Pangea Capital Gestao de Recursos Ltda.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed August 19, 2026), Pangea Capital Gestao de Recursos Ltda. reported 8 stock positions worth $131.3 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 72.2% of the portfolio, followed by Amazon.com (AMZN, 14.5%) and Berkshire Hathaway Class A (BRK.A, 6.6%). Compared with Q4 2025, it opened 2 new positions, sold out of 2 and added to 3. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +16%) and the biggest sale an exit from Lgi Homes (LGIH).
- Most Recent 13F
- Q2 2026
- Location
- RIO DE JANEIRO, D5
- CIK
- 0002119167
- Portfolio Value
- $131.3M (Q1 2026)
- SEC Filing
- 0001398344-26-014921 ↗ filed Aug 19, 2026
Holdings Value
Holdings 8 stocks · $131.3M
| BRK.B Berkshire Hathaway Inc. Class B | 72.24% | 198,007 | $94.9M | Add +15.8% |
| AMZN Amazon.com Inc. | 14.46% | 91,221 | $19.0M | Add +2.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 6.56% | 12 | $8.6M | No change |
| MELI MercadoLibre Inc. | 2.37% | 1,800 | $3.1M | No change |
| META Meta Platforms Inc. Class A | 2.20% | 5,060 | $2.9M | Add +68.7% |
| EWZ iShares MSCI Brazil ETF | 1.81% | 62,000 | $2.4M | No change |
| STZ Constellation Brands Inc. Class A | 0.23% | 2,000 | $300K | New |
| NOAH Noah Holdings Ltd.-Spon ADS filed as NOAH HLDGS LTD | 0.12% | 16,000 | $158K | New |
Options reported separately and not counted above: ISHARES INC calls ($151K).
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
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 |