L3VLUP
Quarter end
30 Jun 2025
the date the book describes
Filed
14 Aug 2025
latest of these filings; the earliest 13 Aug 2025
Managers listing it
5
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 2 listed it in both
Shares listed
2,401,902
combined, among listed positions
Reported value
$76m
combined, at the quarter end

1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.

Among the 95 comparable managers: 4 buyers (opened or added shares) and 1 seller (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing YPF in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

5 of 5 holders

ActionFiling
Voloridge Investment Management LLC879,982$28m0.10%Trimmed-251,56814 Aug 2025 (the filing on sec.gov)
Discovery Capital Management LLC866,000$27m2.13%Newnew14 Aug 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP† Value as filed implies a price far from other filers'.317,889$11m0.06%Added+15,76014 Aug 2025 (the filing on sec.gov)
Oaktree Capital Management LP324,330$10m0.18%Newnew13 Aug 2025 (the filing on sec.gov)
Polen Capital Management LLC13,701$431kunder 0.1%Newnew13 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
6 in Q2 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

035810201420162018202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
YPF by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20134$73mn.a.n.a.
Q3 20133$157mn.a.n.a.
Q4 20135$307mn.a.n.a.
Q1 20146$449mn.a.n.a.
Q2 20146$951mn.a.n.a.
Q3 20149$920mn.a.n.a.
Q4 20148$526mn.a.n.a.
Q1 20158$619mn.a.n.a.
Q2 20158$651mn.a.n.a.
Q3 20158$356mn.a.n.a.
Q4 20157$226mn.a.n.a.
Q1 20167$250mn.a.n.a.
Q2 20165$305mn.a.n.a.
Q3 20163$281mn.a.n.a.
Q4 20163$182mn.a.n.a.
Q1 20174$206mn.a.n.a.
Q2 20177$393mn.a.n.a.
Q3 20176$269mn.a.n.a.
Q4 20176$288mn.a.n.a.
Q1 20187$309mn.a.n.a.
Q2 20187$136mn.a.n.a.
Q3 20183$131mn.a.n.a.
Q4 20183$112mn.a.n.a.
Q1 20194$33mn.a.n.a.
Q2 20193$167mn.a.n.a.
Q3 20193$28mn.a.n.a.
Q4 20192$16mn.a.n.a.
Q2 20201$795kn.a.n.a.
Q3 20211$2.9mn.a.n.a.
Q4 20212$29mn.a.n.a.
Q1 20222$13mn.a.n.a.
Q2 20221$4.6mn.a.n.a.
Q3 20226$54mn.a.n.a.
Q4 20224$59mn.a.n.a.
Q1 20235$72mn.a.n.a.
Q2 20237$103mn.a.n.a.
Q3 20235$46mn.a.n.a.
Q4 20235$61m23
Q1 20247$58m44
Q2 20246$61m43
Q3 20245$66m23
Q4 20245$185m42
Q1 20253$78m05
Q2 20255$76m41
Q4 20252$17m412
Q1 20263$74m133
Q2 20264$99m109

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

YPF and GEV →YPF and XOM →YPF and CVX →Choose a stock to compare with YPF →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own YPF, latest filings →Back to the 13F Explorer →