84 is the total number of securities DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. has owned. The longest DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. has owned a single stock is 37 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| TPX | TEMPUR SEALY INTL INC | 34 | 3 | 1.49% | 17.87% | 28.44% | Q4 2013 | Q3 2023 | 37 |
| BUD | ANHEUSER-BUSCH INBEV S... | 25 | 12 | 0.07% | 5.66% | 24.68% | Q2 2013 | Q4 2022 | 37 |
| CZZ | COSAN LTD | 31 | 31 | 0.39% | 3.59% | 11.81% | Q2 2013 | Q4 2020 | 31 |
| MELI | MERCADOLIBRE INC | 27 | 1 | 4.95% | 14.61% | 34.70% | Q3 2016 | Q3 2023 | 28 |
| COTY | COTY INC | 23 | 23 | 0.12% | 14.04% | 36.19% | Q2 2013 | Q4 2018 | 23 |
| VALE | VALE SA | 19 | 19 | 0.53% | 7.51% | 16.75% | Q1 2019 | Q3 2023 | 19 |
| GGB | GERDAU SA | 11 | 8 | 0.19% | 1.31% | 4.65% | Q2 2013 | Q3 2022 | 19 |
| NTCO | NATURA &CO HOLDING S A | 15 | 15 | 4.28% | 15.60% | 20.76% | Q1 2020 | Q3 2023 | 15 |
| KHC | KRAFT HEINZ CO | 15 | 15 | 1.46% | 10.80% | 20.32% | Q3 2015 | Q1 2019 | 15 |
| SPB | SPECTRUM BRANDS HLDGS ... | 13 | 2 | 0.00% | 6.69% | 12.84% | Q3 2014 | Q3 2018 | 15 |
| SIX | SIX FLAGS ENTMT CORP NEW | 10 | 4 | 0.33% | 5.50% | 13.29% | Q2 2013 | Q4 2019 | 14 |
| APPF | APPFOLIO INC | 13 | 13 | 2.67% | 6.94% | 12.12% | Q3 2020 | Q3 2023 | 13 |
| PX | PRAXAIR INC | 12 | 12 | 11.59% | 22.76% | 32.73% | Q4 2015 | Q3 2018 | 12 |
| SIG | SIGNET JEWELERS LIMITED | 9 | 3 | 4.75% | 8.36% | 11.49% | Q2 2013 | Q3 2017 | 12 |
| XP | XP INC | 12 | 12 | 0.19% | 3.63% | 5.70% | Q4 2019 | Q3 2022 | 12 |
| PACD | PACIFIC DRILLING SA LU... | 11 | 11 | 1.10% | 9.89% | 17.34% | Q2 2013 | Q4 2015 | 11 |
| OKTA | OKTA INC | 11 | 11 | 0.66% | 3.59% | 6.55% | Q1 2021 | Q3 2023 | 11 |
| RYAAY | RYANAIR HOLDINGS PLC | 9 | 2 | 0.03% | 1.15% | 3.81% | Q2 2020 | Q3 2023 | 11 |
| MDLZ | MONDELEZ INTL INC | 9 | 9 | 9.73% | 16.86% | 22.41% | Q2 2013 | Q2 2015 | 9 |
| EA | ELECTRONIC ARTS INC | 9 | 9 | 2.71% | 7.83% | 12.11% | Q4 2018 | Q4 2020 | 9 |
| VTEX | 9 | 9 | 0.26% | 1.66% | 3.07% | Q3 2021 | Q3 2023 | 9 | |
| LOMA | LOMA NEGRA CORP | 9 | 9 | 0.59% | 1.04% | 1.51% | Q3 2019 | Q3 2021 | 9 |
| NU HOLDINGS LTD | 8 | 8 | 1.06% | 7.53% | 20.63% | Q4 2021 | Q3 2023 | 8 | |
| GOOG | ALPHABET INC | 8 | 8 | 3.80% | 5.40% | 6.85% | Q1 2020 | Q4 2021 | 8 |
| LIN | LINDE PLC | 6 | 1 | 1.55% | 15.23% | 27.61% | Q4 2018 | Q4 2022 | 7 |
| HRG | HRG GROUP INC | 7 | 7 | 3.48% | 12.61% | 17.43% | Q3 2015 | Q1 2017 | 7 |
| AMZN | AMAZON COM INC | 6 | 6 | 1.72% | 4.35% | 6.63% | Q2 2022 | Q3 2023 | 6 |
| STNE | STONECO LTD | 4 | 2 | 0.05% | 1.62% | 3.62% | Q4 2019 | Q3 2021 | 6 |
