Which hedge funds own TFII? TFI INTERNATIONAL INC, Q2 2026 13F holders
43 tracked hedge funds disclosed a position in TFII (TFI INTERNATIONAL INC) in their Q2 2026 13F filings, worth $939.8m in total. The largest holder by portfolio weight is Maple Rock Capital Partners Inc. at 4.0% of its book. 17 opened a new position this quarter: 4D Advisors, LLC, Candelo Capital Management LP, Waratah Capital Advisors Ltd., Campbell & CO Investment Adviser LLC. 6 exited: AYAL Capital Advisors Ltd, Bastion Asset Management Inc., Numerai GP LLC.
- 43
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 17
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 6
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $105m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $29.0m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $940m
- Combined value Sum of the holders' reported positions in the security.
- 3.5%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| AYAL Capital Advisors Ltd | 4.4% | $8.7m |
| Bastion Asset Management Inc. | 1.6% | $5.4m |
| Numerai GP LLC | 0.08% | $758k |
| Walleye Capital LLC | 0.06% | $9.2m |
| CenterBook Partners LP | 0.04% | $707k |
| Balyasny Asset Management L.P. | 0.01% | $4.3m |
Ownership over time
Who discovered TFII first? Beta
The run: Q1 2020 → Q1 2024, +622%
| Turtle Creek Asset Management Inc. high conviction | Q1 2020 | 7.0% | +14.0 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.