SEC 13F Intelligence

Horizon Kinetics Asset Management LLC / WFG

Horizon Kinetics Asset Management LLC’s West Fraser Timber Ltd Position

Does Horizon Kinetics Asset Management LLC own West Fraser Timber Ltd (WFG)? Not currently — the last reported position was 296.0K shares worth $20M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$20M
Q3 2025
Shares
296.0K
% of Portfolio
+0.25%
Quarters Held
13
position exited

Position History WFG

Reported value by quarter
Q3 ’22: $36MQ3 ’22Q4 ’22: $35MQ1 ’23: $32MQ1 ’23Q2 ’23: $35MQ3 ’23: $26MQ3 ’23Q4 ’23: $23MQ1 ’24: $18MQ1 ’24Q2 ’24: $18MQ3 ’24: $23MQ3 ’24Q4 ’24: $24MQ1 ’25: $22MQ1 ’25Q2 ’25: $22MQ3 ’25: $20MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025296.0K$20M+0.25%
Q2 2025304.8K$22M+0.26%
Q1 2025288.6K$22M+0.25%
Q4 2024281.4K$24M+0.30%
Q3 2024236.9K$23M+0.35%
Q2 2024237.2K$18M+0.32%
Q1 2024211.5K$18M+0.35%
Q4 2023269.8K$23M+0.48%
Q3 2023356.9K$26M+0.51%
Q2 2023410.8K$35M+0.76%
Q1 2023454.7K$32M+0.62%
Q4 2022482.8K$35M+0.58%
Q3 2022494.0K$36M+0.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Horizon Kinetics Asset Management LLC’s full portfolio or all institutional holders of WFG.