Pangea Capital Gestao de Recursos Ltda.
Net buyer this quarter
$145M
9
+$6.42M
98.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.B | $99.1M | 68.44% | Not reported | Not reported | Q4 2022 |
 AMZN | $21.7M | 15.02% | 0.00% | Not reported | Q4 2022 |
| BRK.A | $8.99M | 6.21% | Not reported | Not reported | Q4 2022 |
 MELI | $6.45M | 4.46% | 0.01% | +111.1% | Q4 2022 |
 META | $5.41M | 3.74% | Not reported | +89.7% | Q4 2022 |
 LGIH | $318K | 0.22% | 0.02% | Not reported | Q1 2025 |
 STZ | $278K | 0.19% | Not reported | Not reported | Q1 2026 |
 NOAH | $160K | 0.11% | 0.00% | Not reported | Q1 2026 |
 NU | $147K | 0.10% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| BRK.B | $94.9M | 72.16% | Not reported | +15.8% | Q4 2022 |
| AMZN | $19M | 14.45% | 0.00% | +2.2% | Q4 2022 |
| BRK.A | $8.62M | 6.55% | Not reported | Not reported | Q4 2022 |
| MELI | $3.11M | 2.37% | 0.00% | Not reported | Q4 2022 |
| META | $2.89M | 2.20% | Not reported | +68.7% | Q4 2022 |
| STZ | $300K | 0.23% | Not reported | New | Q1 2026 |
| NOAH | $158K | 0.12% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| BRK.B | $86M | 69.54% | Not reported | +5.6% | Q4 2022 |
| AMZN | $20.6M | 16.66% | 0.00% | Not reported | Q4 2022 |
| BRK.A | $9.06M | 7.33% | Not reported | Not reported | Q4 2022 |
| MELI | $3.63M | 2.93% | 0.00% | Not reported | Q4 2022 |
| META | $1.98M | 1.60% | Not reported | +233.3% | Q4 2022 |
| LGIH | $215K | 0.17% | 0.02% | Not reported | Q1 2025 |
 RICK | $141K | 0.11% | 0.08% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| BRK.B | $81.4M | 70.48% | Not reported | +1.3% | Q4 2022 |
| AMZN | $19.6M | 16.95% | 0.00% | Not reported | Q4 2022 |
| BRK.A | $9.05M | 7.83% | Not reported | Not reported | Q4 2022 |
| META | $661K | 0.57% | Not reported | Not reported | Q4 2022 |
 BC | $310K | 0.27% | 0.01% | -50.5% | Q1 2025 |
| LGIH | $259K | 0.22% | 0.02% | Not reported | Q1 2025 |