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 Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $91.22 M.
Top institutional holders include Cliff Asness and Jeremy Grantham.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $68.8 M net inflow during the quarter.
Recent activity highlights Jeremy Grantham who increased their stake by 261.6%. Conversely, Joel Greenblatt reduced exposure by 37.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for TFI International Inc. (TFII)
Major holders include Cliff Asness ($70.17 M), Jeremy Grantham ($5.06 M), Manning & Napier Group ($3.36 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 784,584 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $68.8 M, with 2 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited TFII. The total reported sell value was $5.03 M.
Yes, 1 managers opened new positions in TFII, and 1 increased their existing holdings. The total reported buy value was $73.84 M.