WFG
West Fraser Timber Co Ltd
West Fraser Timber Co Ltd historical holders
total: 3
Donald Smith & Co. West Fraser Timber Co Ltd transactions over time
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 1
- Reduced:
- 1
- Held since:
- 2025 Q4
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q2
Donald Smith & Co. has been an institutional investor in West Fraser Timber Co Ltd (WFG) since 2025 Q4. According to 2026 Q2 report, Donald Smith & Co. holds 1,629,983 shares with a market value of roughly $110.33M representing 1.95% of their equity portfolio. The fund/company first acquired WFG in 2025 Q4, initially purchasing about 1.49M shares. Since the initial investment, Donald Smith & Co. has made 2 more transactions in this position.
Does Donald Smith & Co. still hold WFG?
Yes, Donald Smith & Co. continues to hold West Fraser Timber Co Ltd (WFG). According to their 2026 Q2 report, they maintain a position of 1,629,983 shares valued at approximately $110.33M, representing 1.95% of their equity portfolio.
When did Donald Smith & Co. first invest in WFG?
Donald Smith & Co. first invested in West Fraser Timber Co Ltd (WFG) in 2025 Q4 at the reported quarter-end price of $61.11 per share, acquiring 1,489,342 shares in their initial purchase.
What is Donald Smith & Co.'s average cost basis for WFG?
Based on historical transaction data, Donald Smith & Co.'s estimated cost basis for West Fraser Timber Co Ltd (WFG) is approximately $61.63 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $61.63
- Weighted AVG sell price:
- $67.69
WFG transactions history by Donald Smith & Co.
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
1.95%
|
1,629,983
|
$67.69
|
$110,333,549
|
-4.28% (-72,831)
|
-0.09%
|
|
2026 Q1
|
2.00%
|
1,702,814
|
$65.29
|
$111,176,726
|
+14.33% (+213,472)
|
+0.25%
|
|
2025 Q4
|
1.70%
|
1,489,342
|
$61.11
|
$91,013,690
|
new
|
+1.7%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.