Walleye Capital’s TFI International TFII Stock Holding History

Walleye Capital’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	$9.17M	Buy	+84,412	New	+$9.44M	0.04%	439
2025 Q4	–	Sell	-177,835	Closed	-$15.7M	–	5133
2025 Q3	$15.7M	Buy	177,835 +74,557	+72%	+$6.82M	0.06%	342
2025 Q2	$9.26M	Buy	103,278 +80,681	+357%	+$6.82M	0.04%	537
2025 Q1	$1.75M	Buy	+22,597	New	+$2.5M	0.01%	1519
2024 Q4	–	Sell	-13,507	Closed	-$1.85M	–	5550
2024 Q3	$1.85M	Buy	13,507 +9,773	+262%	+$1.44M	﹤0.01%	2039
2024 Q2	$542K	Sell	3,734 -4,223	-53%	-$596K	﹤0.01%	3440
2024 Q1	$1.27M	Buy	+7,957	New	+$1.14M	﹤0.01%	2360
2023 Q4	–	Sell	-67,107	Closed	-$8.62M	–	5505
2023 Q3	$8.62M	Buy	67,107 +30,970	+86%	+$3.93M	0.02%	660
2023 Q2	$4.12M	Sell	36,137 -21,005	-37%	-$2.31M	0.01%	856
2023 Q1	$6.82M	Buy	+57,142	New	+$6.66M	0.1%	235

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

Walleye Capital's TFII Position: Q1 2026 in Review

Walleye Capital opened a new position in TFI International (TFII) in Q1 2026: 84,412 shares worth $9.17M. The stake represents 0.04% of the portfolio and ranks #439 among its holdings. This is a return to the name: Walleye Capital previously reported a position in TFII as recently as Q3 2025.

Walleye Capital first reported a position in TFII in Q1 2023 and has held it in 10 quarters since. The position peaked at $15.7M in Q3 2025. 250 funds tracked by Wall St. Rank hold TFII as of Q1 2026.

Walleye Capital held 84,412 shares of TFI International worth $9.17M as of Q1 2026.
TFI International was a new Walleye Capital position in Q1 2026.
TFI International made up 0.04% of Walleye Capital's portfolio in Q1 2026, its #439 holding.
Walleye Capital first reported a position in TFI International in Q1 2023 and has held it in 10 quarters since.
Walleye Capital's TFI International position peaked at $15.7M in Q3 2025.
250 funds tracked by Wall St. Rank held TFI International as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.