Pangea Capital Gestao de Recursos Ltda. reported 9 positions worth $142.57M for the quarter ended Jun 30, 2026, up 10.7% on the prior quarter. It opened 3 new positions, added to 2, trimmed 0 and exited 0. Its largest holding is Berkshire Hathaway Inc at 69.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were reduced this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 198.0K | $99.08M | 69.5% | 0 | 0.0% | Unchanged | 0.01% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 91.2K | $21.74M | 15.25% | 0 | 0.0% | Unchanged | 0% |
| 3 | BRK-A Berkshire Hathaway Inc | Financial Services | 12 | $8.99M | 6.3% | 0 | 0.0% | Unchanged | 0% |
| 4 | MELI Mercadolibre Inc | Technology | 3,800 | $6.45M | 4.52% | +2,000 | +111.1% | Added | 0.01% |
| 5 | META Meta Platforms, Inc. | Technology | 9,600 | $5.41M | 3.79% | +4,600 | +92.0% | Added | 0% |
| 6 | LGIH LGI Homes, Inc. | Consumer Discretionary | 5,000 | $318.40K | 0.223% | +5,000 | – | New | 0.02% |
| 7 | STZ Constellation Brands, Inc. | Consumer Staples | 2,000 | $278.18K | 0.195% | 0 | 0.0% | Unchanged | 0% |
| 8 | NOAH Noah Holdings Ltd | Financial Services | 16.0K | $159.84K | 0.112% | +16.0K | – | New | 0.02% |
| 9 | NU Nu Holdings Ltd. | Financial Services | 11.0K | $146.96K | 0.103% | +11.0K | – | New | 0% |
Tip. Select a row to see that position’s full history at Pangea Capital Gestao de Recursos Ltda.
As of its Q2 2026 13F filing, Pangea Capital Gestao de Recursos Ltda.’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 69.5%, Amazon Com Inc (AMZN) at 15.3%, Berkshire Hathaway Inc (BRK-A) at 6.3%, Mercadolibre Inc (MELI) at 4.5%, Meta Platforms, Inc. (META) at 3.8% of the reported portfolio.
Pangea Capital Gestao de Recursos Ltda. reported a 13F portfolio worth $142.57M across 9 positions for Q2 2026. That is up 10.7% from the previous quarter.
Its largest purchases by value were Mercadolibre Inc ($3.39M), Meta Platforms, Inc. ($2.59M), LGI Homes, Inc. ($318.40K). It opened 3 new positions.
From the Form 13F-HR reports Pangea Capital Gestao de Recursos Ltda. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.