Nicholas Investment Partners, LP

Position in TFII — TFI International Inc.

CIK 1389574 RANCHO SANTA FE, CA

Position in TFII

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$20,275,816

+$5,760,676 QoQ

Shares Held

141,226

+5.7% QoQ

Ownership

0.172%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#60

of 290 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Nicholas Investment Partners, LP holds $40,230,605 across 4 Trucking names. TFII ranks #1 (50.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFII	TFI International Inc. This page	141,226	$20,275,816
2	XPO	XPO, Inc.	63,583	$13,052,954
3	SAIA	Saia Inc	12,999	$5,474,658
4	ODFL	Old Dominion Freight Line, Inc.	6,589	$1,427,177

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,275,816	141,226	+5.7%	Shares	Sole	2026-08-14
2026-03-31	$14,515,140	133,620	+55.4%	Shares	Sole	2026-05-15
2025-12-31	$8,886,963	85,989	+178.9%	Shares	Sole	2026-02-13
2025-09-30	$2,714,713	30,828	-24.8%	Shares	Sole	2025-11-14
2025-06-30	$3,678,084	41,018	-61.8%	Shares	Sole	2025-08-14
2024-12-31	$14,493,941	107,291	+0.7%	Shares	Sole	2025-02-14
2024-09-30	$14,582,070	106,524	+3.8%	Shares	Sole	2024-11-12
2024-06-30	$14,898,932	102,638	+0.7%	Shares	Sole	2024-08-08
2024-03-31	$16,257,106	101,951	+0.7%	Shares	Sole	2024-05-14
2023-12-31	$13,764,439	101,224	-19.2%	Shares	Sole	2024-02-08
2023-09-30	$16,091,827	125,316	-4.3%	Shares	Sole	2023-11-13
2023-06-30	$14,928,304	130,996	-16.3%	Shares	Sole	2023-08-10
2023-03-31	$18,668,049	156,493	+1.0%	Shares	Sole	2023-05-12
2022-12-31	$15,527,777	154,906	-7.2%	Shares	Sole	2023-02-10
2022-09-30	$15,108,802	166,985	+21.9%	Shares	Sole	2022-11-14
2022-06-30	$10,997,155	136,985	-22.2%	Shares	Sole	2022-08-10
2022-03-31	$18,755,345	176,090	+5.3%	Shares	Sole	2022-05-10
2021-12-31	$18,747,146	167,221	+7.5%	Shares	Sole	2022-02-14
2021-09-30	$15,892,975	155,539	+1.5%	Shares	Sole	2021-11-15
2021-06-30	$13,974,046	153,241	-36.1%	Shares	Sole	2021-08-10
2021-03-31	$17,930,064	239,835	+5.1%	Shares	Sole	2021-05-14
2020-12-31	$11,768,183	228,154	-2.2%	Shares	Sole	2021-02-11
2020-09-30	$9,762,369	233,382	+30.2%	Shares	Sole	2020-11-13
2020-06-30	$6,352,533	179,197	+95.7%	Shares	Sole	2020-08-12
2020-03-31	$2,023,002	91,580	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.