| RWM | PROSHARES TR | 4 | 2 | 0.10% | 1.38% | 2.74% | Q1 2020 | Q2 2023 | 6 |
| ITUB | ITAU UNIBANCO HLDG SA | 6 | 6 | 0.14% | 1.25% | 3.71% | Q3 2020 | Q4 2021 | 6 |
| WALDU | WALDENCAST ACQUISITION... | 6 | 6 | 0.69% | 0.90% | 1.29% | Q1 2021 | Q2 2022 | 6 |
| LEAPU | RIBBIT LEAP LTD | 6 | 6 | 0.36% | 0.68% | 0.81% | Q4 2020 | Q1 2022 | 6 |
| LEAPWS | RIBBIT LEAP LTD | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
| WALDENCAST PLC | 5 | 5 | 9.43% | 12.87% | 17.93% | Q3 2022 | Q3 2023 | 5 | |
| FB | META PLATFORMS INC | 5 | 5 | 4.14% | 5.41% | 6.37% | Q1 2021 | Q1 2022 | 5 |
| HRG GROUP INC | 3 | 2 | 0.41% | 2.25% | 3.72% | Q3 2015 | Q1 2017 | 5 | |
| CIG | COMPANHIA ENERGETICA D... | 5 | 5 | 1.51% | 1.96% | 2.86% | Q2 2013 | Q2 2014 | 5 |
| WALDENCAST PLC | 5 | 5 | 0.36% | 0.92% | 2.88% | Q3 2022 | Q3 2023 | 5 | |
| LEAP | RIBBIT LEAP LTD | 4 | 1 | 0.00% | 0.32% | 0.45% | Q1 2021 | Q2 2022 | 5 |
| HRG | HARBINGER GROUP INC | 4 | 4 | 4.94% | 11.26% | 17.32% | Q3 2014 | Q2 2015 | 4 |
| OCN | OCWEN FINL CORP | 4 | 4 | 7.85% | 9.06% | 11.24% | Q4 2013 | Q3 2014 | 4 |
| DIS | DISNEYWALT CO | 4 | 4 | 2.12% | 3.32% | 3.83% | Q1 2020 | Q4 2020 | 4 |
| GTX | GARRETT MOTION INC | 4 | 4 | 0.65% | 3.24% | 5.08% | Q2 2019 | Q1 2020 | 4 |
| PRAXAIR INC | 2 | 2 | 2.31% | 2.41% | 2.49% | Q4 2015 | Q1 2017 | 4 | |
| ATLASSIAN CORPORATION | 4 | 4 | 0.91% | 1.07% | 1.36% | Q4 2022 | Q3 2023 | 4 | |
| STEVANATO GROUP SPA | 4 | 4 | 0.70% | 0.91% | 1.14% | Q3 2022 | Q2 2023 | 4 | |
| BBD | BANCO BRADESCO SA | 4 | 4 | 0.22% | 0.31% | 0.43% | Q1 2020 | Q4 2020 | 4 |
| AVP | AVON PRODUCTS INC | 3 | 3 | 14.18% | 17.03% | 20.10% | Q2 2019 | Q4 2019 | 3 |
| LINDE PLC | 3 | 3 | 2.76% | 4.34% | 5.19% | Q1 2023 | Q3 2023 | 3 | |
| FWONK | LIBERTY MEDIA CORP DEL... | 3 | 3 | 3.79% | 4.07% | 4.32% | Q2 2017 | Q4 2017 | 3 |
| FWONA | LIBERTY MEDIA CORP DEL... | 3 | 3 | 3.68% | 4.01% | 4.27% | Q2 2017 | Q4 2017 | 3 |
| DHR | DANAHER CORPORATION | 3 | 3 | 2.06% | 2.94% | 3.59% | Q1 2023 | Q3 2023 | 3 |
| IWM | ISHARES TR | 2 | 1 | 0.11% | 0.74% | 2.00% | Q1 2020 | Q2 2023 | 3 |
| TCVA | TCV ACQUISITION CORP | 3 | 3 | 0.59% | 0.66% | 0.71% | Q2 2021 | Q4 2021 | 3 |
| MELI KASZEK PIONEER CORP | 3 | 3 | 0.25% | 0.27% | 0.28% | Q3 2021 | Q1 2022 | 3 | |
| KRFT | KRAFT FOODS GROUP INC | 2 | 2 | 17.78% | 18.11% | 18.44% | Q1 2015 | Q2 2015 | 2 |
| DDOG | DATADOG INC | 2 | 2 | 4.69% | 5.50% | 6.32% | Q1 2021 | Q2 2021 | 2 |
| SPOT | SPOTIFY TECHNOLOGY S A | 1 | 1 | 1.50% | 1.82% | 2.13% | Q3 2020 | Q2 2021 | 2 |
| APH | AMPHENOL CORP NEW | 2 | 2 | 1.48% | 1.75% | 2.03% | Q2 2023 | Q3 2023 | 2 |
