Maple Rock Capital Partners’s TFI International TFII Stock Holding History

Maple Rock Capital Partners’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	$148M	Buy	+1,361,831	New	+$152M	4.81%	5
2025 Q4	–	Sell	-1,098,362	Closed	-$96.7M	–	44
2025 Q3	$96.7M	Sell	1,098,362 -49,300	-4%	-$4.51M	3.82%	5
2025 Q2	$103M	Buy	1,147,662 +16,763	+1%	+$1.42M	5.04%	3
2025 Q1	$87.6M	Buy	1,130,899 +623,116	+123%	+$68.9M	3.21%	7
2024 Q4	$68.6M	Buy	507,783 +70,784	+16%	+$10.1M	2.06%	9
2024 Q3	$59.8M	Buy	436,999 +133,000	+44%	+$19.6M	1.69%	15
2024 Q2	$44.1M	Buy	303,999 +26,500	+10%	+$3.74M	1.5%	17
2024 Q1	$44.2M	Buy	+277,499	New	+$39.7M	2.45%	16
2022 Q2	–	Sell	-317,500	Closed	-$33.8M	–	36
2022 Q1	$33.8M	Sell	317,500 -44,500	-12%	-$4.53M	1.8%	17
2021 Q4	$40.6M	Buy	362,000 +48,000	+15%	+$5.22M	4.33%	11
2021 Q3	$32.1M	Buy	314,000 +33,886	+12%	+$3.63M	4.49%	10
2021 Q2	$25.5M	Buy	280,114 +99,842	+55%	+$8.69M	3.84%	11
2021 Q1	$13.5M	Buy	+180,272	New	+$12.2M	1.96%	19

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

Maple Rock Capital Partners's TFII Position: Q1 2026 in Review

Maple Rock Capital Partners opened a new position in TFI International (TFII) in Q1 2026: 1,361,831 shares worth $148M. The stake represents 4.81% of the portfolio and ranks #5 among its holdings. This is a return to the name: Maple Rock Capital Partners previously reported a position in TFII as recently as Q3 2025.

Maple Rock Capital Partners first reported a position in TFII in Q1 2021 and has held it in 13 quarters since. 250 funds tracked by Wall St. Rank hold TFII as of Q1 2026.

Maple Rock Capital Partners held 1,361,831 shares of TFI International worth $148M as of Q1 2026.
TFI International was a new Maple Rock Capital Partners position in Q1 2026.
TFI International made up 4.81% of Maple Rock Capital Partners's portfolio in Q1 2026, its #5 holding.
Maple Rock Capital Partners first reported a position in TFI International in Q1 2021 and has held it in 13 quarters since.
250 funds tracked by Wall St. Rank held TFI International as of Q1 2026.

Based on Maple Rock Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.