4	$1.96M	Buy	+14,507	New	+$2.07M	0.01%	376
2021 Q2	–	Sell	-19,300	Closed	-$1.45M	–	842
2021 Q1	$1.45M	Sell	19,300 -95,000	-83%	-$6.45M	0.01%	529
2020 Q4	$5.88M	Buy	114,300 +42,300	+59%	+$2.1M	0.04%	271
2020 Q3	$3M	Buy	+72,000	New	+$3.03M	0.02%	337

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s TFII Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) reduced its TFI International (TFII) stake by 57% in Q2 2026, selling an estimated $3.79M and leaving 20,688 shares worth $2.97M. The position accounts for 0.01% of the portfolio, ranked #390.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in TFII in Q3 2020 and has held it in 10 quarters since. The position peaked at $5.88M in Q4 2020. 292 funds tracked by Wall St. Rank hold TFII as of Q2 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 20,688 shares of TFI International worth $2.97M as of Q2 2026.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 26,874 TFI International shares in Q2 2026, an estimated $3.79M.
TFI International made up 0.01% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #390 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in TFI International in Q3 2020 and has held it in 10 quarters since.
Grantham, Mayo, Van Otterloo & Co (GMO)'s TFI International position peaked at $5.88M in Q4 2020.
292 funds tracked by Wall St. Rank held TFI International as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.