Position in TFII
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$496,216,824
+$162,430,404 QoQ
Shares Held
3,456,271
+12.5% QoQ
Ownership
4.21%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#5
of 290 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFII Over Time
Shares Held
Position Value (USD)
Derivatives in TFII
reported options exposure · as of Jun 30, 2026CallValue
$3,330,824
CallShares
23,200
PutValue
$1,435,700
PutShares
10,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Trucking
Industrials · as of Jun 30, 2026ROYAL BANK OF CANADA holds $662,105,392 across 14 Trucking names. TFII ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFII |
TFI International Inc.
This page
|
3,456,271 | $496,216,824 | |
| 2 | ODFL |
Old Dominion Freight Line, Inc.
|
386,054 | $83,619,291 | |
| 3 | XPO |
XPO, Inc.
|
209,322 | $42,971,708 | |
| 4 | SAIA |
Saia Inc
|
42,812 | $18,030,698 | |
| 5 | KNX |
Knight-Swift Transportation Holdings Inc.
|
202,115 | $15,738,692 | |
| 6 | SNDR |
Schneider National, Inc.
|
50,167 | $1,832,598 | |
| 7 | WERN |
Werner Enterprises Inc
|
29,634 | $1,292,336 | |
| 8 | ARCB |
Arcbest Corp /Tx/
|
8,192 | $1,175,877 |
All Filings in TFII
Export CSV
47 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,216,824 | 3,456,271 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $1,435,700 | 10,000 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $3,330,824 | 23,200 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $333,786,420 | 3,072,691 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $3,693,420 | 34,000 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $206,801,176 | 2,000,979 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $208,402,968 | 2,366,602 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $3,962,700 | 45,000 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $12,105,450 | 135,000 | Put | Defined | 2025-11-21 | |
| 2025-06-30 | $238,559,409 | 2,660,415 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $197,689,804 | 2,552,483 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $18,200,750 | 235,000 | Put | Defined | 2025-11-21 | |
| 2024-12-31 | $6,754,500 | 50,000 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $273,524,420 | 2,024,757 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $248,242,344 | 1,813,444 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $262,596,322 | 1,809,013 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $269,186,335 | 1,688,112 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $6,799,000 | 50,000 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $229,707,883 | 1,689,277 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $2,719,600 | 20,000 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $229,367,222 | 1,786,210 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $2,568,200 | 20,000 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $5,811,960 | 51,000 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $237,499,133 | 2,084,057 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $267,971,143 | 2,246,384 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $212,533,756 | 2,120,249 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $1,102,640 | 11,000 | Call | Defined | 2023-02-14 | |
| 2022-09-30 | $196,103,724 | 2,167,371 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $7,012,200 | 77,500 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $3,076,320 | 34,000 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $6,502,680 | 81,000 | Call | Defined | 2022-08-15 | |
| 2022-06-30 | $188,054,611 | 2,342,484 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $247,876,991 | 2,327,265 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,399,260 | 66,000 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $235,727,078 | 2,102,641 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,167,580 | 31,000 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $207,719,777 | 2,032,881 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $102,180 | 1,000 | Put | Defined | 2021-11-15 | |
| 2021-06-30 | $197,803,600 | 2,169,137 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $14,952,000 | 200,000 | Call | Defined | 2021-07-20 | |
| 2021-03-31 | $176,863,765 | 2,365,754 | Shares | Defined | 2021-07-20 | |
| 2021-03-31 | $17,605,980 | 235,500 | Put | Defined | 2021-07-20 | |
| 2020-12-31 | $135,372,429 | 2,624,514 | Shares | Defined | 2021-02-16 | |
| 2020-12-31 | $773,700 | 15,000 | Call | Defined | 2021-02-16 | |
| 2020-09-30 | $100,115,419 | 2,393,388 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $58,049,657 | 1,637,508 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $42,317,038 | 1,915,665 | Shares | Defined | 2020-06-16 | |
| No filing history on record for this holder in this stock. | ||||||