Hudson Bay Capital Management
TFII icon

Hudson Bay Capital Management’s TFI International TFII Stock Holding History

Hudson Bay 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 		$4.89M Sell
34,043
-25,507
-43% -$3.6M 0.01% 575
2026
Q1 		$6.47M Buy
59,550
+38,322
+181% +$4.28M 0.02% 429
2025
Q4 		$2.19M Buy
21,228
+722
+4% +$67.2K 0.01% 698
2025
Q3 		$1.81M Sell
20,506
-99,908
-83% -$9.14M 0.01% 774
2025
Q2 		$10.8M Buy
120,414
+83,735
+228% +$7.08M 0.04% 341
2025
Q1 		$2.84M Buy
+36,679
New +$4.06M 0.01% 747
2024
Q4 		– Sell
-26,000
Closed -$3.56M – 1109
2024
Q3 		$3.56M Buy
+26,000
New +$3.84M 0.01% 487
2024
Q1 		– Sell
-13,213
Closed -$1.8M – 876
2023
Q4 		$1.8M Buy
+13,213
New +$1.57M 0.01% 467
2023
Q3 		– Sell
-46,000
Closed -$5.24M – 961
2023
Q2 		$5.24M Buy
+46,000
New +$5.05M 0.04% 302
2022
Q3 		– Sell
-28,100
Closed -$2.26M – 1363
2022
Q2 		$2.26M Buy
+28,100
New +$2.29M 0.02% 757
2022
Q1 		– Sell
-37,500
Closed -$4.2M – 1314
2021
Q4 		$4.2M Buy
37,500
+17,500
+88% +$1.9M 0.04% 405
2021
Q3 		$2.04M Buy
+20,000
New +$2.14M 0.03% 616
2021
Q2 		– Sell
-86,339
Closed -$6.46M – 1023
2021
Q1 		$6.46M Buy
86,339
+37,519
+77% +$2.55M 0.08% 213
2020
Q4 		$2.52M Buy
+48,820
New +$2.42M 0.03% 343

Other funds holding TFII

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
1832 Asset Management
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
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

Hudson Bay Capital Management's TFII Position: Q2 2026 in Review

Hudson Bay Capital Management reduced its TFI International (TFII) stake by 43% in Q2 2026, selling an estimated $3.6M and leaving 34,043 shares worth $4.89M. The position accounts for 0.01% of the portfolio, ranked #575.

Hudson Bay Capital Management first reported a position in TFII in Q4 2020 and has held it in 14 quarters since. The position peaked at $10.8M in Q2 2025. 292 funds tracked by Wall St. Rank hold TFII as of Q2 2026.

  • Hudson Bay Capital Management held 34,043 shares of TFI International worth $4.89M as of Q2 2026.
  • Hudson Bay Capital Management sold 25,507 TFI International shares in Q2 2026, an estimated $3.6M.
  • TFI International made up 0.01% of Hudson Bay Capital Management's portfolio in Q2 2026, its #575 holding.
  • Hudson Bay Capital Management first reported a position in TFI International in Q4 2020 and has held it in 14 quarters since.
  • Hudson Bay Capital Management's TFI International position peaked at $10.8M in Q2 2025.
  • 292 funds tracked by Wall St. Rank held TFI International as of Q2 2026.

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