What smart money is saying about YPF
YPF
No fund has written a full thesis on YPF in our archive, but 1 fund letter reports a position in it — most recently Liontrust Global Recovery Fund in September 2026.
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1
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in YPF on record in the archive was reported in Q3 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- September 2026
“Trading activity and portfolio positioning During the quarter we initiated new positions in Rathbones, BE Semiconductor and LKQ. We also exited positions in Roblox, John Wiley and YPF.”
YPF
Also mentioned · 1
These funds discuss YPF — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedLVS Advisory on GolarSeptember 2025
Named in a table in LVS Advisory on Golar’s letter.
YPF
Read the letters behind these YPF positions
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