Pangea Capital Gestao de Recursos Ltda. — 13F holdings

Pangea Capital Gestao de Recursos Ltda. reported 11 holdings worth $145M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. BRK.B BERKSHIRE HATHAWAY INC DEL — $99.1M (68.4%)
2. AMZN AMAZON COM INC — $21.7M (15.0%)
3. BRK.A BERKSHIRE HATHAWAY INC DEL — $8.99M (6.2%)
4. MELI Mercadolibre Inc — $6.45M (4.5%)
5. META META PLATFORMS INC — $5.41M (3.7%)
6. EWZ ISHARES INC — $2.14M (1.5%)
7. LGIH LGI HOMES INC — $318K (0.2%)
8. STZ CONSTELLATION BRANDS INC — $278K (0.2%)
9. NOAH NOAH HLDGS LTD — $160K (0.1%)
10. NU NU HLDGS LTD — $147K (0.1%)