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 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 $129B AUM 30.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Impala Asset Management's WFG Position: Q1 2026 in Review

Impala Asset Management opened a new position in West Fraser Timber (WFG) in Q1 2026: 44,826 shares worth $2.93M. The stake represents 1.37% of the portfolio and ranks #16 among its holdings. This is a return to the name: Impala Asset Management previously reported a position in WFG as recently as Q1 2025.

Impala Asset Management first reported a position in WFG in Q1 2021 and has held it in 13 quarters since. The position peaked at $144M in Q1 2021. 173 funds tracked by Wall St. Rank hold WFG as of Q1 2026.

Impala Asset Management held 44,826 shares of West Fraser Timber worth $2.93M as of Q1 2026.
West Fraser Timber was a new Impala Asset Management position in Q1 2026.
West Fraser Timber made up 1.37% of Impala Asset Management's portfolio in Q1 2026, its #16 holding.
Impala Asset Management first reported a position in West Fraser Timber in Q1 2021 and has held it in 13 quarters since.
Impala Asset Management's West Fraser Timber position peaked at $144M in Q1 2021.
173 funds tracked by Wall St. Rank held West Fraser Timber as of Q1 2026.

Based on Impala Asset Management's 13F filing for Q1 2026, filed 13 May 2026.