13FPulse
TF

TFII TFI INTERNATIONAL INC

2026Q2 · CUSIP 87241L109 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
287
Institutions that reported holding it to the SEC
Net increase in holders
+41
Last quarter 246 → now 287
How unusual is that
Top 10%
Stronger buying than 93% of US stocks
What the filings say, in one paragraph

287 funds held TFII at the end of 2026Q2, up 41 from the quarter before. That is stronger buying than 93.0% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $7.9B(YoY -6.1%), the P/E is 34.4x. TFII has had 8 buying rushes in its history, and the price moved +24.7% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2018Q1: holders=1 2018Q2: holders=1 2019Q1: holders=1 2019Q2: holders=1 2019Q4: holders=1 2020Q1: holders=93 2020Q2: holders=108 2020Q3: holders=127 2020Q4: holders=139 2021Q1: holders=170 2021Q2: holders=163 2021Q3: holders=193 2021Q4: holders=210 2022Q1: holders=211 2022Q2: holders=213 2022Q3: holders=213 2022Q4: holders=228 2023Q1: holders=247 2023Q2: holders=246 2023Q3: holders=258 2023Q4: holders=257 2024Q1: holders=287 2024Q2: holders=271 2024Q3: holders=288 2024Q4: holders=295 2025Q1: holders=253 2025Q2: holders=253 2025Q3: holders=235 2025Q4: holders=232 2026Q1: holders=246 2026Q2: holders=287 -92 -46 +0 +46 +92 0155310 18Q119Q220Q221Q121Q422Q323Q224Q124Q425Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 8 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2024Q1 Top 10% +10.6% +10.8%
2023Q3 Top 20% +14.4% +25.1%
2023Q1 Top 10% +1.7% +18.6%
2021Q3 Top 5% +2.3% -3.7%
2021Q1 Top 20% +0.6% +21.3%
2020Q3 Top 20% +1.7% +41.0%
2020Q1 Top 1% in the market +33.8% +59.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
158
Change in large funds
+30
Total value they hold
$8.3B
Funds buying for the first time
67
Funds that sold out entirely
26
Price change that quarter
-9.9%
Funds holding puts (bearish)
6
Funds holding calls (bullish)
6

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
34.4
EPS (TTM)
$3.72
EPS YoY
-25.0%
Revenue (TTM)
$7.9B
Revenue YoY
-6.1%
Net margin
ROE
Debt ratio
FCF (TTM)
Dividend (TTM)
No dividend

As of 2025-12-31 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.