Hudson Bay Capital Management LP

Position in TFII — TFI International Inc.

CIK 1393825 STAMFORD, CT

Position in TFII

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

Position Value

$4,887,553

-$1,581,363 QoQ

Shares Held

34,043

-42.8% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#114

of 290 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Hudson Bay Capital Management LP holds $39,186,023 across 11 Trucking names. TFII ranks #3 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KNX	Knight-Swift Transportation Holdings Inc.	100,287	$7,809,348
2	ARCB	Arcbest Corp /Tx/	50,897	$7,305,755
3	TFII	TFI International Inc. This page	34,043	$4,887,553
4	XPO	XPO, Inc.	21,586	$4,431,389
5	SAIA	Saia Inc	9,774	$4,116,417
6	ODFL	Old Dominion Freight Line, Inc.	15,283	$3,310,297
7	WERN	Werner Enterprises Inc	65,587	$2,860,249
8	MRTN	Marten Transport Ltd	106,780	$1,852,633

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,887,553	34,043	-42.8%	Shares	Sole	2026-08-14
2026-03-31	$6,468,916	59,550	+180.5%	Shares	Sole	2026-05-13
2025-12-31	$2,193,913	21,228	+3.5%	Shares	Sole	2026-02-13
2025-09-30	$1,805,758	20,506	-83.0%	Shares	Sole	2025-12-15
2025-06-30	$10,797,523	120,414	+228.3%	Shares	Sole	2025-08-18
2025-03-31	$2,840,788	36,679	+41.1%	Shares	Sole	2025-05-14
2024-09-30	$3,559,140	26,000	+96.8%	Shares	Sole	2024-11-13
2023-12-31	$1,796,703	13,213	-71.3%	Shares	Sole	2024-02-14
2023-06-30	$5,242,160	46,000	+63.7%	Shares	Sole	2023-08-14
2022-06-30	$2,255,868	28,100	-25.1%	Shares	Sole	2022-08-12
2021-12-31	$4,204,125	37,500	+87.5%	Shares	Sole	2022-02-14
2021-09-30	$2,043,600	20,000	-76.8%	Shares	Sole	2021-12-29
2021-03-31	$6,454,703	86,339	+76.9%	Shares	Sole	2021-05-14
2020-12-31	$2,518,135	48,820	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.