Discovery Capital Management’s Pampa Energía PAM Stock Holding History

Discovery Capital Management’s Portfolio PAM Stock Details PAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.35M	Buy	+65,200	New	+$5.43M	0.22%	56
2025 Q1	–	Sell	-152,207	Closed	-$13.4M	–	82
2024 Q4	$13.4M	Buy	152,207 +35,914	+31%	+$2.73M	0.91%	33
2024 Q3	$6.98M	Buy	+116,293	New	+$5.95M	0.85%	31
2024 Q2	–	Sell	-76,700	Closed	-$3.31M	–	66
2024 Q1	$3.31M	Buy	+76,700	New	+$3.42M	0.44%	35
2023 Q2	–	Sell	-249,946	Closed	-$8.24M	–	82
2023 Q1	$8.24M	Sell	249,946 -105,800	-30%	-$3.44M	0.94%	27
2022 Q4	$11.4M	Hold	355,746	–	–	1.66%	19
2022 Q3	$8.1M	Buy	355,746 +194,500	+121%	+$4.59M	1.21%	21
2022 Q2	$3.3M	Sell	161,246 -5,000	-3%	-$111K	0.43%	41
2022 Q1	$3.93M	Buy	+166,246	New	+$3.45M	0.34%	53
2017 Q1	–	Sell	-572,377	Closed	-$19.9M	–	112
2016 Q4	$19.9M	Buy	572,377 +322,885	+129%	+$11M	0.34%	67
2016 Q3	$8.08M	Hold	249,492	–	–	0.17%	68
2016 Q2	$6.82M	Buy	+249,492	New	+$5.76M	0.16%	68

Other funds holding PAM

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

PCM

Ping Capital Management New York $401M AUM 32.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

VAS

VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $1.13B AUM 38.97% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AGDI

Absolute Gestao de Investimentos Sao Paulo, Brazil $994M AUM 54.06% 1-Year Est. Return

Fundamenta Capital Montevideo $172M AUM

Wexford Capital West Palm Beach, Florida $782M AUM 62.56% 1-Year Est. Return

Discovery Capital Management's PAM Position: Q2 2026 in Review

Discovery Capital Management opened a new position in Pampa Energía (PAM) in Q2 2026: 65,200 shares worth $5.35M. The stake represents 0.22% of the portfolio and ranks #56 among its holdings. This is a return to the name: Discovery Capital Management previously reported a position in PAM as recently as Q4 2024.

Discovery Capital Management first reported a position in PAM in Q2 2016 and has held it in 12 quarters since. The position peaked at $19.9M in Q4 2016. 87 funds tracked by Wall St. Rank hold PAM as of Q2 2026.

Discovery Capital Management held 65,200 shares of Pampa Energía worth $5.35M as of Q2 2026.
Pampa Energía was a new Discovery Capital Management position in Q2 2026.
Pampa Energía made up 0.22% of Discovery Capital Management's portfolio in Q2 2026, its #56 holding.
Discovery Capital Management first reported a position in Pampa Energía in Q2 2016 and has held it in 12 quarters since.
Discovery Capital Management's Pampa Energía position peaked at $19.9M in Q4 2016.
87 funds tracked by Wall St. Rank held Pampa Energía as of Q2 2026.

Based on Discovery Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.