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 Q2	–	Sell	-84,412	Closed	-$9.17M	–	5165
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 $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

Walleye Capital's TFII Position: Q2 2026 in Review

Walleye Capital sold out of TFI International (TFII) in Q2 2026, closing a stake of 84,412 shares — an estimated $9.17M sold.

Walleye Capital first reported a position in TFII in Q1 2023 and held it in 10 quarters. The position peaked at $15.7M in Q3 2025. 292 funds tracked by Wall St. Rank hold TFII as of Q2 2026.

Walleye Capital reported no remaining TFI International position as of Q2 2026 after selling out during the quarter.
Walleye Capital sold 84,412 TFI International shares in Q2 2026, an estimated $9.17M.
Walleye Capital first reported a position in TFI International in Q1 2023 and held it in 10 quarters.
Walleye Capital's TFI International position peaked at $15.7M in Q3 2025.
292 funds tracked by Wall St. Rank held TFI International as of Q2 2026.

Based on Walleye Capital's 13F filing for Q2 2026, filed 3 Aug 2026.