YPF
Ypf S.a.-sponsored Adr
3 super-investors hold YPF worth a combined $229M. The largest position: Stanley Druckenmiller at 5.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 43 — ranked #90 of 724 scored stocks.
Why super-investors own YPF
Stanley Druckenmiller dominates the cohort's $229M combined stake in YPF, carrying the Argentine state-controlled energy company at 5.1% of his portfolio — his $150M position making it a meaningful conviction bet. Druckenmiller added to his position in 2026Q1, the only activity across the three-owner cohort this quarter. Howard Marks and Joel Greenblatt round out ownership at 0.7% and a negligible weighting, respectively. The broader cohort count has been locked at either one or a small handful for eight consecutive quarters, but the flat count obscures Druckenmiller's growing commitment. Interest is neither spreading nor fading — it remains a concentrated, Druckenmiller-led position with no signs of distribution.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stanley Druckenmiller | 5.1% | 8q | $150M | 3,235,962 |
| 2 | Howard Marks | 0.7% | 9q | $41M | 886,465 |
| 3 | Joel Greenblatt | <0.1% | 34q | $39M | 841,792 |
Owners of YPF also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | ADD | 5.1% | +433% | $150M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 984245100. Not investment advice.