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YPF Sociedad Anónima

YPF Energy
$36.89 +$0.91 (2.53%)
Market Cap: $15.33 B
Gurus Holding
2
Popularity Rank
#3570
% of Shares Held
0.45%
Net Activity (Q4 2025)
+$8.28 M

Guru Ownership Trend

Guru Analysis for YPF Sociedad Anónima (YPF)

YPF Sociedad Anónima (YPF), a key player in the Energy sector, continues to attract institutional attention.

As of Q4 2025, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $64.66 M.

Top institutional holders include Jeremy Grantham and Stanley Druckenmiller.

Institutional sentiment is currently Bullish. This is evidenced by a $8.28 M net inflow during the quarter.

Recent activity highlights Stanley Druckenmiller who increased their stake by 429.2%. Conversely, Jeremy Grantham reduced exposure by 16.7%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$17.8 M
Total Buy Value
New Buys 0
Additions 1
-$9.52 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
1

FAQs for YPF Sociedad Anónima (YPF)

Major holders include Jeremy Grantham ($41.43 M), Stanley Druckenmiller ($21.95 M). According to the latest reported data, 2 tracked investment managers collectively hold approximately 1.75 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $8.28 M, with 1 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited YPF. The total reported sell value was $9.52 M.

Yes, 0 managers opened new positions in YPF, and 1 increased their existing holdings. The total reported buy value was $17.8 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.11% Reduce -16.7% 1,145,878 $41.43 M Q4 2025
0.49% Add 429.2% 606,990 $21.95 M Q4 2025
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