$769 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 20 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 85.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NTCO | New | NATURA &CO HOLDING-ADRads | $140,177 | – | 11,461,604 | +100.0% | 18.22% | – |
| TPX | Buy | TEMPUR SEALY INTL INC | $114,032 | -3.6% | 1,815,008 | +71.3% | 14.82% | +27.9% |
| EA | Sell | ELECTRONIC ARTS INC | $93,153 | -14.3% | 647,434 | -17.8% | 12.11% | +13.8% |
| VALE | Buy | VALE S Asponsored ads | $79,947 | +1263.6% | 7,995,124 | +1700.1% | 10.39% | +1710.8% |
| MELI | Sell | MERCADOLIBRE INCsponsored ads | $75,354 | -70.9% | 154,231 | -62.6% | 9.80% | -61.3% |
| CZZ | Buy | COSAN LTD | $64,588 | -20.5% | 5,251,050 | +47.6% | 8.40% | +5.6% |
| GOOG | New | ALPHABET INCcap stk cl c | $30,404 | – | 18,200 | +100.0% | 3.95% | – |
| LIN | Sell | LINDE PLC | $29,362 | -75.6% | 118,154 | -73.3% | 3.82% | -67.6% |
| DIS | New | DISNEYWALT CO | $28,798 | – | 207,500 | +100.0% | 3.74% | – |
| ULTA | New | ULTA BEAUTY INC | $22,392 | – | 88,700 | +100.0% | 2.91% | – |
| RWM | New | PROSHARES SHORT RUSSELL2000shrt russell2000 | $21,108 | – | 84,340 | +100.0% | 2.74% | – |
| BUD | New | ANHEUSER-BUSCH INBEV SA/NVsponsored adr | $20,840 | – | 328,496 | +100.0% | 2.71% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $15,363 | – | 25,844 | +100.0% | 2.00% | – |
| STNE | Buy | STONECO LTD | $10,713 | +27.4% | 492,117 | +133.5% | 1.39% | +69.3% |
| LOMA | Buy | LOMA NEGRA CORPsponsored ads | $8,446 | -45.1% | 2,379,133 | +21.0% | 1.10% | -27.1% |
| GTX | Sell | GARRETT MOTION INC | $4,974 | -85.5% | 1,209,034 | -64.6% | 0.65% | -80.7% |
| BBD | New | BANCO BRADESCO S Asp adr pfd | $3,306 | – | 814,383 | +100.0% | 0.43% | – |
| PRPL | Buy | PURPLE INNOVATION INC | $2,654 | -0.6% | 324,808 | +34.9% | 0.34% | +32.2% |
| GGB | New | GERDAU SAspon adr rep pfd | $1,828 | – | 957,264 | +100.0% | 0.24% | – |
| XP | Buy | XP INCcl a | $1,735 | -12.5% | 89,941 | +74.7% | 0.23% | +16.5% |
| CARG | Exit | CARGURUS INC | $0 | – | -654,251 | -100.0% | -2.89% | – |
| SIX | Exit | SIX FLAGS ENTERTAINMENT CORP | $0 | – | -523,060 | -100.0% | -3.00% | – |
| AVP | Exit | AVON PRODUCTS INC | $0 | – | -31,878,494 | -100.0% | -20.10% | – |
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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