Pangea Capital Gestao de Recursos Ltda.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 17, 2026), Pangea Capital Gestao de Recursos Ltda. reported 8 stock positions worth $111.6 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 69.6% of the portfolio, followed by Amazon.com (AMZN, 17.5%) and Berkshire Hathaway Class A (BRK.A, 7.8%). Compared with Q1 2025, it opened 2 new positions, added to 3 and reduced 1. The biggest buy was Amazon.com (AMZN, shares +13%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- RIO DE JANEIRO, D5
- CIK
- 0002119167
- Portfolio Value
- $111.6M (Q2 2025)
- SEC Filing
- 0001398344-26-014732 ↗ filed Aug 17, 2026
Holdings Value
Holdings 8 stocks · $111.6M
| BRK.B Berkshire Hathaway Inc. Class B | 69.63% | 160,007 | $77.7M | Reduce -6.9% |
| AMZN Amazon.com Inc. | 17.53% | 89,221 | $19.6M | Add +12.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 7.83% | 12 | $8.7M | No change |
| EWZ iShares MSCI Brazil ETF | 3.49% | 135,000 | $3.9M | Add +11.6% |
| META Meta Platforms Inc. Class A | 0.59% | 900 | $664K | New |
| BC Brunswick Corp. | 0.49% | 9,900 | $547K | Add +98.0% |
| LGIH Lgi Homes Inc. | 0.23% | 5,000 | $258K | No change |
| RICK Rci Hospitality Holdings Inc. | 0.20% | 5,900 | $225K | New |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.9% | 69.63% | −6.71 |
Portfolio Buys Q1 2025 → Q2 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $144.7M | BRK.B, AMZN, BRK.A, MELI, META |
| Q1 2026Amended | 8 | $131.3M | BRK.B, AMZN, BRK.A, MELI, META |
| Q4 2025 | 8 | $123.5M | BRK.B, AMZN, BRK.A, MELI, META |
| Q3 2025Amended | 7 | $115.5M | BRK.B, AMZN, BRK.A, EWZ, META |
| Q2 2025 | 8 | $111.6M | BRK.B, AMZN, BRK.A, EWZ, META |
| Q1 2025 | 6 | $119.9M | BRK.B, AMZN, BRK.A, EWZ, LGIH |
| Q4 2024 | 4 | $130.1M | BRK.B, AMZN, BRK.A, EWZ |
| Q3 2024 | 4 | $129.1M | BRK.B, AMZN, BRK.A, EWZ |
| Q2 2024 | 4 | $116.4M | BRK.B, AMZN, BRK.A, EWZ |
| Q1 2024 | 3 | $117.9M | BRK.B, AMZN, BRK.A |