What smart money is saying about TFI International
TFII
No fund has written a full thesis on TFI International in our archive, but 2 fund letters report a position in it, most recently ClearBridge Investments Value Strategy in June 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q1 2025 and Q2 2026, 2 fund letters reported a position in TFI International, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q1 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 1 move
- June 2026
“We exited positions in Becton Dickinson and UCB in the health care sector, Webster Financial, MGIC Investment and Ryan Specialty Holdings in the financials sector, American Homes 4 Rent in the real estate sector and TFI International in the industrials sector.”
TFI International - March 2025
Listed in RS Mid Cap Value Strategy’s reported holdings.
TFI International
Read the letters behind these TFI International positions
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