$961 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 10 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MELI | Buy | MERCADOLIBRE INC | $264,864 | +24.2% | 441,652 | +35.3% | 27.56% | +27.5% |
| LIN | Sell | LINDE PLC | $171,484 | -12.2% | 687,492 | -11.1% | 17.84% | -9.9% |
| AVP | Buy | AVON PRODS INC | $161,577 | +15.5% | 32,261,002 | +0.8% | 16.81% | +18.6% |
| EA | Buy | ELECTRONIC ARTS INC | $103,905 | +9.5% | 824,934 | +10.8% | 10.81% | +12.4% |
| TPX | Sell | TEMPUR SEALY INTL INC | $92,388 | -40.0% | 929,345 | -44.6% | 9.61% | -38.4% |
| CZZ | Sell | COSAN LTD | $61,446 | +3.6% | 4,123,874 | -7.1% | 6.39% | +6.4% |
| GTX | Buy | GARRETT MOTION INC | $48,812 | +28.1% | 3,806,058 | +93.0% | 5.08% | +31.6% |
| SIX | Sell | SIX FLAGS ENTMT CORP | $45,879 | -22.6% | 701,340 | -26.1% | 4.77% | -20.6% |
| LOMA | New | LOMA NEGRA CORPsponsored ads | $5,690 | – | 989,555 | +100.0% | 0.59% | – |
| VALE | Sell | VALE SAsponsored ads | $5,108 | -37.8% | 444,156 | -27.3% | 0.53% | -36.2% |
| BUD | Exit | ANHEUSER-BUSCH INBEV SA/NVsponsored adr | $0 | – | -220,080 | -100.0% | -2.49% | – |
The following EDGAR filing(s) were analyzed to create this report:
The EDGAR filing(s) were signed by:
- EMERSON ADRIANO FERRATO MELO — COO
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. holdings (13F-HR)
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. significant holdings (13D/G)
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. ownership history
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. portfolio value
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. filings
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