Impala Asset Management’s West Fraser Timber WFG Stock Holding History

Impala Asset 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
2026 Q2	–	Sell	-44,826	Closed	-$2.93M	–	33
2026 Q1	$2.93M	Buy	+44,826	New	+$3.02M	1.37%	16
2025 Q2	–	Sell	-113,900	Closed	-$8.75M	–	32
2025 Q1	$8.75M	Sell	113,900 -15,400	-12%	-$1.27M	6.72%	6
2024 Q4	$11.2M	Buy	129,300 +9,300	+8%	+$872K	9.06%	5
2024 Q3	$15.8M	Sell	120,000 -5,000	-4%	-$428K	9.61%	3
2024 Q2	$9.6M	Buy	125,000 +65,000	+108%	+$5.16M	8.68%	3
2024 Q1	$5.18M	Buy	60,000 +45,000	+300%	+$3.68M	4.67%	7
2023 Q4	$1.28M	Buy	+15,000	New	+$1.11M	1.39%	13
2022 Q3	–	Sell	-60,000	Closed	-$4.6M	–	32
2022 Q2	$4.6M	Sell	60,000 -945,600	-94%	-$79.7M	4.38%	10
2022 Q1	$82.9M	Sell	1,005,600 -232,839	-19%	-$21.9M	7.15%	2
2021 Q4	$118M	Buy	1,238,439 +155,275	+14%	+$13.4M	9.33%	2
2021 Q3	$91.1M	Sell	1,083,164 -640,609	-37%	-$47.8M	6.47%	2
2021 Q2	$124M	Sell	1,723,773 -274,604	-14%	-$21.1M	8.23%	2
2021 Q1	$144M	Buy	+1,998,377	New	+$134M	9.44%	1

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

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

DSC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LBA

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

MNA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Impala Asset Management's WFG Position: Q2 2026 in Review

Impala Asset Management sold out of West Fraser Timber (WFG) in Q2 2026, closing a stake of 44,826 shares — an estimated $2.93M sold.

Impala Asset Management first reported a position in WFG in Q1 2021 and held it in 13 quarters. The position peaked at $144M in Q1 2021. 168 funds tracked by Wall St. Rank hold WFG as of Q2 2026.

Impala Asset Management reported no remaining West Fraser Timber position as of Q2 2026 after selling out during the quarter.
Impala Asset Management sold 44,826 West Fraser Timber shares in Q2 2026, an estimated $2.93M.
Impala Asset Management first reported a position in West Fraser Timber in Q1 2021 and held it in 13 quarters.
Impala Asset Management's West Fraser Timber position peaked at $144M in Q1 2021.
168 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2026.

Based on Impala Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.