DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. - Q4 2019 holdings

$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 SellMERCADOLIBRE INC$258,695,000
-2.3%
412,679
-6.6%
25.33%
-8.1%
AVP SellAVON PRODUCTS INC$205,234,000
+27.0%
31,878,494
-1.2%
20.10%
+19.5%
LIN SellLINDE PLC$120,382,000
-29.8%
441,704
-35.8%
11.79%
-33.9%
TPX BuyTEMPUR SEALY INTL INC$118,346,000
+28.1%
1,059,731
+14.0%
11.59%
+20.6%
EA SellELECTRONIC ARTS INC$108,708,000
+4.6%
788,034
-4.5%
10.64%
-1.5%
CZZ SellCOSAN LTD$81,246,000
+32.2%
3,557,197
-13.7%
7.96%
+24.4%
GTX SellGARRET MOTION INC$34,283,000
-29.8%
3,411,228
-10.4%
3.36%
-33.9%
SIX SellSIX FLAGS ENTERTAINMENT CORP$30,639,000
-33.2%
523,060
-25.4%
3.00%
-37.1%
CARG NewCARGURUS INC$29,488,000654,251
+100.0%
2.89%
LOMA BuyLOMA NEGRA CORPsponsored ads$15,379,000
+170.3%
1,966,681
+98.7%
1.51%
+154.4%
STNE NewSTONECO LTD$8,406,000210,734
+100.0%
0.82%
VALE  VALE ASsponsored ads$5,863,000
+14.8%
444,1560.0%0.57%
+8.1%
PRPL NewPURPLE INNOVATION INC$2,669,000240,825
+100.0%
0.26%
XP NewXP INCcl a$1,983,00051,476
+100.0%
0.19%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-02-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
TEMPUR SEALY INTL INC37Q3 202328.4%
ANHEUSER-BUSCH INBEV SA/NV37Q4 202224.7%
COSAN LTD31Q4 202011.8%
MERCADOLIBRE INC28Q3 202334.7%
COTY INC23Q4 201836.2%
VALE SA19Q3 202316.7%
GERDAU SA19Q3 20224.7%
NATURA &CO HOLDING S A15Q3 202320.8%
KRAFT HEINZ CO15Q1 201920.3%
SPECTRUM BRANDS HLDGS INC42445615Q3 201812.8%

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete holdings history.

Latest significant ownerships (13-D/G)
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2019 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Cosan Ltd.February 16, 20218,771,0016.9%
AVON PRODUCTS INCFebruary 14, 202031,878,4947.2%
Garrett Motion Inc.February 14, 20203,773,8455.0%
TEMPUR SEALY INTERNATIONAL, INC.February 14, 20192,723,1215.0%

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-14
SC 13G/A2024-02-14
SC 13D/A2023-12-01
13F-HR/A2023-11-17
13F-HR2023-11-14
SC 13D/A2023-09-21
13F-HR/A2023-09-01
13F-HR/A2023-09-01
13F-HR2023-08-14
13F-HR/A2023-06-14

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete filings history.

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