Hudson Bay Capital Management’s West Fraser Timber WFG Stock Holding History

Hudson Bay Capital Management’s Portfolio WFG Stock Details WFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-14,000	Closed	-$952K	–	1556
2025 Q3	$952K	Buy	+14,000	New	+$1.02M	﹤0.01%	867
2025 Q2	–	Sell	-50,000	Closed	-$3.85M	–	1673
2025 Q1	$3.85M	Buy	50,000 +20,000	+67%	+$1.65M	0.01%	668
2024 Q4	$2.6M	Sell	30,000 -5,000	-14%	-$469K	0.01%	605
2024 Q3	$3.41M	Hold	35,000	–	–	0.01%	494
2024 Q2	$2.69M	Sell	35,000 -78,000	-69%	-$6.19M	0.01%	491
2024 Q1	$9.77M	Buy	113,000 +18,000	+19%	+$1.47M	0.05%	177
2023 Q4	$8.13M	Sell	95,000 -60,000	-39%	-$4.44M	0.05%	215
2023 Q3	$11.2M	Buy	155,000 +50,000	+48%	+$3.93M	0.09%	148
2023 Q2	$9.03M	Sell	105,000 -6,000	-5%	-$453K	0.07%	187
2023 Q1	$7.91M	Buy	111,000 +1,000	+0.9%	+$76.8K	0.07%	209
2022 Q4	$7.95M	Sell	110,000 -32,000	-23%	-$2.44M	0.08%	226
2022 Q3	$10.3M	Buy	142,000 +77,000	+118%	+$6.68M	0.09%	160
2022 Q2	$4.99M	Buy	+65,000	New	+$5.48M	0.04%	434

Other funds holding WFG

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Hudson Bay Capital Management's WFG Position: Q4 2025 in Review

Hudson Bay Capital Management sold out of West Fraser Timber (WFG) in Q4 2025, closing a stake of 14,000 shares — an estimated $952K sold.

Hudson Bay Capital Management first reported a position in WFG in Q2 2022 and held it in 13 quarters. The position peaked at $11.2M in Q3 2023. 158 funds tracked by Wall St. Rank hold WFG as of Q4 2025.

Hudson Bay Capital Management reported no remaining West Fraser Timber position as of Q4 2025 after selling out during the quarter.
Hudson Bay Capital Management sold 14,000 West Fraser Timber shares in Q4 2025, an estimated $952K.
Hudson Bay Capital Management first reported a position in West Fraser Timber in Q2 2022 and held it in 13 quarters.
Hudson Bay Capital Management's West Fraser Timber position peaked at $11.2M in Q3 2023.
158 funds tracked by Wall St. Rank held West Fraser Timber as of Q4 2025.

Based on Hudson Bay Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.