Dixon Mitchell keeps adding to TFI International while its stock sits roughly 36% below its 52-week highs.On Nov. 13, 2025, Dixon Mitchell Investment Counsel Inc. disclosed in a U.S. Securities and Exchange Commission filing that it increased its position in TFI International Inc. by 93,705 shares, an estimated $7 million.What happenedDixon Mitchell Investment Counsel reported a purchase of 93,705 shares of TFI International Inc. (TFII +1.10%), according to its quarterly Form 13F filed with the U.S. Securit ...

公司业务模式 - 公司长期稳定表现源于在飞机售后市场的政府及商业客户备件业务领域进行连续收购 [1] - 核心商业模式聚焦于高资本回报率及长期资本复利增长的优质企业特质 [1] 行业定位 - 公司属于航空售后市场细分领域 主要服务对象包括政府机构和商业客户 [1] - 行业特性体现为高资本纪律性 需通过持续收购强化竞争优势 [1] 投资特征 - 业务具备优质股票特征 包括卓越资本回报能力和资本配置纪律性 [1] - 长期投资价值体现在资本复利增长潜力 [1] （注：文档2和3内容均为披露声明 与核心业务分析无关 已按规则跳过）