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Jeff Yass’s West Fraser Timber WFG Stock Holding History

Jeff Yass’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
Q3 		– Sell
-42,900
Closed -$3.14M – 14048
2025
Q2 		$3.14M Buy
42,900
+32,600
+317% +$2.42M ﹤0.01% 4864
2025
Q1 		$792K Buy
10,300
+4,500
+78% +$370K ﹤0.01% 7855
2024
Q4 		$502K Buy
5,800
+1,700
+41% +$159K ﹤0.01% 8652
2024
Q3 		$399K Buy
+4,100
New +$351K ﹤0.01% 9000
2024
Q2 		– Sell
-5,300
Closed -$458K – 13348
2024
Q1 		$458K Sell
5,300
-5,100
-49% -$417K ﹤0.01% 8705
2023
Q4 		$890K Sell
10,400
-15,600
-60% -$1.15M ﹤0.01% 7271
2023
Q3 		$1.89M Buy
26,000
+10,600
+69% +$834K ﹤0.01% 5254
2023
Q2 		$1.32M Buy
15,400
+9,200
+148% +$694K ﹤0.01% 6048
2023
Q1 		$442K Buy
6,200
+2,900
+88% +$223K ﹤0.01% 8863
2022
Q4 		$239K Sell
3,300
-3,200
-49% -$244K ﹤0.01% 9685
2022
Q3 		$472K Sell
6,500
-25,300
-80% -$2.19M ﹤0.01% 8655
2022
Q2 		$2.44M Buy
31,800
+700
+2% +$59K ﹤0.01% 4486
2022
Q1 		$2.56M Buy
31,100
+8,600
+38% +$808K ﹤0.01% 4928
2021
Q4 		$2.15M Sell
22,500
-8,600
-28% -$744K ﹤0.01% 5344
2021
Q3 		$2.62M Buy
31,100
+17,000
+121% +$1.27M ﹤0.01% 5249
2021
Q2 		$1.01M Buy
+14,100
New +$1.08M ﹤0.01% 7729

Other funds holding WFG

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jeff Yass's WFG Position: Q2 2026 in Review

Jeff Yass reduced its West Fraser Timber (WFG) stake by 80% in Q2 2026, selling an estimated $1.17M and leaving 4,432 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #11042.

Jeff Yass first reported a position in WFG in Q2 2021 and has held it in 13 quarters since. The position peaked at $5.55M in Q2 2022. 168 funds tracked by Wall St. Rank hold WFG as of Q2 2026.

  • Jeff Yass held 4,432 shares of West Fraser Timber worth $300K as of Q2 2026.
  • Jeff Yass sold 18,011 West Fraser Timber shares in Q2 2026, an estimated $1.17M.
  • West Fraser Timber made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11042 holding.
  • Jeff Yass first reported a position in West Fraser Timber in Q2 2021 and has held it in 13 quarters since.
  • Jeff Yass's West Fraser Timber position peaked at $5.55M in Q2 2022.
  • 168 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.