Donald Smith & Co's WFG Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 1.63 M shares of West Fraser Timber Co. Ltd. (WFG) worth $110.33 M, representing 1.95% of the portfolio. First purchased in 2025-Q4, this short-term holding has been held for 3 quarters.
Based on 13F filings, Donald Smith & Co has maintained this position in WFG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 213,472 shares. Largest reduction occurred in Q2 2026, reducing 72,831 shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's West Fraser Timber Co (WFG) Holding Value Over Time
Track share changes against reported price movement
Quarterly West Fraser Timber Co (WFG) Trades by Donald Smith & Co
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -72,831 | Reduce 4.28% | 1.63 M | $67.69 |
| Q1 2026 | +213,472 | Add 14.33% | 1.7 M | $65.29 |
| Q4 2025 | +1.49 M | New Buy | 1.49 M | $61.11 |
Donald Smith & Co's West Fraser Timber Co Investment FAQs
Donald Smith & Co first purchased West Fraser Timber Co. Ltd. (WFG) in Q4 2025, acquiring 1,489,342 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co has held West Fraser Timber Co. Ltd. (WFG) for 3 quarters since Q4 2025.
Donald Smith & Co's largest addition to West Fraser Timber Co. Ltd. (WFG) was in Q4 2025, adding 1,489,342 shares worth $91.01 M.
According to the latest 13F filing for Q2 2026, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 1,629,983 shares of West Fraser Timber Co. Ltd. (WFG), valued at approximately $110.33 M.
As of the Q2 2026 filing, West Fraser Timber Co. Ltd. (WFG) represents approximately 1.95% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings.
Donald Smith & Co's peak holding in West Fraser Timber Co. Ltd. (WFG) was 1,702,814 shares, as reported at the end of Q1 2026.