§ ROAD & RAIL
USD · Road & RailTFII
TFI INTERNATIONAL INC
USDSector · Road & RailBeta · 1.40
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
183 increased/new, 93 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 44.3 | P/B | 3.17 |
| EPS (TTM) | 3.59 | Dividend | 1.16% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Caisse de depot et placement du Quebec | 7.2M | 1.2% | +1% |
| FIL Ltd | 4.8M | 0.4% | −21% |
| 1832 Asset Management L.P. | 4.0M | 0.4% | −14% |
| JANUS HENDERSON GROUP PLC | 3.7M | n/a | −2% |
| Fidelity Management | 3.7M | 0.0% | −8% |
| ROYAL BANK OF CANADA | 3.1M | 0.1% | +54% |
◇ AC INTELLIGENCE
Top institutional owners for TFII as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.6% · 0 holders
OTHER0.1% · 171 holders
QUALITY / COMPOUNDER0.1% · 25 holders
DEALER / BANK0.0% · 24 holders
INCOME / DEFENSIVE0.0% · 11 holders
PASSIVE / INDEX0.0% · 6 holders
GROWTH / MOMENTUM0.0% · 1 holder
SYSTEMATIC / QUANT0.0% · 7 holders
TACTICAL / MACRO0.0% · 4 holders
DEEP VALUE0.0% · 1 holder
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for TFII in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention TFII yet.