North of South Capital LLP: YPF SA-ADR (YPF): Quarterly 13F Position History
As of Q2 2026, North of South Capital LLP reported 4,023,562 shares of YPF SA-ADR (YPF), worth $183.0M and representing 13.5% of its 13F equity book. Quarter-over-quarter share count change: + 499,310 (+14.2%) . The position first appeared in Q2 2024 and has been disclosed across 9 13F-HR filings in Pactolio's tracked window.
- 4,023,562Shares Held (Latest Filing)
- $183.0MReported Market Value (Latest Filing)
- 13.5%Portfolio Weight (% of 13F Equity Book)
- +499,310Quarter-over-Quarter Share Change
- +$20.1MQuarter-over-Quarter Value Change
- 4,023,562Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,023,562 | +499,310 | +14.2% | $183.0M | 13.5% | $45.5 |
| Q1 2026 | 3,524,252 | +1,853,874 | +111.0% | $162.9M | 14.6% | $46.2 |
| Q4 2025 | 1,670,378 | +50,395 | +3.1% | $60.4M | 5.4% | $36.2 |
| Q3 2025 | 1,619,983 | +69,634 | +4.5% | $39.3M | 3.8% | $24.3 |
| Q2 2025 | 1,550,349 | +162,999 | +11.7% | $48.8M | 5.1% | $31.4 |
| Q1 2025 | 1,387,350 | +150,366 | +12.2% | $48.6M | 5.4% | $35.0 |
| Q4 2024 | 1,236,984 | +191,486 | +18.3% | $52.6M | 6.4% | $42.5 |
| Q3 2024 | 1,045,498 | +255,949 | +32.4% | $22.2M | 3.4% | $21.2 |
| Q2 2024 | 789,549 | — | — | $15.9M | 4.1% | $20.1 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did North of South Capital LLP first disclose a YPF position in 13F-HR filings?
North of South Capital LLP first reported YPF SA-ADR (YPF) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.
What was North of South Capital LLP's most recent quarter-over-quarter share-count change in YPF?
Between Q1 2026 and Q2 2026, North of South Capital LLP added 499,310 shares of YPF (+14.2%), bringing the total reported position to 4,023,562 shares at a market value of $183.0M.
Does the implied price-per-share represent North of South Capital LLP's cost basis in YPF?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.