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Letko, Brosseau & Associates’s West Fraser Timber WFG Stock Holding History

Letko, Brosseau & Associates’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 		$92.3M Buy
1,417,201
+245,853
+21% +$16.6M 1.49% 25
2025
Q4 		$71.8M Buy
1,171,348
+22,179
+2% +$1.39M 1.17% 33
2025
Q3 		$78.1M Buy
1,149,169
+30,315
+3% +$2.21M 1.34% 28
2025
Q2 		$81.9M Buy
1,118,854
+26,052
+2% +$1.94M 1.57% 23
2025
Q1 		$83.9M Sell
1,092,802
-18,604
-2% -$1.53M 1.78% 19
2024
Q4 		$96.2M Sell
1,111,406
-24,210
-2% -$2.27M 1.86% 18
2024
Q3 		$111M Buy
1,135,616
+6,090
+0.5% +$522K 2.01% 15
2024
Q2 		$86.7M Sell
1,129,526
-6,804
-0.6% -$540K 1.64% 22
2024
Q1 		$98.2M Buy
1,136,330
+1,828
+0.2% +$149K 1.71% 23
2023
Q4 		$97.5M Buy
1,134,502
+9,336
+0.8% +$691K 1.78% 19
2023
Q3 		$82.1M Buy
1,125,166
+5,632
+0.5% +$443K 1.61% 22
2023
Q2 		$96.3M Sell
1,119,534
-2,052
-0.2% -$155K 1.79% 20
2023
Q1 		$79.9M Sell
1,121,586
-6,597
-0.6% -$507K 1.49% 24
2022
Q4 		$81.4M Sell
1,128,183
-60,620
-5% -$4.62M 1.47% 21
2022
Q3 		$86.5M Sell
1,188,803
-103,663
-8% -$8.99M 1.71% 18
2022
Q2 		$99M Sell
1,292,466
-23,395
-2% -$1.97M 1.75% 18
2022
Q1 		$108M Sell
1,315,861
-112,284
-8% -$10.6M 1.62% 19
2021
Q4 		$136M Sell
1,428,145
-76,757
-5% -$6.64M 1.95% 17
2021
Q3 		$127M Sell
1,504,902
-83,579
-5% -$6.23M 1.83% 18
2021
Q2 		$114M Sell
1,588,481
-446,398
-22% -$34.3M 1.52% 18
2021
Q1 		$146M Buy
+2,034,879
New +$137M 2% 16

Other funds holding WFG

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Letko, Brosseau & Associates's WFG Position: Q1 2026 in Review

Letko, Brosseau & Associates increased its West Fraser Timber (WFG) stake by 21% in Q1 2026, buying an estimated $16.6M and bringing the position to 1,417,201 shares worth $92.3M. The position accounts for 1.49% of the portfolio, ranked #25.

Letko, Brosseau & Associates first reported a position in WFG in Q1 2021 and has held it in 21 quarters since. The position peaked at $146M in Q1 2021. 173 funds tracked by Wall St. Rank hold WFG as of Q1 2026.

  • Letko, Brosseau & Associates held 1,417,201 shares of West Fraser Timber worth $92.3M as of Q1 2026.
  • Letko, Brosseau & Associates bought 245,853 West Fraser Timber shares in Q1 2026, an estimated $16.6M.
  • West Fraser Timber made up 1.49% of Letko, Brosseau & Associates's portfolio in Q1 2026, its #25 holding.
  • Letko, Brosseau & Associates first reported a position in West Fraser Timber in Q1 2021 and has held it in 21 quarters since.
  • Letko, Brosseau & Associates's West Fraser Timber position peaked at $146M in Q1 2021.
  • 173 funds tracked by Wall St. Rank held West Fraser Timber as of Q1 2026.

Based on Letko, Brosseau & Associates's 13F filing for Q1 2026, filed 12 May 2026.