LRT Capital Management’s TFI International TFII Stock Holding History

LRT 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 Q1	–	Sell	-4,514	Closed	-$467K	–	118
2025 Q4	$467K	Buy	+4,514	New	+$420K	0.4%	71
2025 Q3	–	Sell	-15,179	Closed	-$1.36M	–	89
2025 Q2	$1.36M	Buy	15,179 +3,161	+26%	+$267K	0.81%	44
2025 Q1	$931K	Buy	+12,018	New	+$1.33M	0.64%	52
2023 Q1	–	Sell	-10,285	Closed	-$1.03M	–	83
2022 Q4	$1.03M	Buy	10,285 +1,987	+24%	+$198K	0.6%	45
2022 Q3	$751K	Sell	8,298 -3,696	-31%	-$358K	0.51%	50
2022 Q2	$963K	Sell	11,994 -2,577	-18%	-$210K	0.73%	49
2022 Q1	$1.55M	Sell	14,571 -23,396	-62%	-$2.38M	0.99%	38
2021 Q4	$4.26M	Buy	+37,967	New	+$4.13M	3.24%	12

Other funds holding TFII

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

LRT Capital Management's TFII Position: Q1 2026 in Review

LRT Capital Management sold out of TFI International (TFII) in Q1 2026, closing a stake of 4,514 shares — an estimated $467K sold.

LRT Capital Management first reported a position in TFII in Q4 2021 and held it in 8 quarters. The position peaked at $4.26M in Q4 2021. 250 funds tracked by Wall St. Rank hold TFII as of Q1 2026.

LRT Capital Management reported no remaining TFI International position as of Q1 2026 after selling out during the quarter.
LRT Capital Management sold 4,514 TFI International shares in Q1 2026, an estimated $467K.
LRT Capital Management first reported a position in TFI International in Q4 2021 and held it in 8 quarters.
LRT Capital Management's TFI International position peaked at $4.26M in Q4 2021.
250 funds tracked by Wall St. Rank held TFI International as of Q1 2026.

Based on LRT Capital Management's 13F filing for Q1 2026, filed 15 May 2026.