Scheer Rowlett & Associates Investment Management’s TFI International TFII Stock Holding History

Scheer Rowlett & Associates Investment 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	$26.4M	Sell	242,180 -27,983	-10%	-$3.13M	1.9%	22
2025 Q4	$27.9M	Buy	270,163 +104,681	+63%	+$9.74M	1.92%	21
2025 Q3	$14.6M	Buy	+165,482	New	+$15.1M	0.87%	29

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

Scheer Rowlett & Associates Investment Management's TFII Position: Q1 2026 in Review

Scheer Rowlett & Associates Investment Management reduced its TFI International (TFII) stake by 10% in Q1 2026, selling an estimated $3.13M and leaving 242,180 shares worth $26.4M. The position accounts for 1.9% of the portfolio, ranked #22.

Scheer Rowlett & Associates Investment Management first reported a position in TFII in Q3 2025 and has held it in 3 quarters since. The position peaked at $27.9M in Q4 2025. 250 funds tracked by Wall St. Rank hold TFII as of Q1 2026.

Scheer Rowlett & Associates Investment Management held 242,180 shares of TFI International worth $26.4M as of Q1 2026.
Scheer Rowlett & Associates Investment Management sold 27,983 TFI International shares in Q1 2026, an estimated $3.13M.
TFI International made up 1.9% of Scheer Rowlett & Associates Investment Management's portfolio in Q1 2026, its #22 holding.
Scheer Rowlett & Associates Investment Management first reported a position in TFI International in Q3 2025 and has held it in 3 quarters since.
Scheer Rowlett & Associates Investment Management's TFI International position peaked at $27.9M in Q4 2025.
250 funds tracked by Wall St. Rank held TFI International as of Q1 2026.

Based on Scheer Rowlett & Associates Investment Management's 13F filing for Q1 2026, filed 11 May 2026.