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Pangea Capital Gestao de Recursos Ltda. Current Holdings: USA Stocks

Pangea Capital Gestao de Recursos Ltda. current holdings: USA Stocks

Pangea Capital Gestao de Recursos Ltda. reported $0.13 billion in share positions in stocks (listed in the US), 7 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are BRKB, AMZN, MELI.

  • BRKB: Country of operation —; Class CL B NEW; Shares 198,007; Value $99,080,723.
  • AMZN: Country of operation United States; Class COM; Shares 91,221; Value $21,741,613.
  • MELI: Country of operation —; Class COM; Shares 3,800; Value $6,450,082.
  • META: Country of operation United States; Class CL A; Shares 9,600; Value $5,407,584.

Form 13F-HR as filed (SEC CIK 2119167): quarter ended 2026-06-30, filed 2026-08-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW198,007$99,080,72374.17%2026-06-302026-08-14
AMZN
AMAZON COM INC
United StatesCOM91,221$21,741,61316.28%2026-06-302026-08-14+3.50%
MELI
MERCADOLIBRE INC
COM3,800$6,450,0824.83%2026-06-302026-08-14+1.62%
META
META PLATFORMS INC
United StatesCL A9,600$5,407,5844.05%2026-06-302026-08-14+31.16%
LGIH
LGI HOMES INC
United StatesCOM5,000$318,4000.24%2026-06-302026-08-14-24.81%
STZ
CONSTELLATION BRANDS INC
United StatesCL A2,000$278,1800.21%2026-06-302026-08-14-18.92%
NU
NU HLDGS LTD
ORD SHS CL A11,000$146,9600.11%2026-06-302026-08-14-7.56%

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