PICTON MAHONEY ASSET MANAGEMENT

Position in TFII — TFI International Inc.

CIK 1539041 Toronto, A6

Position in TFII

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$26,203,391

New position

Shares Held

182,513

first reported quarter

Ownership

0.222%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#52

of 290 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

PICTON MAHONEY ASSET MANAGEMENT holds $75,686,227 across 5 Trucking names. TFII ranks #2 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XPO	XPO, Inc.	128,028	$26,282,868
2	TFII	TFI International Inc. This page	182,513	$26,203,391
3	RXO	RXO, Inc.	451,100	$12,445,849
4	SAIA	Saia Inc	24,880	$10,478,460
5	KNX	Knight-Swift Transportation Holdings Inc.	3,540	$275,659

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,203,391	182,513	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.