| NU HLDGS LTD | 2 | 2 | 0.78% | 1.12% | 1.46% | Q2 2023 | Q3 2023 | 2 | |
| HEI | HEICO CORP NEW | 2 | 2 | 0.72% | 0.89% | 1.06% | Q2 2023 | Q3 2023 | 2 |
| VIV | TELEFONICA BRASIL AS | 2 | 2 | 0.39% | 0.45% | 0.52% | Q3 2015 | Q4 2015 | 2 |
| SUZ | SUZANO S A | 2 | 2 | 0.33% | 0.41% | 0.50% | Q2 2023 | Q3 2023 | 2 |
| PRPL | PURPLE INNOVATION INC | 2 | 2 | 0.26% | 0.30% | 0.34% | Q4 2019 | Q1 2020 | 2 |
| AGCUU | ALTIMETER GROWTH CORP | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q1 2021 | 2 |
| QQQ | INVESCO QQQ TR | 1 | 1 | 8.74% | 8.74% | 8.74% | Q3 2023 | Q3 2023 | 1 |
| VALE | VALE SA | 1 | 1 | 7.97% | 7.97% | 7.97% | Q2 2023 | Q2 2023 | 1 |
| IWM | ISHARES TR | 1 | 1 | 6.55% | 6.55% | 6.55% | Q3 2023 | Q3 2023 | 1 |
| MELI | MERCADO LIBRE INC | 1 | 1 | 6.18% | 6.18% | 6.18% | Q3 2023 | Q3 2023 | 1 |
| RIO | RIO TINTO PLC | 1 | 1 | 4.74% | 4.74% | 4.74% | Q3 2023 | Q3 2023 | 1 |
| SPY | SPDR S&P 500 ETF TR | 1 | 1 | 4.73% | 4.73% | 4.73% | Q3 2023 | Q3 2023 | 1 |
| EZU | ISHARES INC | 1 | 1 | 4.02% | 4.02% | 4.02% | Q3 2023 | Q3 2023 | 1 |
| POST | POST HLDGS INC | 1 | 1 | 3.08% | 3.08% | 3.08% | Q2 2014 | Q2 2014 | 1 |
| ULTA | ULTA BEAUTY INC | 1 | 1 | 2.91% | 2.91% | 2.91% | Q1 2020 | Q1 2020 | 1 |
| CARG | CARGURUS INC | 1 | 1 | 2.89% | 2.89% | 2.89% | Q4 2019 | Q4 2019 | 1 |
| SPB | SPECTRUM BRANDS HLDGS ... | 1 | 1 | 2.77% | 2.77% | 2.77% | Q4 2018 | Q4 2018 | 1 |
| GRUB | GRUBHUB INC | 1 | 1 | 2.27% | 2.27% | 2.27% | Q2 2020 | Q2 2020 | 1 |
| WORK | SLACK TECHNOLOGIES INC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q3 2020 | Q3 2020 | 1 |
| GENERAL ELECTRIC CO | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2023 | Q3 2023 | 1 | |
| TEAM | ATLASSIAN CORP PLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2022 | Q2 2022 | 1 |
| NOMAD HLDGS LTD | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2016 | Q1 2016 | 1 | |
| SPECTRUM BRANDS HLDGS INC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2015 | Q3 2015 | 1 | |
| DSGX | DESCARTES SYS GROUP INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
| COTY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 | |
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The securities at the top of the list , including TEMPUR SEALY INTL INC, ANHEUSER-BUSCH INBEV SA/NV, and COSAN LTD, are the highest-conviction holdings of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA..
The conviction is calculated by counting the number of quarters a security has been reported by DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. owns currently or has owned in the past.