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John Overdeck’s West Fraser Timber WFG Stock Holding History

John Overdeck’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 		$19.3M Sell
284,763
-34,835
-11% -$2.27M 0.01% 1082
2026
Q1 		$20.9M Buy
319,598
+61,931
+24% +$4.18M 0.02% 920
2025
Q4 		$15.7M Buy
257,667
+79,103
+44% +$4.95M 0.02% 843
2025
Q3 		$12.1M Buy
178,564
+104,082
+140% +$7.6M 0.02% 852
2025
Q2 		$5.46M Buy
+74,482
New +$5.54M 0.01% 1178
2024
Q3 		– Sell
-24,600
Closed -$1.89M – 3357
2024
Q2 		$1.89M Buy
+24,600
New +$1.95M ﹤0.01% 1585
2023
Q4 		– Sell
-18,867
Closed -$1.37M – 3416
2023
Q3 		$1.37M Sell
18,867
-32,200
-63% -$2.53M ﹤0.01% 1743
2023
Q2 		$4.39M Buy
+51,067
New +$3.85M 0.01% 981
2022
Q1 		– Sell
-10,629
Closed -$1.01M – 4450
2021
Q4 		$1.01M Buy
+10,629
New +$919K ﹤0.01% 2553
2021
Q3 		– Sell
-4,348
Closed -$312K – 4772
2021
Q2 		$312K Sell
4,348
-284,696
-98% -$21.9M ﹤0.01% 3480
2021
Q1 		$20.8M Buy
+289,044
New +$19.4M 0.05% 419

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

John Overdeck's WFG Position: Q2 2026 in Review

John Overdeck reduced its West Fraser Timber (WFG) stake by 11% in Q2 2026, selling an estimated $2.27M and leaving 284,763 shares worth $19.3M. The position accounts for 0.01% of the portfolio, ranked #1082.

John Overdeck first reported a position in WFG in Q1 2021 and has held it in 11 quarters since. The position peaked at $20.9M in Q1 2026. 168 funds tracked by Wall St. Rank hold WFG as of Q2 2026.

  • John Overdeck held 284,763 shares of West Fraser Timber worth $19.3M as of Q2 2026.
  • John Overdeck sold 34,835 West Fraser Timber shares in Q2 2026, an estimated $2.27M.
  • West Fraser Timber made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1082 holding.
  • John Overdeck first reported a position in West Fraser Timber in Q1 2021 and has held it in 11 quarters since.
  • John Overdeck's West Fraser Timber position peaked at $20.9M in Q1 2026.
  • 168 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.