Waratah Capital Advisors’s West Fraser Timber WFG Stock Holding History

Waratah Capital Advisors’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
2024 Q4	–	Sell	-150,000	Closed	-$19.8M	–	204
2024 Q3	$19.8M	Buy	+150,000	New	+$12.9M	0.39%	42
2024 Q2	–	Sell	-370,000	Closed	-$32M	–	181
2024 Q1	$32M	Buy	+370,000	New	+$30.2M	0.96%	26
2023 Q4	–	Sell	-40,000	Closed	-$2.91M	–	208
2023 Q3	$2.91M	Buy	+40,000	New	+$3.15M	0.04%	103
2021 Q3	–	Sell	-56,000	Closed	-$4.95M	–	303
2021 Q2	$4.95M	Buy	+56,000	New	+$4.3M	0.07%	98

Other funds holding WFG

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Waratah Capital Advisors's WFG Position: Q2 2025 in Review

Waratah Capital Advisors sold out of West Fraser Timber (WFG) in Q2 2025, closing a stake of 105,521 shares — an estimated $8.12M sold.

Waratah Capital Advisors first reported a position in WFG in Q1 2021 and held it in 16 quarters. The position peaked at $99.7M in Q2 2021. 202 funds tracked by Wall St. Rank hold WFG as of Q2 2025.

Waratah Capital Advisors reported no remaining West Fraser Timber position as of Q2 2025 after selling out during the quarter.
Waratah Capital Advisors sold 105,521 West Fraser Timber shares in Q2 2025, an estimated $8.12M.
Waratah Capital Advisors first reported a position in West Fraser Timber in Q1 2021 and held it in 16 quarters.
Waratah Capital Advisors's West Fraser Timber position peaked at $99.7M in Q2 2021.
202 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2025.

Based on Waratah Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.