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Smead Capital Management’s West Fraser Timber WFG Stock Holding History

Smead Capital 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
Q2 		$8.38M Buy
123,878
+9,100
+8% +$593K 0.18% 30
2026
Q1 		$7.49M Buy
114,778
+60,100
+110% +$4.05M 0.16% 29
2025
Q4 		$3.35M Sell
54,678
-65,700
-55% -$4.11M 0.07% 30
2025
Q3 		$8.18M Hold
120,378
– – 0.16% 31
2025
Q2 		$8.83M Sell
120,378
-571
-0.5% -$42.5K 0.18% 30
2025
Q1 		$9.29M Sell
120,949
-1,372
-1% -$113K 0.16% 32
2024
Q4 		$10.6M Buy
122,321
+4,213
+4% +$395K 0.16% 30
2024
Q3 		$11.5M Buy
118,108
+5,743
+5% +$492K 0.16% 29
2024
Q2 		$8.63M Sell
112,365
-11,805
-10% -$937K 0.13% 30
2024
Q1 		$10.7M Buy
124,170
+22,890
+23% +$1.87M 0.17% 31
2023
Q4 		$8.66M Buy
101,280
+2,701
+3% +$200K 0.16% 31
2023
Q3 		$7.16M Buy
+98,579
New +$7.75M 0.15% 29
2022
Q3 		– Sell
-69,365
Closed -$5.32M – 31
2022
Q2 		$5.32M Buy
69,365
+24,940
+56% +$2.1M 0.14% 28
2022
Q1 		$3.65M Buy
44,425
+38,295
+625% +$3.6M 0.08% 29
2021
Q4 		$585K Buy
6,130
+140
+2% +$12.1K 0.02% 28
2021
Q3 		$639K Buy
5,990
+77
+1% +$5.74K 0.02% 27
2021
Q2 		$424K Buy
5,913
+169
+3% +$13K 0.01% 32
2021
Q1 		$413K Buy
+5,744
New +$386K 0.02% 32

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

Smead Capital Management's WFG Position: Q2 2026 in Review

Smead Capital Management increased its West Fraser Timber (WFG) stake by 7.9% in Q2 2026, buying an estimated $593K and bringing the position to 123,878 shares worth $8.38M. The position accounts for 0.18% of the portfolio, ranked #30.

Smead Capital Management first reported a position in WFG in Q1 2021 and has held it in 18 quarters since. The position peaked at $11.5M in Q3 2024. 168 funds tracked by Wall St. Rank hold WFG as of Q2 2026.

  • Smead Capital Management held 123,878 shares of West Fraser Timber worth $8.38M as of Q2 2026.
  • Smead Capital Management bought 9,100 West Fraser Timber shares in Q2 2026, an estimated $593K.
  • West Fraser Timber made up 0.18% of Smead Capital Management's portfolio in Q2 2026, its #30 holding.
  • Smead Capital Management first reported a position in West Fraser Timber in Q1 2021 and has held it in 18 quarters since.
  • Smead Capital Management's West Fraser Timber position peaked at $11.5M in Q3 2024.
  • 168 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2026.

Based on Smead Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.