Position
Fidelity in West Fraser Timber Co., Ltd
Back to the book · All holders of WFG
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $1.27M$65.31 → $67.70
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.29M | $78.8M | — | — | — | 0.0% |
| Q1 2026 | 1.11M | $72.5M | $65.31 | $4.59M | −$10.9M | 0.0% |
| Q2 2026 | 531.9K | $36M | $67.70 | $1.27M | −$37.7M | 0.0% |