Ownership history in Baskin Financial Services Inc. Β· 24 quarters on record
This page tracks every 13F SEC filing in which Baskin Financial Services Inc. reported a position in TFI International Inc. (TFII). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Baskin Financial Services Inc. underperformed the S&P 500 by β18.3% annually on this TFII position. Timing score: 61% (14/23 decisions correct). Average cost basis: $25.36. Maximum drawdown during holding period: β50.7%.
β Significantly underperformed the S&P 500 by 18.3% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
14 of 23 add/trim decisions correct
Best entry: $20.57 (2020 Q1) Β· Worst: $103.35 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
9 adds Β· 15 trims. Bought during 2 of 8 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.33% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size