Pangea Capital Gestao de Recursos Ltda.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 2, 2026), Pangea Capital Gestao de Recursos Ltda. reported 4 stock positions worth $116.4 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 79.8% of the portfolio, followed by Amazon.com (AMZN, 13.2%) and Berkshire Hathaway Class A (BRK.A, 6.3%). Compared with Q1 2024, it opened 1 new position. The biggest buy was a new position in iShares MSCI Brazil ETF (EWZ).

Most Recent 13F
Q2 2026
Location
RIO DE JANEIRO, D5
CIK
0002119167
Portfolio Value
$116.4M (Q2 2024)
SEC Filing
0001398344-26-011569 ↗ filed Jul 2, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $117.9M Q1 2024 Q2 2024: $116.4M $116.4M Q2 2024 Q3 2024: $129.1M Q3 2024 Q4 2024: $130.1M Q4 2024 Q1 2025: $119.9M Q1 2025 Q2 2025: $111.6M Q2 2025 Q3 2025: $115.5M Q3 2025 Q4 2025: $123.5M Q4 2025 Q1 2026: $131.3M Q1 2026 Q2 2026: $144.7M Q2 2026

Holdings 4 stocks · $116.4M

BRK.B Berkshire Hathaway Inc. Class B 79.83% 228,378 $92.9M No change
AMZN Amazon.com Inc. 13.15% 79,221 $15.3M No change
BRK.A Berkshire Hathaway Inc. Class A 6.31% 12 $7.3M No change
EWZ iShares MSCI Brazil ETF 0.70% 30,000 $820K New

Portfolio Sells Q1 2024 → Q2 2024

None this quarter.

Portfolio Buys Q1 2024 → Q2 2024

EWZ iShares MSCI Brazil ETF New 0.70% +0.70

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 10$144.7MBRK.B, AMZN, BRK.A, MELI, META
Q1 2026Amended 8$131.3MBRK.B, AMZN, BRK.A, MELI, META
Q4 2025 8$123.5MBRK.B, AMZN, BRK.A, MELI, META
Q3 2025Amended 7$115.5MBRK.B, AMZN, BRK.A, EWZ, META
Q2 2025 8$111.6MBRK.B, AMZN, BRK.A, EWZ, META
Q1 2025 6$119.9MBRK.B, AMZN, BRK.A, EWZ, LGIH
Q4 2024 4$130.1MBRK.B, AMZN, BRK.A, EWZ
Q3 2024 4$129.1MBRK.B, AMZN, BRK.A, EWZ
Q2 2024 4$116.4MBRK.B, AMZN, BRK.A, EWZ
Q1 2024 3$117.9MBRK.B, AMZN, BRK.A