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What smart money is saying about NFI Group Inc.Canada flag

NFI.TO · Consumer Cyclical · Auto - Manufacturers · Market cap $1.66B

1 fund in our archive has pitched NFI Group Inc. — most recently White Falcon Capital Management in December 2025.

Company profile

NFI Group Inc., together with its subsidiaries, manufactures and sells buses in North America, the United Kingdom, Europe, the Asia Pacific, and internationally. It operates through two segments, Manufacturing Operations and Aftermarket Operations. The company offers heavy-duty transit buses under the New Flyer name; single and double-deck buses under the Alexander Dennis Limited brand name; motor coaches under Plaxton and MCI brand names; low-floor cutaway and medium-duty buses under the ARBOC brand; and aftermarket parts under the NFI Parts brand name, as well as articulated buses. It also provides zero-emission vehicles, including battery-electric buses, motor coaches, hydrogen fuel-cell buses, and electric trolleys. In addition, company offers post-sale services, including part distribution, field services, support documentation, training, and special projects. The company was formerly known as New Flyer Industries Inc. and changed its name to NFI Group Inc. in May 2018. NFI Group Inc. was founded in 1930 and is headquartered in Winnipeg, Canada.

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1
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Between Q4 2025 and Q2 2026, 1 fund letter reported a position in NFI Group Inc., with no move described.

Fund letters reporting a position in NFI Group Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000
Q4 20250001

Fund activity · 1 position

  • HoldsWhite Falcon Capital Management Partner Strategy
    June 2026
    The top 5 positions in the portfolio are Precious Metals royalty companies, Nu Holdings, Unity Software, NFI Group and Amazon.
    Read the letterNFI Group Inc.

Fund coverage · 1 thesis

  • White Falcon Capital Management
    December 2025

    NFI Group manufactures buses in a duopoly and appears poised for recovery supported by backlog, EV exposure, debt reduction, and potential multiple rerating.

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