Hill City Capital’s TFI International TFII Stock Holding History

Hill City 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
2026 Q2	$20.8M	Hold	145,000	–	–	0.53%	23
2026 Q1	$15.8M	Hold	145,000	–	–	0.56%	20
2025 Q4	$15M	Hold	145,000	–	–	0.57%	20
2025 Q3	$12.8M	Hold	145,000	–	–	0.54%	21
2025 Q2	$13M	Hold	145,000	–	–	0.64%	18
2025 Q1	$11.2M	Hold	145,000	–	–	0.84%	16
2024 Q4	$19.6M	Hold	145,000	–	–	1.25%	17
2024 Q3	$19.8M	Hold	145,000	–	–	1.31%	17
2024 Q2	$21M	Hold	145,000	–	–	1.51%	15
2024 Q1	$23.1M	Hold	145,000	–	–	1.7%	13
2023 Q4	$19.7M	Hold	145,000	–	–	1.74%	13
2023 Q3	$18.6M	Hold	145,000	–	–	2.5%	13
2023 Q2	$16.5M	Hold	145,000	–	–	2.53%	12
2023 Q1	$17.3M	Hold	145,000	–	–	3.4%	10
2022 Q4	$14.5M	Hold	145,000	–	–	2.53%	12
2022 Q3	$13.1M	Hold	145,000	–	–	2.62%	10
2022 Q2	$11.6M	Hold	145,000	–	–	2.68%	14
2022 Q1	$15.4M	Hold	145,000	–	–	2.95%	11
2021 Q4	$16.3M	Hold	145,000	–	–	3.71%	9
2021 Q3	$14.8M	Hold	145,000	–	–	3.76%	10
2021 Q2	$13.2M	Hold	145,000	–	–	4.01%	6
2021 Q1	$10.9M	Buy	+145,000	New	+$9.85M	4.51%	7

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Hill City Capital's TFII Position: Q2 2026 in Review

Hill City Capital held its TFI International (TFII) position steady in Q2 2026 at 145,000 shares worth $20.8M. The position accounts for 0.53% of the portfolio, ranked #23.

Hill City Capital first reported a position in TFII in Q1 2021 and has held it in 22 quarters since. The position peaked at $23.1M in Q1 2024. 274 funds tracked by Wall St. Rank hold TFII as of Q2 2026.

Hill City Capital held 145,000 shares of TFI International worth $20.8M as of Q2 2026.
Hill City Capital left its TFI International share count unchanged in Q2 2026.
TFI International made up 0.53% of Hill City Capital's portfolio in Q2 2026, its #23 holding.
Hill City Capital first reported a position in TFI International in Q1 2021 and has held it in 22 quarters since.
Hill City Capital's TFI International position peaked at $23.1M in Q1 2024.
274 funds tracked by Wall St. Rank held TFI International as of Q2 2026.

Based on Hill City Capital's 13F filing for Q2 2026, filed 13 Aug 2026.