Guru Ownership Trend
Guru Analysis for TFI International Inc. (TFII)
TFI International Inc. (TFII), a key player in the Industrials sector, continues to attract institutional attention.
As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $111 M.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $3.61 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Joel Greenblatt reduced exposure by 54.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for TFI International Inc. (TFII)
Major holders include Cliff Asness ($60.69 M), Renaissance Technologies (RenTech) ($8.31 M), Jeremy Grantham ($5.17 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 749,675 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $3.61 M, with 4 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited TFII. The total reported sell value was $13.94 M.
Yes, 3 managers opened new positions in TFII, and 1 increased their existing holdings. The total reported buy value was $10.33 M.
