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John Overdeck’s TFI International TFII Stock Holding History

John Overdeck’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 		$32.3M Sell
224,985
-6,800
-3% -$960K 0.02% 762
2026
Q1 		$25.2M Sell
231,785
-176,590
-43% -$19.7M 0.02% 814
2025
Q4 		$42.2M Sell
408,375
-114,123
-22% -$10.6M 0.06% 404
2025
Q3 		$46M Buy
522,498
+56,274
+12% +$5.15M 0.07% 348
2025
Q2 		$41.8M Buy
466,224
+397,462
+578% +$33.6M 0.07% 332
2025
Q1 		$5.33M Sell
68,762
-29,853
-30% -$3.3M 0.01% 1102
2024
Q4 		$13.3M Buy
98,615
+78,684
+395% +$11.2M 0.03% 636
2024
Q3 		$2.73M Buy
19,931
+13,635
+217% +$2.01M 0.01% 1483
2024
Q2 		$914K Sell
6,296
-60,679
-91% -$8.57M ﹤0.01% 2032
2024
Q1 		$10.7M Buy
66,975
+52,775
+372% +$7.55M 0.03% 635
2023
Q4 		$1.93M Sell
14,200
-115,638
-89% -$13.7M ﹤0.01% 1591
2023
Q3 		$16.7M Sell
129,838
-11,949
-8% -$1.52M 0.04% 435
2023
Q2 		$16.2M Buy
141,787
+107,212
+310% +$11.8M 0.04% 476
2023
Q1 		$4.12M Buy
34,575
+31,575
+1,053% +$3.68M 0.01% 1003
2022
Q4 		$301K Buy
+3,000
New +$299K ﹤0.01% 2243
2021
Q4 		– Sell
-201,175
Closed -$20.6M – 4883
2021
Q3 		$20.6M Sell
201,175
-45,100
-18% -$4.82M 0.05% 461
2021
Q2 		$22.5M Buy
246,275
+155,622
+172% +$13.6M 0.05% 449
2021
Q1 		$6.78M Sell
90,653
-327,595
-78% -$22.3M 0.02% 890
2020
Q4 		$21.6M Sell
418,248
-79,915
-16% -$3.97M 0.06% 336
2020
Q3 		$20.8M Buy
498,163
+274,027
+122% +$11.5M 0.07% 285
2020
Q2 		$7.95M Buy
224,136
+128,745
+135% +$3.66M 0.04% 465
2020
Q1 		$2.11M Buy
+95,391
New +$2.57M 0.02% 936

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

John Overdeck's TFII Position: Q2 2026 in Review

John Overdeck reduced its TFI International (TFII) stake by 2.9% in Q2 2026, selling an estimated $960K and leaving 224,985 shares worth $32.3M. The position accounts for 0.02% of the portfolio, ranked #762.

John Overdeck first reported a position in TFII in Q1 2020 and has held it in 22 quarters since. The position peaked at $46M in Q3 2025. 292 funds tracked by Wall St. Rank hold TFII as of Q2 2026.

  • John Overdeck held 224,985 shares of TFI International worth $32.3M as of Q2 2026.
  • John Overdeck sold 6,800 TFI International shares in Q2 2026, an estimated $960K.
  • TFI International made up 0.02% of John Overdeck's portfolio in Q2 2026, its #762 holding.
  • John Overdeck first reported a position in TFI International in Q1 2020 and has held it in 22 quarters since.
  • John Overdeck's TFI International position peaked at $46M in Q3 2025.
  • 292 funds tracked by Wall St. Rank held TFI International as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.