WFGWEST FRASER TIMBER CO LTD

CUSIP: 952845105

Guru Owners

$91.0M

Total Value Held

1.5M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
First Eagle	First Eagle Investment Management	1489342	$91.0M	1.70%	$61.11	Q4 2025

First Eagle

$91.0M

1.70%

📊 Fundamentals

Market Cap$5.1B

Forward P/E18.6x

EPS (TTM)$-12.08

Revenue (TTM)$5.5B

Profit Margin-17.16%

Div Yield1.96%

Beta1.17

52-Week Range

$57.34

$79.33

Current: $65.17

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '251 owners · $91.0M

NEWFirst Eagle$91.0M

SOLDRay Dalio

Q1 '251 owners · $447K

INCREASEDRay Dalio$447K

Q3 '241 owners · $406K

REDUCEDRay Dalio$406K

Q2 '241 owners · $441K

INCREASEDRay Dalio$441K

Q1 '241 owners · $252K

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

10%analyst est. 10.2%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.0%current: -4.8%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data