Turtle Creek Asset Management’s West Fraser Timber WFG Stock Holding History

Turtle Creek Asset 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	$389K	Sell	5,750 -8,000	-58%	-$521K	0.02%	37
2026 Q1	$898K	Sell	13,750 -1,700	-11%	-$115K	0.03%	35
2025 Q4	$944K	Sell	15,450 -1,900	-11%	-$119K	0.04%	34
2025 Q3	$1.18M	Buy	17,350 +100	+0.6%	+$7.3K	0.04%	36
2025 Q2	$1.26M	Buy	17,250 +1,200	+7%	+$89.2K	0.04%	33
2025 Q1	$1.23M	Sell	16,050 -2,300	-13%	-$189K	0.03%	31
2024 Q4	$1.59M	Sell	18,350 -800	-4%	-$75K	0.04%	31
2024 Q3	$1.86M	Sell	19,150 -1,050	-5%	-$90K	0.04%	32
2024 Q2	$1.55M	Buy	20,200 +400	+2%	+$31.8K	0.04%	33
2024 Q1	$1.71M	Sell	19,800 -550	-3%	-$45K	0.04%	33
2023 Q4	$1.74M	Sell	20,350 -1,800	-8%	-$133K	0.05%	31
2023 Q3	$1.61M	Buy	22,150 +1,200	+6%	+$94.4K	0.05%	32
2023 Q2	$1.8M	Sell	20,950 -1,200	-5%	-$90.5K	0.05%	31
2023 Q1	$1.58M	Buy	22,150 +6,200	+39%	+$476K	0.05%	29
2022 Q4	$1.15M	Buy	15,950 +1,600	+11%	+$122K	0.04%	27
2022 Q3	$1.04M	Buy	+14,350	New	+$1.24M	0.04%	28

Other funds holding WFG

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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 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 New York $1.15T AUM 47.82% 1-Year Est. Return

Turtle Creek Asset Management's WFG Position: Q2 2026 in Review

Turtle Creek Asset Management reduced its West Fraser Timber (WFG) stake by 58% in Q2 2026, selling an estimated $521K and leaving 5,750 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #37.

Turtle Creek Asset Management first reported a position in WFG in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.86M in Q3 2024. 168 funds tracked by Wall St. Rank hold WFG as of Q2 2026.

Turtle Creek Asset Management held 5,750 shares of West Fraser Timber worth $389K as of Q2 2026.
Turtle Creek Asset Management sold 8,000 West Fraser Timber shares in Q2 2026, an estimated $521K.
West Fraser Timber made up 0.02% of Turtle Creek Asset Management's portfolio in Q2 2026, its #37 holding.
Turtle Creek Asset Management first reported a position in West Fraser Timber in Q3 2022 and has held it in 16 quarters since.
Turtle Creek Asset Management's West Fraser Timber position peaked at $1.86M in Q3 2024.
168 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2026.

Based on Turtle Creek Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.