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Pangea Capital Gestao de Recursos Ltda.

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13F filer, CIK 2119167, RIO DE JANEIRO, Brazil

Pangea Capital Gestao de Recursos Ltda. reported $144,780,632 across 11 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 100% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-014590

Period
2026-06-30
Reported value
$145M
Holdings
11
Top 10 weight
100%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MELIadded+2,000$3.39M
METAadded+4,540$2.56M
LGIHnew+5,000$318K
NUnew+11,000$147K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

None.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001398344-26-014590, largest first. % of portfolio is the value over $144,708,582, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,378 shares; 2024Q4: 226,378 shares; 2025Q1: 171,928 shares; 2025Q2: 160,007 shares; 2025Q3: 162,007 shares; 2025Q4: 171,007 shares; 2026Q1: 198,007 shares; 2026Q2: 198,007 shares 198,007$99.1M68.47%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,221 shares; 2024Q4: 79,221 shares; 2025Q1: 79,221 shares; 2025Q2: 89,221 shares; 2025Q3: 89,221 shares; 2025Q4: 89,221 shares; 2026Q1: 91,221 shares; 2026Q2: 91,221 shares 91,221$21.7M15.02%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12$8.99M6.21%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 3,800 shares 3,800$6.45M4.46%+2,000Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 3,000 shares; 2026Q1: 5,060 shares; 2026Q2: 9,600 shares 9,600$5.41M3.74%+4,540Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,000 shares; 2024Q4: 87,000 shares; 2025Q1: 121,000 shares; 2025Q2: 135,000 shares; 2025Q3: 135,000 shares; 2025Q4: 62,000 shares; 2026Q1: 62,000 shares; 2026Q2: 62,000 shares 62,000$2.14M1.48%0Timeline
LGIHLGI HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000$318K0.22%newTimeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000$278K0.19%0Timeline
NOAHNOAH HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,000 shares; 2026Q2: 16,000 shares 16,000$160K0.11%0Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,000 shares 11,000$147K0.1%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
ISHARES INCISHARES INC CALLcall220$72K0

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-26-014590 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR/A 0001398344-26-015195 Quarter ended 2025-09-302026-08-21acceptance time not in the bulk data set
13F-HR/A 0001398344-26-014921 Quarter ended 2026-03-312026-08-19acceptance time not in the bulk data set
13F-HR 0001398344-26-014734 Quarter ended 2023-03-312026-08-17acceptance time not in the bulk data set
13F-HR 0001398344-26-014739 Quarter ended 2025-12-312026-08-17acceptance time not in the bulk data set
13F-HR 0001398344-26-014735 Quarter ended 2022-12-312026-08-17acceptance time not in the bulk data set
13F-HR 0001398344-26-014732 Quarter ended 2025-06-302026-08-17acceptance time not in the bulk data set
13F-HR 0001398344-26-014728 Quarter ended 2023-06-302026-08-17acceptance time not in the bulk data set
13F-HR 0001398344-26-014590 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001398344-26-012362 Quarter ended 2025-09-302026-07-21acceptance time not in the bulk data set
13F-HR 0001398344-26-011569 Quarter ended 2024-06-302026-07-02acceptance time not in the bulk data set
13F-HR 0001398344-26-011575 Quarter ended 2025-03-312026-07-02acceptance time not in the bulk data set
13F-HR 0001398344-26-011567 Quarter ended 2024-03-312026-07-02acceptance time not in the bulk data set
13F-HR 0001398344-26-011571 Quarter ended 2024-09-302026-07-02acceptance time not in the bulk data set
13F-HR 0001398344-26-011565 Quarter ended 2023-12-312026-07-02acceptance time not in the bulk data set
13F-HR 0001398344-26-011573 Quarter ended 2024-12-312026-07-02acceptance time not in the bulk data set
13F-HR 0001398344-26-011070 Quarter ended 2026-03-312026-06-18acceptance time not in the bulk data set
13F-HR 0001398344-26-011067 Quarter ended 2023-09-302026-06-18acceptance time not in the bulk data set