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West Fraser Timber Co. Ltd.

WFG Materials
$65.29 +$1.13 (1.76%)
Market Cap: $5.03 B
Gurus Holding
6
Popularity Rank
#1399
% of Shares Held
4.42%
Net Activity (Q4 2025)
-$33.51 M

Guru Ownership Trend

Guru Analysis for West Fraser Timber Co. Ltd. (WFG)

West Fraser Timber Co. Ltd. (WFG), a key player in the Materials sector, continues to attract institutional attention.

As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $225.86 M.

Top institutional holders include Manning & Napier Group and Donald Smith & Co.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $33.51 M net outflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 145.5%. Conversely, Manning & Napier Group reduced exposure by 81.5%.

Recent Activity Breakdown (Q4 2025)

+$97.72 M
Total Buy Value
New Buys 2
Additions 2
-$131.23 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for West Fraser Timber Co. Ltd. (WFG)

Major holders include Manning & Napier Group ($92.43 M), Donald Smith & Co ($91.01 M), Manning & Napier Group ($18.97 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 3.46 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $33.51 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited WFG. The total reported sell value was $131.23 M.

Yes, 2 managers opened new positions in WFG, and 2 increased their existing holdings. The total reported buy value was $97.72 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.20% Reduce -9.5% 1,512,477 $92.43 M Q4 2025
1.70% New Buy 1,489,342 $91.01 M Q4 2025
0.25% Reduce -81.5% 309,921 $18.97 M Q4 2025
0.00% New Buy 82,058 $4.99 M Q4 2025
0.00% Add 50.2% 41,900 $2.56 M Q4 2025
0.00% Add 145.5% 23,570 $1.44 M Q4 2025
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