Pangea Capital Gestao de Recursos Ltda.
Pangea Capital Gestao de Recursos Ltda. reported 10 stocks worth $145M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are BRK.B (68.5%), AMZN (15.0%) and BRK.A (6.2%). Compared with Q1 2026, the fund opened new positions in LGIH and NU and added to MELI and META.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B Berkshire Hathaway Inc Del | $99.1M | 68.5% | 198K | No change | 8 of 8 | |
| 2 |  AMZN Amazon Com Inc | $21.7M | 15.0% | 91K | No change | 8 of 8 | |
| 3 |  BRK.A Berkshire Hathaway Inc Dclass A | $9M | 6.2% | 12 | No change | 8 of 8 | |
| 4 |  MELI Mercadolibre Inc | $6.5M | 4.5% | 3,800 | +2,000 (+111%) | 3 of 8 | |
| 5 |  META Meta Platforms Inc | $5.4M | 3.7% | 9,600 | +4,540 (+90%) | 5 of 8 | |
| 6 |  EWZ Ishares Inc | $2.1M | 1.5% | 62K | No change | 8 of 8 | |
| 7 |  LGIH Lgi Homes Inc | $318K | 0.2% | 5,000 | New position | 5 of 8 | |
| 8 |  STZ Constellation Brands Incclass Class A | $278K | 0.2% | 2,000 | No change | 2 of 8 | |
| 9 |  NOAH Noah Hldgs Ltd | $160K | 0.1% | 16K | No change | 2 of 8 | |
| 10 |  NU NU Hldgs Ltd | $147K | 0.1% | 11K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 EWA Ishares Inc | Call | $72K | 220 | 0 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Pangea Capital Gestao de Recursos Ltda. 13F FAQ
What does Pangea Capital Gestao de Recursos Ltda. own?
Pangea Capital Gestao de Recursos Ltda. reported 10 stocks worth $145M in its 13F filing for Q2 2026, filed Aug 14, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Pangea Capital Gestao de Recursos Ltda. buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 2 added to, 0 trimmed and 0 sold out. New positions include LGIH and NU.
When will Pangea Capital Gestao de Recursos Ltda. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Pangea Capital Gestao de Recursos Ltda.'s portfolio worth?
The Q2 2026 filing reports $145M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.