Pangea Capital Gestao de Recursos Ltda.
Follow13F filer, CIK 2119167, RIO DE JANEIRO, Brazil
Pangea Capital Gestao de Recursos Ltda. reported $119,948,750 across 6 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2026-07-02.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-011575
- Period
- 2025-03-31
- Reported value
- $120M
- Holdings
- 6
- Top 10 weight
- 100%
- New
- 2
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| EWZadded | +34,000 | $879K |
| LGIHnew | +5,000 | $332K |
| BCnew | +5,000 | $269K |
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
| Security | Shares change | Approx. value |
|---|---|---|
| BRK-Breduced | -54,450 | -$29M |
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.
Holdings, Q1 2025
Share positions as resolved from 13F-HR 0001398344-26-011575, largest first. % of portfolio is the value over $119,948,750, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| BRK-BBERKSHIRE HATHAWAY INC DEL | 171,928 | $91.6M | 76.34% | -54,450 | Timeline | ||
| AMZNAMAZON COM INC | 79,221 | $15.1M | 12.57% | 0 | Timeline | ||
| BRK-ABERKSHIRE HATHAWAY INC DEL | 12 | $9.58M | 7.99% | 0 | Timeline | ||
| EWZISHARES INC | 121,000 | $3.13M | 2.61% | +34,000 | Timeline | ||
| LGIHLGI HOMES INC | 5,000 | $332K | 0.28% | new | Timeline | ||
| BCBRUNSWICK CORP | 5,000 | $269K | 0.22% | new | Timeline |
How Q1 2025 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001398344-26-011575 | base | 2026-07-02 | acceptance time not in the bulk data set |