Jeremy Grantham's TFII Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 49,002 shares of TFI International Inc. (TFII) worth $5.06 M, representing 0.01% of the portfolio. First purchased in 2020-Q3, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in TFII, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 42,300 shares. Largest reduction occurred in Q1 2021, reducing 95,000 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's TFI International (TFII) Holding Value Over Time
Track share changes against reported price movement
Quarterly TFI International (TFII) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2020 | +72,000 | New Buy | 72,000 | $41.68 |
| Q4 2020 | +42,300 | Add 58.75% | 114,300 | $51.43 |
| Q1 2021 | -95,000 | Reduce 83.11% | 19,300 | $74.97 |
| Q2 2021 | -19,300 | Sold Out | 0 | $0.00 |
| Q4 2024 | +14,507 | New Buy | 14,507 | $135.06 |
| Q1 2025 | -11,516 | Reduce 79.38% | 2,991 | $77.42 |
| Q2 2025 | +10,209 | Add 341.32% | 13,200 | $89.67 |
| Q3 2025 | +350 | Add 2.65% | 13,550 | $88.06 |
| Q4 2025 | +35,452 | Add 261.64% | 49,002 | $103.35 |
Jeremy Grantham's TFI International Investment FAQs
Jeremy Grantham first purchased TFI International Inc. (TFII) in Q3 2020, acquiring 72,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held TFI International Inc. (TFII) for 9 quarters since Q3 2020.
Jeremy Grantham's largest addition to TFI International Inc. (TFII) was in Q3 2020, adding 72,000 shares worth $3 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 49,002 shares of TFI International Inc. (TFII), valued at approximately $5.06 M.
As of the Q4 2025 filing, TFI International Inc. (TFII) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in TFI International Inc. (TFII) was 114,300 shares, as reported at the end of Q4 2020.