West Fraser Timber Co. Ltd. (WFG) reported first-quarter 2026 revenue of $1.33 billion, down 8.6% year-over-year. Cost of sales was $1.18 billion, leaving gross profit of $155 million, a decline of 42.2% from the prior year.
Operating results swung into a loss, with an operating loss of $210 million (down 428.1% YoY). Net loss attributable to common shareholders was $188 million, and diluted earnings per share were -$2.40, a steep year-over-year decline.
Key cash flow and balance sheet figures:
Quick takeaways:
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
West Fraser Timber Co. Ltd. Hedge Fund Activity
We have seen 77 institutional investors add shares of West Fraser Timber Co. Ltd. stock to their portfolio, and 96 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DONALD SMITH & CO., INC. added 1,489,342 shares (+inf%) to their portfolio in Q4 2025, for an estimated $91,013,689
- THRIVENT FINANCIAL FOR LUTHERANS removed 841,370 shares (-93.8%) from their portfolio in Q4 2025, for an estimated $51,416,120
- PRICE T ROWE ASSOCIATES INC /MD/ added 802,477 shares (+28.6%) to their portfolio in Q4 2025, for an estimated $49,039,369
- VONTOBEL HOLDING LTD. removed 354,510 shares (-86.9%) from their portfolio in Q4 2025, for an estimated $21,664,106
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 347,299 shares (+392.7%) to their portfolio in Q4 2025, for an estimated $21,223,441
- HORIZON KINETICS ASSET MANAGEMENT LLC removed 296,006 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $18,088,926
- GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC removed 264,974 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $16,192,561
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
