Impala Asset Management LLC
Position in WFG — West Fraser Timber Co., Ltd
CIK 1317679
PALM BEACH, FL
Position in WFG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,926,689
-$5,836,777 QoQ
Shares Held
44,826
-60.6% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
13 quarters on record
Common Shares in WFG Over Time
Shares Held
Position Value (USD)
Derivatives in WFG
reported options exposure · as of Jun 30, 2021CallValue
$17,704,960
CallShares
247,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Lumber & Wood Production
Basic Materials · as of Mar 31, 2026Impala Asset Management LLC holds $2,926,689 across 1 Lumber & Wood Production name. WFG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFG |
West Fraser Timber Co., Ltd
This page
|
44,826 | $2,926,689 |
All Filings in WFG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,926,689 | 44,826 | Shares | Sole | 2026-05-13 | |
| 2025-03-31 | $8,763,466 | 113,900 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $11,190,915 | 129,300 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,683,200 | 120,000 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $9,608,750 | 125,000 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,185,800 | 60,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,283,700 | 15,000 | Shares | Sole | 2024-02-15 | |
| 2022-06-30 | $4,603,800 | 60,000 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $82,891,608 | 1,005,600 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $118,097,543 | 1,238,439 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $91,234,903 | 1,083,164 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $123,560,048 | 1,723,773 | Shares | Sole | 2021-08-12 | |
| 2021-06-30 | $17,704,960 | 247,000 | Call | Sole | 2021-08-12 | |
| 2021-03-31 | $18,067,632 | 250,800 | Call | Sole | 2021-05-13 | |
| 2021-03-31 | $143,963,079 | 1,998,377 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||