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Murray Stahl’s West Fraser Timber WFG Stock Holding History

Murray Stahl’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
Q4 		– Sell
-296,006
Closed -$20.1M – 339
2025
Q3 		$20.1M Sell
296,006
-8,832
-3% -$645K 0.25% 41
2025
Q2 		$22.3M Buy
304,838
+16,206
+6% +$1.2M 0.27% 39
2025
Q1 		$22.2M Buy
288,632
+7,265
+3% +$598K 0.25% 36
2024
Q4 		$24.4M Buy
281,367
+44,424
+19% +$4.16M 0.3% 34
2024
Q3 		$23.1M Sell
236,943
-233
-0.1% -$20K 0.35% 33
2024
Q2 		$18.2M Buy
237,176
+25,695
+12% +$2.04M 0.32% 36
2024
Q1 		$18.3M Sell
211,481
-58,341
-22% -$4.77M 0.35% 36
2023
Q4 		$23.1M Sell
269,822
-87,094
-24% -$6.45M 0.48% 28
2023
Q3 		$25.9M Sell
356,916
-53,887
-13% -$4.24M 0.51% 28
2023
Q2 		$35.3M Sell
410,803
-43,920
-10% -$3.31M 0.76% 26
2023
Q1 		$32.4M Sell
454,723
-28,058
-6% -$2.16M 0.62% 28
2022
Q4 		$34.9M Sell
482,781
-11,231
-2% -$856K 0.58% 26
2022
Q3 		$35.8M Sell
494,012
-44,026
-8% -$3.82M 0.72% 24
2022
Q2 		$41.3M Buy
538,038
+78,926
+17% +$6.65M 0.86% 22
2022
Q1 		$37.8M Buy
459,112
+107,581
+31% +$10.1M 0.76% 24
2021
Q4 		$33.5M Buy
351,531
+52,525
+18% +$4.54M 0.74% 24
2021
Q3 		$25.2M Buy
299,006
+33,519
+13% +$2.5M 0.59% 27
2021
Q2 		$19M Buy
265,487
+201,028
+312% +$15.4M 0.39% 35
2021
Q1 		$4.64M Buy
+64,459
New +$4.33M 0.11% 65

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Murray Stahl's WFG Position: Q4 2025 in Review

Murray Stahl sold out of West Fraser Timber (WFG) in Q4 2025, closing a stake of 296,006 shares — an estimated $20.1M sold.

Murray Stahl first reported a position in WFG in Q1 2021 and held it in 19 quarters. The position peaked at $41.3M in Q2 2022. 158 funds tracked by Wall St. Rank hold WFG as of Q4 2025.

  • Murray Stahl reported no remaining West Fraser Timber position as of Q4 2025 after selling out during the quarter.
  • Murray Stahl sold 296,006 West Fraser Timber shares in Q4 2025, an estimated $20.1M.
  • Murray Stahl first reported a position in West Fraser Timber in Q1 2021 and held it in 19 quarters.
  • Murray Stahl's West Fraser Timber position peaked at $41.3M in Q2 2022.
  • 158 funds tracked by Wall St. Rank held West Fraser Timber as of Q4 2025.

Based on Horizon Kinetics Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.