North of South Capital LLP

Position in YPF — Ypf Sociedad Anonima

CIK 2033334 LONDON, X0

Position in YPF

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$182,951,364

+$20,060,437 QoQ

Shares Held

4,023,562

+14.2% QoQ

Ownership

1.03%

of shares outstanding

% of Portfolio

13.57%

of 13F equity value

Holder Rank

of 166 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

North of South Capital LLP holds $210,738,176 across 3 Oil & Gas Integrated names. YPF ranks #1 (86.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	YPF	Ypf Sociedad Anonima This page	4,023,562	$182,951,364
2	TGS	Gas Transporter Of The South Inc	863,044	$25,658,298
3	PBR	Petrobras - Petroleo Brasileiro SA	131,715	$2,128,514

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$182,951,364	4,023,562	+14.2%	Shares	Sole	2026-07-30
2026-03-31	$162,890,927	3,524,252	+111.0%	Shares	Sole	2026-04-20
2025-12-31	$60,400,868	1,670,378	+3.1%	Shares	Sole	2026-02-12
2025-09-30	$39,349,387	1,619,983	+4.5%	Shares	Sole	2025-10-27
2025-06-30	$48,758,476	1,550,349	+11.7%	Shares	Sole	2025-08-08
2025-03-31	$48,612,744	1,387,350	+12.2%	Shares	Sole	2025-04-28
2024-12-31	$52,584,189	1,236,984	+18.3%	Shares	Sole	2025-02-03
2024-09-30	$22,175,012	1,045,498	+32.4%	Shares	Sole	2024-11-12
2024-06-30	$15,885,725	789,549	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.