Pangea Capital Gestao de Recursos Ltda. 13F Holdings · Q2 2026
Pangea Capital Gestao de Recursos Ltda. reported 10 securities worth $144.78M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BRKB (68.44%), AMZN (15.02%), BRK/A (6.21%). Among its top 25 positions this quarter: 2 new, 2 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $99.1M | 68.44% | 198,007 | Hold |
| 2 | AMZN | AMAZON COM INC | $21.7M | 15.02% | 91,221 | Hold |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $9.0M | 6.21% | 12 | Hold |
| 4 | MELI | MERCADOLIBRE INC | $6.5M | 4.46% | 3,800 | Added |
| 5 | META | META PLATFORMS INC | $5.4M | 3.74% | 9,600 | Added |
| 6 | EWZ | ISHARES INC | $2.1M | 1.48% | 62,000 | Hold |
| 7 | LGIH | LGI HOMES INC | $318,400 | 0.22% | 5,000 | New |
| 8 | STZ | CONSTELLATION BRANDS INC | $278,180 | 0.19% | 2,000 | Hold |
| 9 | NOAH | NOAH HLDGS LTD | $159,840 | 0.11% | 16,000 | Hold |
| 10 | NU | NU HLDGS LTD | $146,960 | 0.10% | 11,000 | New |
| 11 | VEGI | ISHARES INC | $72,050 | 0.05% | 220 | Hold |
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