Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“We were also able to initiate a new position in YPF (YPF – USA) which is an Argentine oil producer, that should benefit both from higher oil prices, along with what I believe will be likely changes to the ruling party in Argentina following elections in Q4.” | Q2 2023 Jun 30, 2023 | Preview | |
“Argentina's 51% stake in YPF was ordered to be turned over to Burford to satisfy an outstanding judgment.” | Q2 2025 Jul 24, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $YPF.
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
