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TFI International Inc.

TFII Industrials
$125.49 +$0.33 (0.26%)
Market Cap: $10.34 B
Gurus Holding
7
Popularity Rank
#970
% of Shares Held
0.98%
Net Activity (Q2 2026)
+$7.74 M

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 Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $100.77 M.

Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $7.74 M net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Jeremy Grantham reduced exposure by 56.5%.

Key Holders

Recent Activity Breakdown (Q2 2026)

+$12.49 M
Total Buy Value
New Buys 1
Additions 2
-$4.75 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
3

FAQs for TFI International Inc. (TFII)

Major holders include Cliff Asness ($81.68 M), Renaissance Technologies (RenTech) ($13.96 M), Steven Cohen ($8.82 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 803,027 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $7.74 M, with 3 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited TFII. The total reported sell value was $4.75 M.

Yes, 1 managers opened new positions in TFII, and 2 increased their existing holdings. The total reported buy value was $12.49 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% Add 0.9% 570,537 $81.68 M Q2 2026
0.02% Add 27.1% 97,200 $13.96 M Q2 2026
0.01% New Buy 61,426 $8.82 M Q2 2026
0.06% Reduce -9.8% 31,657 $4.56 M Q2 2026
0.01% Reduce -56.5% 20,688 $2.97 M Q2 2026
0.02% Reduce -3.4% 13,108 $1.88 M Q2 2026
0.00% Reduce -5.6% 8,411 $1.21 M Q2 2026
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