Pangea Capital Gestao de Recursos Ltda. Long-Term Concentrated

Name: Pangea Capital Gestao de Recursos Ltda. Q2 2026 13F Filing | 13F Explorer
Creator: Pangea Capital Gestao de Recursos Ltda.
Published: 2026-08-14

Location: Rio De Janeiro, Brazil

CIK: 0002119167 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $145M (100.0% shares, 0.0% debt)

Holdings (11)

New Positions (2)

LGIH LGI HOMES INC 0.2%

Value $318K Shares 5,000 Share Price $63.68 Est. Cost/Share $63.68 Unrealized @ Report Date —

NU NU HLDGS LTD 0.1%

Value $147K Shares 11,000 Share Price $13.36 Est. Cost/Share $13.36 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
LGIH	LGI HOMES INC	5,000	$318K	0.2%	$63.68	$63.68	—	COM	50187T106
NU	NU HLDGS LTD	11,000	$147K	0.1%	$13.36	$13.36	—	ORD SHS CL A	G6683N103

Increased Positions (2)

MELI MERCADOLIBRE INC 4.5%

Value $6.45M (+107.2%) Shares 3,800 (+111.1%) Share Price $1697.39 Est. Cost/Share $1888.32 Unrealized @ Report Date —

META META PLATFORMS INC 3.7%

Value $5.408M (+86.8%) Shares 9,600 (+89.7%) Share Price $563.29 Est. Cost/Share $610.85 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MELI	MERCADOLIBRE INC	3,800 (+111.1%)	$6.45M (+107.2%)	4.5%	$1697.39	$1888.32	—	COM	58733R102
META	META PLATFORMS INC	9,600 (+89.7%)	$5.408M (+86.8%)	3.7%	$563.29	$610.85	—	CL A	30303M102

Unchanged Positions (7)

BRK/B BERKSHIRE HATHAWAY INC DEL 68.4%

Value $99.08M Shares 198,007 Share Price $500.39 Est. Cost/Share $334.78 Unrealized @ Report Date —

AMZN AMAZON COM INC 15.0%

Value $21.74M Shares 91,221 Share Price $238.34 Est. Cost/Share $112.45 Unrealized @ Report Date —

BRK/A BERKSHIRE HATHAWAY INC DEL 6.2%

Value $8.986M Shares 12 Share Price $748850.00 Est. Cost/Share $448761.72 Unrealized @ Report Date —

EWZ ISHARES INC 1.5%

Value $2.139M Shares 62,000 Share Price $34.50 Est. Cost/Share $25.08 Unrealized @ Report Date —

— ISHARES INC 0.0%

Value $72,050 Shares 220 Share Price $327.50 Est. Cost/Share — Unrealized @ Report Date —

STZ CONSTELLATION BRANDS INC 0.2%

Value $278K Shares 2,000 Share Price $139.09 Est. Cost/Share $155.99 Unrealized @ Report Date —

NOAH NOAH HLDGS LTD 0.1%

Value $160K Shares 16,000 Share Price $9.99 Est. Cost/Share $9.90 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	198,007	$99.08M	68.4%	$500.39	$334.78	—	CL B NEW	084670702
AMZN	AMAZON COM INC	91,221	$21.74M	15.0%	$238.34	$112.45	—	COM	023135106
BRK/A	BERKSHIRE HATHAWAY INC DEL	12	$8.986M	6.2%	$748850.00	$448761.72	—	CL A	084670108
EWZ	ISHARES INC	62,000	$2.139M	1.5%	$34.50	$25.08	—	MSCI BRAZIL ETF	464286400
—	ISHARES INC	220	$72,050	0.0%	$327.50	—	—	CALL	464286900
STZ	CONSTELLATION BRANDS INC	2,000	$278K	0.2%	$139.09	$155.99	—	CL A	21036P108
NOAH	NOAH HLDGS LTD	16,000	$160K	0.1%	$9.99	$9.90	—	SPON ADS	65487X102