What smart money is saying about TFI International Inc.
TFII.TO
No fund has written a full thesis on TFI International Inc. in our archive, but 2 fund letters report a position in it — most recently Turtle Creek Asset Management in June 2026.
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2
Reported positions
0
Bought
2
Sold
2
Letters
Position history
Every position in TFI International Inc. on record in the archive was reported in Q2 2026, across 2 fund letters — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 2 | 0 |
Fund activity · 2 positions · 2 moves
- June 2026
“One of them, Encore Capital, we recently exited (purely because of valuation) and the other two, TFI International and Magna, we have substantially sold down such that they are each about a 1% weighting in our portfolio.”
TFI International Inc. - TrimmedTurtle Creek Equity FundJune 2026
“Bread Financial hit new highs and is now up fourfold from its lows 2.5 years ago. As we wrote in our recent special commentary, this experience with Bread is a reminder that our companies can also experience price-to-earnings multiple expansion. During the quarter we reduced our shares owned in Bread by close to 50% and it has gone from being our largest position to barely a top five holding. In a similar vein, shares of TFI International have almost doubled in the past year and now the company is less than a 1% weight, the lowest weighting since we added the company 20 years ago.”
TFI International Inc.
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