$1.02 Billion is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 14 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 40.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MELI | Sell | MERCADOLIBRE INC | $258,695,000 | -2.3% | 412,679 | -6.6% | 25.33% | -8.1% |
AVP | Sell | AVON PRODUCTS INC | $205,234,000 | +27.0% | 31,878,494 | -1.2% | 20.10% | +19.5% |
LIN | Sell | LINDE PLC | $120,382,000 | -29.8% | 441,704 | -35.8% | 11.79% | -33.9% |
TPX | Buy | TEMPUR SEALY INTL INC | $118,346,000 | +28.1% | 1,059,731 | +14.0% | 11.59% | +20.6% |
EA | Sell | ELECTRONIC ARTS INC | $108,708,000 | +4.6% | 788,034 | -4.5% | 10.64% | -1.5% |
CZZ | Sell | COSAN LTD | $81,246,000 | +32.2% | 3,557,197 | -13.7% | 7.96% | +24.4% |
GTX | Sell | GARRET MOTION INC | $34,283,000 | -29.8% | 3,411,228 | -10.4% | 3.36% | -33.9% |
SIX | Sell | SIX FLAGS ENTERTAINMENT CORP | $30,639,000 | -33.2% | 523,060 | -25.4% | 3.00% | -37.1% |
CARG | New | CARGURUS INC | $29,488,000 | – | 654,251 | +100.0% | 2.89% | – |
LOMA | Buy | LOMA NEGRA CORPsponsored ads | $15,379,000 | +170.3% | 1,966,681 | +98.7% | 1.51% | +154.4% |
STNE | New | STONECO LTD | $8,406,000 | – | 210,734 | +100.0% | 0.82% | – |
VALE | VALE ASsponsored ads | $5,863,000 | +14.8% | 444,156 | 0.0% | 0.57% | +8.1% | |
PRPL | New | PURPLE INNOVATION INC | $2,669,000 | – | 240,825 | +100.0% | 0.26% | – |
XP | New | XP INCcl a | $1,983,000 | – | 51,476 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
TEMPUR SEALY INTL INC | 37 | Q3 2023 | 28.4% |
ANHEUSER-BUSCH INBEV SA/NV | 37 | Q4 2022 | 24.7% |
COSAN LTD | 31 | Q4 2020 | 11.8% |
MERCADOLIBRE INC | 28 | Q3 2023 | 34.7% |
COTY INC | 23 | Q4 2018 | 36.2% |
VALE SA | 19 | Q3 2023 | 16.7% |
GERDAU SA | 19 | Q3 2022 | 4.7% |
NATURA &CO HOLDING S A | 15 | Q3 2023 | 20.8% |
KRAFT HEINZ CO | 15 | Q1 2019 | 20.3% |
SPECTRUM BRANDS HLDGS INC424456 | 15 | Q3 2018 | 12.8% |
View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
Cosan Ltd. | February 16, 2021 | 8,771,001 | 6.9% |
AVON PRODUCTS INC | February 14, 2020 | 31,878,494 | 7.2% |
Garrett Motion Inc. | February 14, 2020 | 3,773,845 | 5.0% |
TEMPUR SEALY INTERNATIONAL, INC. | February 14, 2019 | 2,723,121 | 5.0% |
View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
SC 13G/A | 2024-02-14 |
SC 13D/A | 2023-12-01 |
13F-HR/A | 2023-11-17 |
13F-HR | 2023-11-14 |
SC 13D/A | 2023-09-21 |
13F-HR/A | 2023-09-01 |
13F-HR/A | 2023-09-01 |
13F-HR | 2023-08-14 |
13F-HR/A | 2023-06-14 |
View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.