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Pangea Capital Gestao de Recursos’s LGI Homes LGIH Stock Holding History

Pangea Capital Gestao de Recursos’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$318K Buy
+5,000
New +$239K 0.22% 7
2026
Q1 		– Sell
-5,000
Closed -$215K – 10
2025
Q4 		$215K Hold
5,000
– – 0.17% 7
2025
Q3 		$259K Hold
5,000
– – 0.22% 7
2025
Q2 		$258K Hold
5,000
– – 0.23% 7
2025
Q1 		$332K Buy
+5,000
New +$404K 0.28% 5

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Pangea Capital Gestao de Recursos's LGIH Position: Q2 2026 in Review

Pangea Capital Gestao de Recursos opened a new position in LGI Homes (LGIH) in Q2 2026: 5,000 shares worth $318K. The stake represents 0.22% of the portfolio and ranks #7 among its holdings. This is a return to the name: Pangea Capital Gestao de Recursos previously reported a position in LGIH as recently as Q4 2025.

Pangea Capital Gestao de Recursos first reported a position in LGIH in Q1 2025 and has held it in 5 quarters since. The position peaked at $332K in Q1 2025. 252 funds tracked by Wall St. Rank hold LGIH as of Q2 2026.

  • Pangea Capital Gestao de Recursos held 5,000 shares of LGI Homes worth $318K as of Q2 2026.
  • LGI Homes was a new Pangea Capital Gestao de Recursos position in Q2 2026.
  • LGI Homes made up 0.22% of Pangea Capital Gestao de Recursos's portfolio in Q2 2026, its #7 holding.
  • Pangea Capital Gestao de Recursos first reported a position in LGI Homes in Q1 2025 and has held it in 5 quarters since.
  • Pangea Capital Gestao de Recursos's LGI Homes position peaked at $332K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held LGI Homes as of Q2 2026.

Based on Pangea Capital Gestao de Recursos's 13F filing for Q2 2026, filed 14 Aug 2026.