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The Bristol Gate Canadian Equity's investment thesis on TFI International ($TFII.TO) — Q1 2026 | Buyside Digest

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$TFII.TONASDAQTFI International

BEAR

The Bristol Gate Canadian Equity—TFII.TO

Fund Letter

Q1 2026

Published March 31, 2026

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$189.50USD

+0.0% vs last month

$155.08Pitched

+22.2% since pitch

Market Cap$15.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

TFI International contributed positively after reporting Q4 2025 earnings per share of CAD 1.50 vs. analyst expectations of CAD 1.17 — a 27% beat that drove meaningful positive stock reaction.

— The Bristol Gate Canadian Equity

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