Pangea Capital Gestao de Recursos Ltda. Long-Term Concentrated

Name: Pangea Capital Gestao de Recursos Ltda. Q2 2025 13F Filing | 13F Explorer
Creator: Pangea Capital Gestao de Recursos Ltda.
Published: 2026-08-17

Location: Rio De Janeiro, Brazil

CIK: 0002119167 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 17, 2026

Total Value: $112M (100.0% shares, 0.0% debt)

Holdings (8)

BRK/B BERKSHIRE HATHAWAY INC DEL 69.6%

Value $77.73M Shares 160,007 Share Price $485.77 * Est. Cost/Share $296.98 Unrealized @ Report Date +71.0%

AMZN AMAZON COM INC 17.5%

Value $19.57M Shares 89,221 Share Price $219.39 * Est. Cost/Share $109.89 Unrealized @ Report Date +80.1%

BRK/A BERKSHIRE HATHAWAY INC DEL 7.8%

Value $8.746M Shares 12 Share Price $728800.00 * Est. Cost/Share $448761.72 Unrealized @ Report Date +69.8%

EWZ ISHARES INC 3.5%

Value $3.895M Shares 135,000 Share Price $28.85 Est. Cost/Share $25.08 Unrealized @ Report Date —

META META PLATFORMS INC 0.6%

Value $664K Shares 900 Share Price $738.09 * Est. Cost/Share $616.61 Unrealized @ Report Date 0.0%

BC BRUNSWICK CORP 0.5%

Value $547K Shares 9,900 Share Price $55.24 * Est. Cost/Share $55.44 Unrealized @ Report Date -10.4%

LGIH LGI HOMES INC 0.2%

Value $258K Shares 5,000 Share Price $51.52 * Est. Cost/Share $80.78 Unrealized @ Report Date -32.3%

RICK RCI HOSPITALITY HLDGS INC 0.2%

Value $225K Shares 5,900 Share Price $38.12 * Est. Cost/Share $40.35 Unrealized @ Report Date 0.0%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	160,007	$77.73M	69.6%	$485.77 *	$296.98	+71.0%	CL B NEW	084670702
AMZN	AMAZON COM INC	89,221	$19.57M	17.5%	$219.39 *	$109.89	+80.1%	COM	023135106
BRK/A	BERKSHIRE HATHAWAY INC DEL	12	$8.746M	7.8%	$728800.00 *	$448761.72	+69.8%	CL A	084670108
EWZ	ISHARES INC	135,000	$3.895M	3.5%	$28.85	$25.08	—	MSCI BRAZIL ETF	464286400
META	META PLATFORMS INC	900	$664K	0.6%	$738.09 *	$616.61	0.0%	CL A	30303M102
BC	BRUNSWICK CORP	9,900	$547K	0.5%	$55.24 *	$55.44	-10.4%	COM	117043109
LGIH	LGI HOMES INC	5,000	$258K	0.2%	$51.52 *	$80.78	-32.3%	COM	50187T106
RICK	RCI HOSPITALITY HLDGS INC	5,900	$225K	0.2%	$38.12 *	$40.35	0.0%	COM	74934Q108