Triasima Portfolio Management’s TFI International TFII Stock Holding History

Triasima Portfolio 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	$10.5M	Buy	72,751 +4,010	+6%	+$566K	1.41%	19
2026 Q1	$7.46M	Buy	+68,741	New	+$7.68M	1.13%	26
2025 Q1	–	Sell	-13,855	Closed	-$1.87M	–	166
2024 Q4	$1.87M	Buy	13,855 +856	+7%	+$122K	0.36%	88
2024 Q3	$1.78M	Sell	12,999 -56,301	-81%	-$8.31M	0.4%	70
2024 Q2	$10.1M	Sell	69,300 -4,850	-7%	-$685K	0.92%	29
2024 Q1	$11.8M	Buy	+74,150	New	+$10.6M	0.99%	31
2023 Q2	–	Sell	-122,850	Closed	-$14.6M	–	154
2023 Q1	$14.6M	Buy	+122,850	New	+$14.3M	1.21%	31
2022 Q2	–	Sell	-68,532	Closed	-$7.3M	–	165
2022 Q1	$7.3M	Sell	68,532 -448,395	-87%	-$45.6M	0.35%	42
2021 Q4	$57.8M	Sell	516,927 -100,177	-16%	-$10.9M	2.79%	8
2021 Q3	$63.2M	Sell	617,104 -15,030	-2%	-$1.61M	3.37%	7
2021 Q2	$57.7M	Sell	632,134 -181,920	-22%	-$15.8M	2.82%	8
2021 Q1	$61M	Sell	814,054 -62,165	-7%	-$4.22M	3.08%	8
2020 Q4	$45.1M	Buy	+876,219	New	+$43.5M	2.57%	10

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

Triasima Portfolio Management's TFII Position: Q2 2026 in Review

Triasima Portfolio Management increased its TFI International (TFII) stake by 5.8% in Q2 2026, buying an estimated $566K and bringing the position to 72,751 shares worth $10.5M. The position accounts for 1.41% of the portfolio, ranked #19.

Triasima Portfolio Management first reported a position in TFII in Q4 2020 and has held it in 13 quarters since. The position peaked at $63.2M in Q3 2021. 292 funds tracked by Wall St. Rank hold TFII as of Q2 2026.

Triasima Portfolio Management held 72,751 shares of TFI International worth $10.5M as of Q2 2026.
Triasima Portfolio Management bought 4,010 TFI International shares in Q2 2026, an estimated $566K.
TFI International made up 1.41% of Triasima Portfolio Management's portfolio in Q2 2026, its #19 holding.
Triasima Portfolio Management first reported a position in TFI International in Q4 2020 and has held it in 13 quarters since.
Triasima Portfolio Management's TFI International position peaked at $63.2M in Q3 2021.
292 funds tracked by Wall St. Rank held TFI International as of Q2 2026.

Based on Triasima Portfolio Management's 13F filing for Q2 2026, filed 21 Jul 2026.