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Nicholas Investment Partners’s TFI International TFII Stock Holding History

Nicholas Investment 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
Q2 		$20.3M Buy
141,226
+7,606
+6% +$1.07M 1.14% 19
2026
Q1 		$14.5M Buy
133,620
+47,631
+55% +$5.32M 1.05% 24
2025
Q4 		$8.89M Buy
85,989
+55,161
+179% +$5.13M 0.65% 57
2025
Q3 		$2.71M Sell
30,828
-10,190
-25% -$932K 0.21% 152
2025
Q2 		$3.68M Buy
+41,018
New +$3.47M 0.33% 117
2025
Q1 		– Sell
-107,291
Closed -$14.5M – 233
2024
Q4 		$14.5M Buy
107,291
+767
+0.7% +$109K 1.27% 12
2024
Q3 		$14.6M Buy
106,524
+3,886
+4% +$574K 1.34% 9
2024
Q2 		$14.9M Buy
102,638
+687
+0.7% +$97K 1.55% 11
2024
Q1 		$16.3M Buy
101,951
+727
+0.7% +$104K 1.67% 6
2023
Q4 		$13.8M Sell
101,224
-24,092
-19% -$2.85M 1.61% 7
2023
Q3 		$16.1M Sell
125,316
-5,680
-4% -$721K 1.2% 28
2023
Q2 		$14.9M Sell
130,996
-25,497
-16% -$2.8M 1.02% 34
2023
Q1 		$18.7M Buy
156,493
+1,587
+1% +$185K 1.42% 25
2022
Q4 		$15.5M Sell
154,906
-12,079
-7% -$1.21M 1.36% 21
2022
Q3 		$15.1M Buy
166,985
+30,000
+22% +$2.91M 1.4% 19
2022
Q2 		$11M Sell
136,985
-39,105
-22% -$3.18M 1.04% 32
2022
Q1 		$18.8M Buy
176,090
+8,869
+5% +$903K 1.33% 19
2021
Q4 		$18.7M Buy
167,221
+11,682
+8% +$1.27M 1.19% 15
2021
Q3 		$15.9M Buy
155,539
+2,298
+1% +$246K 1.16% 17
2021
Q2 		$14M Sell
153,241
-86,594
-36% -$7.54M 0.88% 40
2021
Q1 		$17.9M Buy
239,835
+11,681
+5% +$794K 1.25% 29
2020
Q4 		$11.8M Sell
228,154
-5,228
-2% -$260K 0.91% 39
2020
Q3 		$9.76M Buy
233,382
+54,185
+30% +$2.28M 1.06% 33
2020
Q2 		$6.35M Buy
179,197
+87,617
+96% +$2.49M 1.29% 16
2020
Q1 		$2.02M Buy
+91,580
New +$2.47M 0.39% 105

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

Nicholas Investment Partners's TFII Position: Q2 2026 in Review

Nicholas Investment Partners increased its TFI International (TFII) stake by 5.7% in Q2 2026, buying an estimated $1.07M and bringing the position to 141,226 shares worth $20.3M. The position accounts for 1.14% of the portfolio, ranked #19.

Nicholas Investment Partners first reported a position in TFII in Q1 2020 and has held it in 25 quarters since. 292 funds tracked by Wall St. Rank hold TFII as of Q2 2026.

  • Nicholas Investment Partners held 141,226 shares of TFI International worth $20.3M as of Q2 2026.
  • Nicholas Investment Partners bought 7,606 TFI International shares in Q2 2026, an estimated $1.07M.
  • TFI International made up 1.14% of Nicholas Investment Partners's portfolio in Q2 2026, its #19 holding.
  • Nicholas Investment Partners first reported a position in TFI International in Q1 2020 and has held it in 25 quarters since.
  • 292 funds tracked by Wall St. Rank held TFI International as of Q2 2026.

Based on Nicholas Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.