Waratah Capital Advisors’s TFI International TFII Stock Holding History

Waratah Capital Advisors’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	$14.8M	Buy	+103,433	New	+$14.6M	0.5%	51
2023 Q2	–	Sell	-126,549	Closed	-$15.1M	–	190
2023 Q1	$15.1M	Sell	126,549 -2,272	-2%	-$265K	0.33%	54
2022 Q4	$12.9M	Buy	128,821 +784	+0.6%	+$78.3K	0.21%	55
2022 Q3	$11.6M	Sell	128,037 -28,422	-18%	-$2.76M	0.18%	74
2022 Q2	$12.5M	Sell	156,459 -2,367	-1%	-$193K	0.28%	64
2022 Q1	$16.9M	Sell	158,826 -66,761	-30%	-$6.79M	0.22%	63
2021 Q4	$25.3M	Buy	225,587 +26,169	+13%	+$2.85M	0.43%	37
2021 Q3	$20.4M	Buy	199,418 +103,993	+109%	+$11.1M	0.31%	47
2021 Q2	$8.71M	Buy	+95,425	New	+$8.31M	0.12%	80
2020 Q4	–	Sell	-56,019	Closed	-$2.34M	–	252
2020 Q3	$2.34M	Buy	+56,019	New	+$2.36M	0.25%	66
2020 Q2	–	Sell	-58,695	Closed	-$1.28M	–	167
2020 Q1	$1.28M	Buy	+58,695	New	+$1.58M	0.23%	55

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

Waratah Capital Advisors's TFII Position: Q2 2026 in Review

Waratah Capital Advisors opened a new position in TFI International (TFII) in Q2 2026: 103,433 shares worth $14.8M. The stake represents 0.5% of the portfolio and ranks #51 among its holdings. This is a return to the name: Waratah Capital Advisors previously reported a position in TFII as recently as Q1 2023.

Waratah Capital Advisors first reported a position in TFII in Q1 2020 and has held it in 11 quarters since. The position peaked at $25.3M in Q4 2021. 293 funds tracked by Wall St. Rank hold TFII as of Q2 2026.

Waratah Capital Advisors held 103,433 shares of TFI International worth $14.8M as of Q2 2026.
TFI International was a new Waratah Capital Advisors position in Q2 2026.
TFI International made up 0.5% of Waratah Capital Advisors's portfolio in Q2 2026, its #51 holding.
Waratah Capital Advisors first reported a position in TFI International in Q1 2020 and has held it in 11 quarters since.
Waratah Capital Advisors's TFI International position peaked at $25.3M in Q4 2021.
293 funds tracked by Wall St. Rank held TFI International as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.