STOCK TITAN

Capital Research (PAX) holds 12.8% of Patria after Schedule 13G/A amendment

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

Rhea-AI Filing Summary

Capital Research Global Investors amended a Schedule 13G/A reporting beneficial ownership of 8,522,855 shares of Patria Investments Ltd. The filing states those shares represent 12.8% of the 66,521,566 shares believed to be outstanding. The amendment is signed by a Vice President of Capital Research and Management Company on 05/11/2026.

The filing lists sole voting and sole dispositive power over the 8,522,855 shares and names an affiliated fund, Capital Income Builder SMALLCAP World Fund, Inc., in the ownership disclosures.

Positive

  • None.

Negative

  • None.

Insights

13G/A amendment confirms a significant passive stake by a major asset manager.

Capital Research Global Investors is reported as beneficial owner of 8,522,855 shares, representing 12.8% of the company's 66,521,566 shares believed outstanding. The filing lists sole voting and dispositive authority, indicating internal centralized control of voting decisions for this position.

Ownership disclosures identify an affiliated fund. Timing and trading intent are not specified in the excerpt; subsequent filings would show material changes to this position.

Beneficial ownership 8,522,855 shares Amount beneficially owned as reported in the amendment
Percent of class 12.8% Percent of class based on 66,521,566 shares believed outstanding
Shares outstanding (basis) 66,521,566 shares Shares believed to be outstanding used to compute the 12.8% figure
CUSIP G69451105 CUSIP for Patria Investments Ltd. common stock
Filing signature date 05/11/2026 Date on the signature block of the Schedule 13G/A amendment
beneficially owned regulatory
"CRGI is deemed to be the beneficial owner of 8,522,855 shares"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Schedule 13G/A regulatory
"Amendment No. 8"
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.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 8,522,855"
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.
sole voting power regulatory
"Sole power to vote or to direct the vote: 8,522,855"
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.

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

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FAQ

What stake does Capital Research report in Patria Investments (PAX)?

Capital Research reports beneficial ownership of 8,522,855 shares, or 12.8%. The filing states this is out of 66,521,566 shares believed to be outstanding and lists sole voting and dispositive power over those shares.

When was the Schedule 13G/A amendment signed for PAX?

The amendment is signed on 05/11/2026. The signature block identifies Jae Won Chung as Vice President and Senior Counsel II of Capital Research and Management Company, confirming the filing authority for the disclosure.

Does the filing indicate Capital Research will sell or buy more PAX shares?

The excerpt does not state any planned purchases or sales. It reports current beneficial ownership and voting/dispositive power; it does not disclose trading intent, timing, or any planned transactions in this excerpt.

Who else is identified in the ownership disclosure for PAX?

The filing names Capital Income Builder SMALLCAP World Fund, Inc. as an entity listed in Item 6, indicating the stake may be held on behalf of or associated with that fund as part of the disclosure.

What voting and dispositive powers are reported by Capital Research for these shares?

Capital Research reports sole voting power and sole dispositive power over all 8,522,855 shares. The filing shows zero shared voting or dispositive power for this position in the disclosed schedule.





G69451105

(CUSIP Number)
03/31/2026

(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:Vice President and Senior Counsel II, Capital Research and Management Company
Date:05/11/2026