SEC 13F Intelligence

North Of South Capital LLP / YPF

North Of South Capital LLP’s Ypf Sociedad Anonima Position

Does North Of South Capital LLP own Ypf Sociedad Anonima (YPF)? Yes — 3.52M shares worth $163M (+14.63% of its 13F portfolio) as of Q1 2026, up from 1.67M shares the prior filed quarter.

Position Value
$163M
Q1 2026
Shares
3.52M
% of Portfolio
+14.63%
Quarters Held
8
currently held

Position History YPF

Reported value by quarter
Q2 ’24: $16MQ2 ’24Q3 ’24: $22MQ3 ’24Q4 ’24: $53MQ4 ’24Q1 ’25: $49MQ1 ’25Q2 ’25: $49MQ2 ’25Q3 ’25: $39MQ3 ’25Q4 ’25: $60MQ4 ’25Q1 ’26: $163MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.52M$163M+14.63%
Q4 20251.67M$60M+5.43%
Q3 20251.62M$39M+3.78%
Q2 20251.55M$49M+5.13%
Q1 20251.39M$49M+5.43%
Q4 20241.24M$53M+6.39%
Q3 20241.05M$22M+3.36%
Q2 2024789.5K$16M+4.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See North Of South Capital LLP’s full portfolio or all institutional holders of YPF.