Henshaw Capital’s TFI International TFII Stock Holding History

Henshaw Capital’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
2025 Q3	–	Sell	-2,661	Closed	-$239K	–	305
2025 Q2	$239K	Hold	2,661	–	–	0.01%	288
2025 Q1	$206K	Hold	2,661	–	–	0.01%	287
2024 Q4	$359K	Hold	2,661	–	–	0.02%	268
2024 Q3	$364K	Sell	2,661 -1,735	-39%	-$256K	0.02%	264
2024 Q2	$638K	Buy	4,396 +128	+3%	+$18.1K	0.03%	152
2024 Q1	$681K	Sell	4,268 -1,611	-27%	-$230K	0.03%	143
2023 Q4	$799K	Hold	5,879	–	–	0.04%	124
2023 Q3	$755K	Sell	5,879 -1,060	-15%	-$135K	0.04%	119
2023 Q2	$791K	Hold	6,939	–	–	0.05%	112
2023 Q1	$828K	Hold	6,939	–	–	0.05%	108
2022 Q4	$696K	Hold	6,939	–	–	0.05%	114
2022 Q3	$628K	Buy	6,939 +107	+2%	+$10.4K	0.05%	125
2022 Q2	$548K	Hold	6,832	–	–	0.04%	139
2022 Q1	$728K	Hold	6,832	–	–	0.04%	132
2021 Q4	$766K	Sell	6,832 -891	-12%	-$96.9K	0.04%	130
2021 Q3	$789K	Hold	7,723	–	–	0.05%	126
2021 Q2	$704K	Hold	7,723	–	–	0.04%	140
2021 Q1	$577K	Hold	7,723	–	–	0.04%	153
2020 Q4	$398K	Buy	+7,723	New	+$383K	0.03%	194

Other funds holding TFII

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Henshaw Capital's TFII Position: Q3 2025 in Review

Henshaw Capital sold out of TFI International (TFII) in Q3 2025, closing a stake of 2,661 shares — an estimated $239K sold.

Henshaw Capital first reported a position in TFII in Q4 2020 and held it in 19 quarters. The position peaked at $828K in Q1 2023. 236 funds tracked by Wall St. Rank hold TFII as of Q3 2025.

Henshaw Capital reported no remaining TFI International position as of Q3 2025 after selling out during the quarter.
Henshaw Capital sold 2,661 TFI International shares in Q3 2025, an estimated $239K.
Henshaw Capital first reported a position in TFI International in Q4 2020 and held it in 19 quarters.
Henshaw Capital's TFI International position peaked at $828K in Q1 2023.
236 funds tracked by Wall St. Rank held TFI International as of Q3 2025.

Based on Henshaw Capital's 13F filing for Q3 2025, filed 28 May 2026.