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Patria Investments Ltd. (PAX): Capital Research Global Investors reports 11.4% ownership stake

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Capital Research Global Investors, an investment management division of Capital Research and Management Company and affiliates, reports beneficial ownership of common stock of Patria Investments Ltd. on an amended Schedule 13G. The filing states beneficial ownership of 7,791,608 shares, representing 11.4% of Patria’s common stock, based on 68,448,417 shares believed to be outstanding. Capital Research Global Investors has sole voting and sole dispositive power over all reported shares, with no shared voting or dispositive power disclosed. The shares are held on behalf of clients, including Capital Income Builder, consistent with the firm’s role as an institutional investment manager.

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Beneficially owned shares 7,791,608 shares Common stock of Patria Investments Ltd. reported by Capital Research Global Investors
Percent of class owned 11.4% Portion of Patria Investments Ltd. common stock beneficially owned
Shares believed outstanding 68,448,417 shares Patria Investments Ltd. common shares believed to be outstanding used for ownership calculation
Sole voting power 7,791,608 shares Shares over which Capital Research Global Investors has sole voting power
Sole dispositive power 7,791,608 shares Shares over which Capital Research Global Investors has sole dispositive power
beneficial owner financial
"CRGI is deemed to be the beneficial owner of 7,791,608 shares"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
Sole Voting Power financial
"5 | Sole Voting Power 7,791,608.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Sole Dispositive Power financial
"7 | Sole Dispositive Power 7,791,608.00 8 | Shared Dispositive Power 0.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G/A regulatory
"Amendment No. 9 on Schedule 13G/A reporting beneficial ownership"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
percent of class financial
"(b) | Percent of class: 11.4 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

FAQ

What percentage of Patria Investments Ltd. (PAX) does Capital Research Global Investors report owning?

Capital Research Global Investors reports beneficial ownership of 11.4% of Patria Investments Ltd.’s common stock, corresponding to 7,791,608 shares, based on 68,448,417 shares of common stock believed to be outstanding.

How many Patria Investments Ltd. (PAX) shares does Capital Research Global Investors beneficially own?

Capital Research Global Investors is deemed the beneficial owner of 7,791,608 shares of Patria Investments Ltd. common stock, which the filing states represents 11.4% of the 68,448,417 shares believed to be outstanding.

Does Capital Research Global Investors have sole or shared voting power over its PAX shares?

Capital Research Global Investors reports sole voting power over 7,791,608 shares of Patria Investments Ltd. common stock and no shared voting power, indicating all reported shares are voted under its sole authority.

What dispositive power does Capital Research Global Investors report over Patria Investments Ltd. (PAX) shares?

The filing shows sole dispositive power over 7,791,608 shares of Patria Investments Ltd. common stock and no shared dispositive power, meaning Capital Research Global Investors alone directs how these shares may be sold or otherwise disposed.

Who signed the Schedule 13G/A filed for Patria Investments Ltd. (PAX)?

The Schedule 13G/A was signed by Jae Won Chung, identified as Senior Vice President and Associate General Counsel of Capital Research and Management Company, on behalf of Capital Research Global Investors.

Which clients are mentioned in connection with Capital Research Global Investors’ stake in Patria Investments Ltd. (PAX)?

The filing notes that the shares are held on behalf of clients, including Capital Income Builder, consistent with Capital Research Global Investors’ role providing investment management services through related investment management entities.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





G69451105

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Capital Research Global Investors
Signature:Jae Won Chung
Name/Title:Senior Vice President and Associate General Counsel, Capital Research and Management Company
Date:08/11/2026