PANGEA CAPITAL GESTAO DE RECURSOS LTDA.

PrivateCIK: 2119167
πŸ“‹ What this filing means

PANGEA CAPITAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $131.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

8
Positions
$131.30M
Total AUM (reported)
360.26K
Total Shares

Allocation by class

TOTAL AUM$131.30M8 positions
CL B NEW$94.88M72.3%
COM$22.11M16.8%
CL A$11.78M9.0%
MSCI BRAZIL ETF$2.38M1.8%
CALL$150.7K0.1%

Portfolio Concentration

Top 393.3%4–106.7%TOP 10100.0%0%100%
Top 3$122.50M93.3%
4–10$8.80M6.7%

Top 3 weight

93.3%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 360.26K

Sole

Full voting authority

360.26K

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole8
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings8
Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares198.01K
TypeSH
Market value$94.88M
72.26%
Sole
198.01K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares91.22K
TypeSH
Market value$19.00M
14.47%
Sole
91.22K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL A
Shares12.00
TypeSH
Market value$8.62M
6.56%
Sole
12.00
Shared
0.00
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares1.80K
TypeSH
Market value$3.11M
2.37%
Sole
1.80K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares5K
TypeSH
Market value$2.86M
2.18%
Sole
5K
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI BRAZIL ETF
Shares62K
TypeSH
Market value$2.38M
1.81%
Sole
62K
Shared
0.00
None
0.00

CONSTELLATION BRANDS INC

SOLE
CL A
Shares2K
TypeSH
Market value$300.0K
0.23%
Sole
2K
Shared
0.00
None
0.00

ISHARES INC

SOLE
CALL
Shares220.00
TypeSH
Market value$150.7K
0.11%
Sole
220.00
Shared
0.00
None
0.00
PANGEA CAPITAL GESTAO DE RECURSOS LTDA. 13F Holdings β€” 8 Positions | Finecho