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YPF Sociedad Anónima

YPF Energy
$48.04 $-1.43 (-2.89%)
Market Cap: $20 B
Gurus Holding
3
Popularity Rank
#2770
% of Shares Held
1.28%
Net Activity (Q1 2026)
+$152.33 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 Q1 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $242.53 M.

Top institutional holders include Stanley Druckenmiller and Jeremy Grantham.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $152.33 M net inflow during the quarter.

Recent activity highlights Stanley Druckenmiller who increased their stake by 433.1%. Conversely, Jeremy Grantham reduced exposure by 19.2%.

Key Holders

Top 5 by Value

$42.81 M
$40.97 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$162.48 M
Total Buy Value
New Buys 1
Additions 1
-$10.15 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
2

FAQs for YPF Sociedad Anónima (YPF)

Major holders include Stanley Druckenmiller ($149.57 M), Jeremy Grantham ($42.81 M), Howard Marks ($40.97 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 5.05 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $152.33 M, with 2 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited YPF. The total reported sell value was $10.15 M.

Yes, 1 managers opened new positions in YPF, and 1 increased their existing holdings. The total reported buy value was $162.48 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
4.43% Add 433.1% 3,235,962 $149.57 M Q1 2026
0.11% Reduce -19.2% 926,178 $42.81 M Q1 2026
0.65% New Buy 886,465 $40.97 M Q1 2026
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