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 Q2	$30M	Sell	208,421 -33,759	-14%	-$4.77M	2.15%	18
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 $70.2B AUM 30.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 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

Scheer Rowlett & Associates Investment Management's TFII Position: Q2 2026 in Review

Scheer Rowlett & Associates Investment Management reduced its TFI International (TFII) stake by 14% in Q2 2026, selling an estimated $4.77M and leaving 208,421 shares worth $30M. The position accounts for 2.15% of the portfolio, ranked #18.

Scheer Rowlett & Associates Investment Management first reported a position in TFII in Q3 2025 and has held it in 4 quarters since. 292 funds tracked by Wall St. Rank hold TFII as of Q2 2026.

Scheer Rowlett & Associates Investment Management held 208,421 shares of TFI International worth $30M as of Q2 2026.
Scheer Rowlett & Associates Investment Management sold 33,759 TFI International shares in Q2 2026, an estimated $4.77M.
TFI International made up 2.15% of Scheer Rowlett & Associates Investment Management's portfolio in Q2 2026, its #18 holding.
Scheer Rowlett & Associates Investment Management first reported a position in TFI International in Q3 2025 and has held it in 4 quarters since.
292 funds tracked by Wall St. Rank held TFI International as of Q2 2026.

Based on Scheer Rowlett & Associates Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.