SCHEDULE: Caisse de depot Discloses 5.5% Stake in TFI Intl.

Sentiment:

Beneficial Ownership Report


Caisse de depot et placement du Quebec has disclosed a 5.5% beneficial ownership stake in TFI International Inc., holding 4,591,018 common shares.

Summary

  • Caisse de depot et placement du Quebec (CDPQ) has filed a Schedule 13G, reporting beneficial ownership of common stock in TFI International Inc.
  • CDPQ holds 4,591,018 shares of TFI International Inc. common stock.
  • This ownership represents 5.5% of the total class of securities.
  • CDPQ has sole voting power and sole dispositive power over all 4,591,018 shares.
  • The filing certifies that the securities were not acquired or held for the purpose of changing or influencing the control of TFI International Inc.

Sentiment

Score: 6

Explanation: The sentiment is neutral to slightly positive. A Schedule 13G filing is primarily a factual disclosure of beneficial ownership, not a performance report. The positive aspect comes from a large, reputable institutional investor taking a significant stake, which can be interpreted as a vote of confidence in the company.

Future Outlook

NA

Industry Context

This filing indicates a significant institutional investment by Caisse de depot et placement du Quebec, a major Canadian pension fund manager, in TFI International Inc., a prominent player in the North American transportation and logistics sector. Such an investment by a large, long-term oriented investor can signal confidence in the company's fundamentals and strategic direction within the broader industry.

Stakeholder Impact

  • Shareholders: The disclosure of a significant stake by a major institutional investor like CDPQ could be viewed positively, potentially signaling confidence in the company's value and future prospects.
  • Company Management: Awareness of a large institutional holder may influence strategic decisions, though the filing explicitly states the stake is not for control purposes.

Key Dates

DateDescription
07/28/2025Date of event which required the filing of this statement
08/04/2025Date of signature for the Schedule 13G filing

Keywords

TFI International Inc., Caisse de depot et placement du Quebec, CDPQ, Beneficial Ownership, Common Stock, Transportation, Logistics, Investment, Institutional Investor, Schedule 13G

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