VR Advisory Services Ltd 13F Holdings · Q2 2026
VR Advisory Services Ltd reported 43 securities worth $1.13B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: YPF (13.03%), AERO (8.55%), KSPI (8.07%). Among its top 25 positions this quarter: 4 new, 12 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | YPF | YPF SOCIEDAD ANONIMA | $146.9M | 13.03% | 3.2M | Hold |
| 2 | AERO | GRUPO AEROMEXICO SAB DE CV | $96.4M | 8.55% | 5.4M | Added |
| 3 | KSPI | KASPI KZ JSC | $91.0M | 8.07% | 1.0M | Trimmed |
| 4 | AZUL | AZUL S A | $79.6M | 7.06% | 8.9M | New |
| 5 | AER | AERCAP HOLDINGS NV | $65.1M | 5.78% | 446,793 | Added |
| 6 | PUMP | PROPETRO HLDG CORP | $58.8M | 5.21% | 4.1M | Added |
| 7 | HEPS | D MARKET ELECTR SVCS & TRADI | $56.4M | 5.01% | 19.4M | Added |
| 8 | LTH | LIFE TIME GROUP HOLDINGS INC | $49.9M | 4.43% | 1.2M | Added |
| 9 | IRS | IRSA INVERSIONES Y REP S A | $41.2M | 3.66% | 2.7M | Hold |
| 10 | CORZ | CORE SCIENTIFIC INC NEW | $39.7M | 3.52% | 1.6M | Trimmed |
| 11 | DVN | DEVON ENERGY CORP NEW | $39.4M | 3.49% | 952,565 | New |
| 12 | LULU | LULULEMON ATHLETICA INC | $35.3M | 3.13% | 309,402 | Added |
| 13 | GLNG | GOLAR LNG LTD | $34.0M | 3.02% | 682,493 | New |
| 14 | TDAY | USA TODAY CO INC | $31.6M | 2.80% | 3.7M | Added |
| 15 | VEON | VEON LTD | $31.4M | 2.78% | 601,205 | Added |
| 16 | TDS | TELEPHONE & DATA SYS INC | $29.6M | 2.63% | 800,904 | Added |
| 17 | KYIV | KYIVSTAR GROUP LTD | $26.9M | 2.39% | 1.7M | Hold |
| 18 | NU | NU HLDGS LTD | $26.6M | 2.36% | 2.0M | Added |
| 19 | VIST | VISTA ENERGY S.A.B. DE C.V. | $23.5M | 2.09% | 368,652 | Hold |
| 20 | SVC | SERVICE PPTYS TR | $20.5M | 1.82% | 12.1M | New |
| 21 | PAM | PAMPA ENERGIA SA | $19.1M | 1.69% | 232,138 | Hold |
| 22 | ECO | OKEANIS ECO TANKERS COR | $17.2M | 1.53% | 343,729 | Hold |
| 23 | GPRK | GEOPARK LTD | $17.2M | 1.53% | 1.9M | Added |
| 24 | MU | MICRON TECHNOLOGY INC | $12.4M | 1.10% | 10,750 | Trimmed |
| 25 | CF | CF INDUSTRIES HOLD | $12.0M | 1.06% | 110,780 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR