Norwood Investment Partners, LP TFII — TFI INTL INC

Ownership history in Norwood Investment Partners, LP  ·  19 quarters on record

AI Ownership Summary

Norwood Investment Partners, LP reported TFI INTL INC (TFII) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 11.44% in 2026 Q2. The latest visible filing shows TFII at 11.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TFII ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Norwood Investment Partners, LP's position in TFI INTL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TFII was reported at 11.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.44% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TFII stock page Norwood Investment Partners, LP fund profile Norwood Investment Partners, LP full holdings
How Norwood Investment Partners, LP held TFII — position size vs. price
% of Fund (quarterly)    TFII price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 57,705 -6,295 -9.8% 11.44% $8.3M 2026-08-12 $145.94
2026 Q1 ADDED — — — 64,000 +32,000 +100.0% 10.70% $7.0M 2026-05-14 $142.29
2025 Q4 UNCHANGED — — — 32,000 — 0% 3.72% $3.3M 2026-02-17 $120.13
2025 Q3 REDUCED 10.7% +20.3% ❌ 32,000 -3,822 -10.7% 2.42% $2.8M 2025-11-12 $87.05
2025 Q2 REDUCED 50.5% -0.4% ✅ 35,822 -36,534 -50.5% 2.41% $3.2M 2025-08-12 $88.07
2025 Q1 REDUCED 10.5% +16.4% ❌ 72,356 -8,500 -10.5% 5.00% $5.6M 2025-05-06 $79.63
2024 Q4 ADDED — — — 80,856 +4,111 +5.4% 7.80% $10.9M 2025-02-11 $127.60
2024 Q3 UNCHANGED — — — 76,745 — 0% 7.09% $10.5M 2024-11-12 $143.88
2024 Q2 ADDED — — — 76,745 +1,769 +2.4% 7.18% $11.1M 2024-08-09 $140.79
2024 Q1 REDUCED 27.9% -8.3% ✅ 74,976 -29,024 -27.9% 7.64% $12.0M 2024-05-14 $133.18
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TFII

As of 2026 Q2 — sorted by position size

Hauser Brothers GmbH 54.71% CDAM (UK) Ltd 3Y 7Y 9.43% Baskin Financial Services Inc. 3Y 7Y 4.49% Maple Rock Capital Partners Inc. 3Y 7Y 3.99% Turas Capital Management LP 3.91% Dixon Mitchell Investment Counsel Inc. 3.9% 4D Advisors, LLC 3.86% QV Investors Inc. 3Y 7Y 3.5% Candelo Capital Management LP 3.03% Scheer, Rowlett & Associates Investment Management Ltd. 3Y 7Y 2.15%

FAQ About Norwood Investment Partners, LP and TFII

These are the practical questions this page is built to answer before you even open the full history table.

How long has Norwood Investment Partners, LP reported owning TFII?

Norwood Investment Partners, LP reported TFII across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported TFII position in Norwood Investment Partners, LP's portfolio?

The largest reported portfolio weight for TFII was 11.44% in 2026 Q2.

What is the latest reported TFII position on this page?

The most recent filing on this page is 2026 Q2, when Norwood Investment Partners, LP reported 57,705 shares, equal to 11.44% of portfolio, with an estimated market value of $8.3M.

What does the chart on this TFII ownership page compare?

The chart compares Norwood Investment Partners, LP's quarterly TFII portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Norwood Investment Partners, LP time their TFII position?

Based on 13F filing dates vs. subsequent TFII price moves, Norwood Investment Partners, LP correctly timed 5 out of 15 reported position changes (33%). The annualised alpha on TFII relative to SPY over the holding period was +92.1%.

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