Murchinson’s YPF Sociedad Anonima ADS YPF Stock Holding History

Murchinson’s Portfolio YPF Stock Details YPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-100,000	Closed	-$2.43M	–	125
2025 Q3	$2.43M	Buy	+100,000	New	+$3.07M	0.31%	35
2024 Q4	–	Sell	-115,839	Closed	-$2.46M	–	89
2024 Q3	$2.46M	Sell	115,839 -34,161	-23%	-$728K	0.67%	31
2024 Q2	$3.02M	Buy	150,000 +66,000	+79%	+$1.42M	0.47%	34
2024 Q1	$1.66M	Sell	84,000 -83,705	-50%	-$1.45M	0.14%	54
2023 Q4	$2.88M	Buy	+167,705	New	+$2.31M	0.5%	22

Other funds holding YPF

Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VAS

VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $1.13B AUM 38.97% 1-Year Est. Return

PCM

Ping Capital Management New York $401M AUM 32.08% 1-Year Est. Return

NOSC

North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DFO

Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

Murchinson's YPF Position: Q4 2025 in Review

Murchinson sold out of YPF Sociedad Anonima ADS (YPF) in Q4 2025, closing a stake of 100,000 shares — an estimated $2.43M sold.

Murchinson first reported a position in YPF in Q4 2023 and held it in 5 quarters. The position peaked at $3.02M in Q2 2024. 115 funds tracked by Wall St. Rank hold YPF as of Q4 2025.

Murchinson reported no remaining YPF Sociedad Anonima ADS position as of Q4 2025 after selling out during the quarter.
Murchinson sold 100,000 YPF Sociedad Anonima ADS shares in Q4 2025, an estimated $2.43M.
Murchinson first reported a position in YPF Sociedad Anonima ADS in Q4 2023 and held it in 5 quarters.
Murchinson's YPF Sociedad Anonima ADS position peaked at $3.02M in Q2 2024.
115 funds tracked by Wall St. Rank held YPF Sociedad Anonima ADS as of Q4 2025.

Based on Murchinson's 13F filing for Q4 2025, filed 17 Feb 2026.