Donald Smith & Co's WFG Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 1.7 M shares of West Fraser Timber Co. Ltd. (WFG) worth $111.18 M, representing 2.00% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Donald Smith & Co has initiated a new position in WFG, representing a fresh investment thesis on this company. Largest addition occurred in Q1 2026, adding 213,472 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 |
|---|---|---|---|---|
| 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 2 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 Q1 2026, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 1,702,814 shares of West Fraser Timber Co. Ltd. (WFG), valued at approximately $111.18 M.
As of the Q1 2026 filing, West Fraser Timber Co. Ltd. (WFG) represents approximately 2.00% 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.