Pangea Capital Gestao de Recursos Ltda. holds a concentrated book of 6 stocks worth $131.2M as of Q1 2026 (disclosed Jun 18, 2026, a ~45-day 13F lag). This quarter they opened MERCADOLIBRE INC and trimmed BERKSHIRE HATHAWAY INC DEL. Their largest long position is BERKSHIRE HATHAWAY INC DEL at 79% of the equity book. They also disclosed $151K in call options (bullish), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2119167/holdings"
Use Arkolith to show Pangea Capital Gestao de Recursos Ltda.'s latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Pangea Capital Gestao de Recursos Ltda.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 7 / 6 | $312.3B |
| Mirae Asset Global Investments Co., Ltd. | 7 / 6 | $266.5B |
| FMR LLC | 7 / 6 | $161.9B |
| MORGAN STANLEY | 7 / 6 | $75.3B |
| JPMORGAN CHASE & CO | 7 / 6 | $70.3B |
| BANK OF AMERICA CORP /DE/ | 7 / 6 | $34.9B |
| GOLDMAN SACHS GROUP INC | 7 / 6 | $30.6B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 7 / 6 | $28.0B |
Ranked by how many of Pangea Capital Gestao de Recursos Ltda.'s top 6 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $94.9M | 198.0K | 72.3% | ▼−26% Reduced · −70K sh | |
| 2 | Amazon Com Inc COM | $19.0M | 91.2K | 14.5% | ▼−33% Reduced · −44K sh | |
| 3 | Berkshire Hathaway Inc Del CL A | $8.6M | 12 | 6.6% | ▼−52% Reduced · −13 sh | |
| 4 | Mercadolibre Inc COM | $3.1M | 1.8K | 2.4% | ▲New New position | |
| 5 | Meta Platforms Inc CL A | $2.9M | 5.0K | 2.2% | ▲New New position | |
| 6 | Ishares Inc MSCI BRAZIL ETF | $2.4M | 62.0K | 1.8% | ▲New New position | |
| 7 | Constellation Brands Inc CL A | $300K | 2.0K | 0.2% | ▲New New position |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | ISHARES INC | $151K | 220 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.