Howard Marks's YPF Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 886,465 shares of YPF Sociedad Anónima (YPF) worth $40.97 M, representing 0.65% of the portfolio. First purchased in 2015-Q2, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Howard Marks has maintained a strategic position in YPF, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2019, adding 1.44 M shares. Largest reduction occurred in Q1 2020, reducing 1.36 M shares.
Analysis based on 13F filings available since 2013 Q2
Howard Marks's YPF Sociedad Anónima (YPF) Holding Value Over Time
Track share changes against reported price movement
Quarterly YPF Sociedad Anónima (YPF) Trades by Howard Marks
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +886,465 | New Buy | 886,465 | $46.22 |
| Q3 2025 | -324,330 | Sold Out | 0 | $0.00 |
| Q2 2025 | +324,330 | New Buy | 324,330 | $31.45 |
| Q4 2024 | -551,128 | Sold Out | 0 | $0.00 |
| Q3 2024 | -403,551 | Reduce 42.27% | 551,128 | $21.21 |
| Q2 2024 | +599,588 | Add 168.85% | 954,679 | $20.12 |
| Q1 2024 | +355,091 | New Buy | 355,091 | $19.80 |
| Q3 2023 | -764,952 | Sold Out | 0 | $0.00 |
| Q2 2023 | -613,402 | Reduce 44.50% | 764,952 | $14.89 |
| Q1 2023 | +1.38 M | New Buy | 1.38 M | $10.98 |
| Q1 2020 | -1.36 M | Sold Out | 0 | $0.00 |
| Q4 2019 | -85,503 | Reduce 5.93% | 1.36 M | $11.58 |
| Q3 2019 | +1.44 M | New Buy | 1.44 M | $9.25 |
| Q2 2016 | -786,136 | Sold Out | 0 | $0.00 |
| Q4 2015 | -71,964 | Reduce 8.39% | 786,136 | $15.72 |
| Q3 2015 | +392,735 | Add 84.39% | 858,100 | $15.23 |
| Q2 2015 | +465,365 | New Buy | 465,365 | $27.43 |
Howard Marks's YPF Sociedad Anónima Investment FAQs
Howard Marks first purchased YPF Sociedad Anónima (YPF) in Q2 2015, acquiring 465,365 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Howard Marks has held YPF Sociedad Anónima (YPF) for 18 quarters since Q2 2015.
Howard Marks's largest addition to YPF Sociedad Anónima (YPF) was in Q3 2019, adding 1,442,103 shares worth $13.34 M.
According to the latest 13F filing for Q1 2026, Howard Marks's firm, Oaktree Capital Management Lp, owns 886,465 shares of YPF Sociedad Anónima (YPF), valued at approximately $40.97 M.
As of the Q1 2026 filing, YPF Sociedad Anónima (YPF) represents approximately 0.65% of Howard Marks's publicly disclosed stock portfolio, making it one of their key holdings.
Howard Marks's peak holding in YPF Sociedad Anónima (YPF) was 1,442,103 shares, as reported at the end of Q3 2019.