What smart money is saying about TFI International
TFII
No fund has written a full thesis on TFI International in our archive, but 1 fund letter reports a position in it — most recently ClearBridge Investments Value Strategy in June 2026.
1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in TFI International on record in the archive was reported in Q2 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 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.”
Read the letterTFI International
Read the letters behind these TFI International positions
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