undamentalytics Newsletter

West Fraser Timber Co., LTD: which funds bought and sold

Institutions that bought and sold West Fraser Timber shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 76 institutions that filed 13F reports for both quarters added to or opened positions in West Fraser Timber, and 83 cut or closed them. Together they added a net 516K shares, +1.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 229K shares (−1.4%); index fund managers were net sellers of 6,473 shares (−0.3%). 21 opened a new position and 26 sold out entirely.

Bought, Q2 2026 76 institutions, 21 of them new holders Sold, Q2 2026 83 institutions, 26 of them sold out
Net change, all compared +516K shares (+1.4%)
Net change, active managers −229K shares (−1.4%), 15 bought, 11 sold

Buyers versus sellers

institutions compared, 191
Active managers and hedge funds 15 bought · 11 sold · −229K
Index fund managers 3 bought · 3 sold · −6,473
Other institutions 58 bought · 69 sold · +752K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Atlas Frm LLC +684K +1221.4% 740K $50.1M
Van Eck Associates Corp +466K +171.7% 737K $49.8M
Wellington Management Group LLP Active manager +317K New position 317K $21.4M
Goldman Sachs Group Inc +215K +26.8% 1.0M $68.7M
Nomura Asset Management International Inc. +191K New position 191K $12.9M
Sailingstone Capital Partners LLC +151K +57.8% 412K $39.6M
Qv Investors Inc. +120K +50.8% 356K $24.1M
Mackenzie Financial Corp +91K +5.1% 1.9M $180M
Lloyd Harbor Capital Management, LLC +85K New position 85K $5.8M
Price T Rowe Associates Inc Active manager +63K +1.7% 3.8M $254M
Citadel Advisors LLC Hedge fund +59K +176.5% 93K $6.3M
Northwest & Ethical Investments L.P. +48K +38.1% 173K $11.7M
Toronto Dominion Bank +45K +80.0% 102K $6.9M
American Century Companies Inc Active manager +45K +20.7% 261K $17.7M
Morgan Stanley +42K +35.6% 159K $10.8M
Allianz Asset Management Gmbh +41K +25.1% 205K $13.9M
Royal Bank Of Canada +41K +1.2% 3.5M $236M
1832 Asset Management L.P. +38K +2.2% 1.8M $122M
Cinctive Capital Management LP Hedge fund +38K New position 38K $2.6M
Charles Schwab Investment Management Inc Index funds +24K +6.0% 419K $28.3M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager −577K −52.1% 532K $36M
Manning & Napier Advisors LLC −371K −25.4% 1.1M $73.9M
Lightrock Netherlands B.V. −307K Sold out 0 —
T. Rowe Price Investment Management, Inc. Active manager −124K −17.1% 601K $40.7M
Newgen Asset Management Ltd −100K Sold out 0 —
Caisse De Depot Et Placement Du Quebec −89K Sold out 0 —
Donald Smith & Co., Inc. −73K −4.3% 1.6M $110M
Scotia Capital Inc. −71K −70.9% 29K $1.9M
Intact Investment Management Inc. −67K −33.8% 131K $8.9M
Pictet Asset Management Holding SA −66K −7.6% 802K $54.3M
Impala Asset Management LLC −45K Sold out 0 —
Anson Funds Management LP Hedge fund −40K Sold out 0 —
Connor, Clark & Lunn Investment Management Ltd. −36K −72.1% 14K $933,271
Legal & General Group PLC −35K −32.5% 73K $4.9M
Two Sigma Investments, LP Hedge fund −35K −10.9% 285K $19.3M
Amundi −32K −16.8% 160K $10.8M
Corecommodity Management, LLC −31K −72.3% 12K $817,311
Invesco Ltd. −30K −10.9% 241K $16.3M
Maryland State Retirement & Pension System −29K Sold out 0 —
Vanguard Capital Management LLC Index funds −21K −1.4% 1.5M $101M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Wellington Management Group LLPActive manager 317K $21.4M
Nomura Asset Management International Inc. 191K $12.9M
Lloyd Harbor Capital Management, LLC 85K $5.8M
Cinctive Capital Management LPHedge fund 38K $2.6M
Schonfeld Strategic Advisors LLCHedge fund 9,250 $626,131
Engineers Gate Manager LPHedge fund 9,201 $622,833
J.W. Cole Advisors, Inc. 8,391 $567,958
Brevan Howard Capital Management LPHedge fund 6,520 $441,339
HRT Financial LP 5,314 $359,000
Stevens Capital Partners 5,000 $338,450

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
167
Ten largest holders
67.0%
of 13F-reported shares
Index fund managers
6.5%
of 13F-reported shares
Active managers and hedge funds
41.5%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 15 11 5 4 −229K −1.4%
Index fund managers 3 3 0 0 −6,473 −0.3%
Other institutions 58 69 16 22 +752K +4.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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