WEST FRASER TIMBER CO. LTD.
In the published model solve dated 2026-Q2, anchored at $66.11, WEST FRASER TIMBER CO. LTD. (WFG) is priced for -1.9% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 24, 2026 from SEC EDGAR filings.
• Wood products at the bottom of the cycle: sales of $1.334 billion in the March quarter produced a net loss of $(188) million, following a $(751) million loss in the December quarter [Source: West Fraser Q1 2026 results, April 2026]. • About 65% of revenue is sold into the United States and about 20% into Canada, which puts the softwood lumber duty in the middle of the income statement; a $114 million prior-period duty charge landed in the March quarter alone [Source: West Fraser Q1 2026 resul
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163 institutional managers reported holding WFG in 13F filings for the quarter ended 2026-03-31. Together they hold about 49% of the company; the top 10 hold 35%. 31 opened new positions that quarter. Held by T. Rowe Price, Vanguard Group, FMR (Fidelity), among others. On the short side, 1.9M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (7.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
WFG has cut its share count 27.6% over the past five years. It pays a dividend, and has paid one every year in our records (6 and counting), raised 5 years straight. Cash returned over the past three years: $303.00M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 24, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.