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Waratah Capital Advisors Ltd.

Position in TFII — TFI International Inc.

CIK 1539919 TORONTO, A6

Position in TFII

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$14,849,875
+$14,849,875 QoQ
Shares Held
103,433
Ownership
0.126%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#66
of 290 holders
Holding Since
Mar 2020
14 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 Dec 31, 2025
CallValue
$10,397,010
CallShares
100,600
PutValue
$0
PutShares
0

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, 2026

Waratah Capital Advisors Ltd. holds $14,849,875 across 1 Trucking name. TFII ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TFII
TFI International Inc.
This page
103,433 $14,849,875

All Filings in TFII

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $14,849,875 103,433
2025-12-31 $10,397,010 100,600
2024-03-31 $14,351,400 90,000
2023-12-31 $16,317,600 120,000
2023-03-31 $15,096,030 126,549
2022-12-31 $12,913,017 128,821
2022-09-30 $11,584,787 128,037
2022-06-30 $12,560,528 156,459
2022-03-31 $16,916,557 158,826
2021-12-31 $25,290,558 225,587
2021-09-30 $20,376,531 199,418
2021-06-30 $8,701,805 95,425
2020-09-30 $2,343,274 56,019
2020-03-31 $1,296,572 58,695