Filed: 7/2/2026ACC: 0001398344-26-011575
📋 What this filing means
PANGEA CAPITAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $119.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$119.95M
Total AUM (reported)
382.16K
Total Shares
Allocation by class
CL B NEW$91.57M76.3%
COM$15.67M13.1%
CL A$9.58M8.0%
MSCI BRAZIL ETF$3.13M2.6%
Portfolio Concentration
Top 3$116.22M96.9%
4–10$3.73M3.1%
Top 3 weight
96.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 382.16K
Sole
Full voting authority
382.16K
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)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares171.93K
TypeSH
Market value$91.57M
76.34%
Sole
171.93K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares79.22K
TypeSH
Market value$15.07M
12.57%
Sole
79.22K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.00
TypeSH
Market value$9.58M
7.99%
Sole
12.00
Shared
0.00
None
0.00
ISHARES INC
SOLEShares121K
TypeSH
Market value$3.13M
2.61%
Sole
121K
Shared
0.00
None
0.00
LGI HOMES INC
SOLEShares5K
TypeSH
Market value$332.4K
0.28%
Sole
5K
Shared
0.00
None
0.00
BRUNSWICK CORP
SOLEShares5K
TypeSH
Market value$269.3K
0.22%
Sole
5K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 171.93K | SH | $91.57M 76.34% | 171.93K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 79.22K | SH | $15.07M 12.57% | 79.22K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 12.00 | SH | $9.58M 7.99% | 12.00 | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI BRAZIL ETF | 121K | SH | $3.13M 2.61% | 121K | 0.00 | 0.00 |
LGI HOMES INCSOLE | COM | 5K | SH | $332.4K 0.28% | 5K | 0.00 | 0.00 |
BRUNSWICK CORPSOLE | COM | 5K | SH | $269.3K 0.22% | 5K | 0.00 | 0.00 |