DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2020 13F Holdings

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2020 holdings
TickerName Value Shares↓ Weighting
NTCO NATURA &CO HOLDING-ADRadsNew  $140,17711,461,60418.22%
TPX TEMPUR SEALY INTL INCAdd  $114,032
-3.6%
1,815,008
71.3%
14.82%
27.9%
EA ELECTRONIC ARTS INCReduce  $93,153
-14.3%
647,434
-17.8%
12.11%
13.8%
VALE VALE S Asponsored adsAdd  $79,947
1263.6%
7,995,124
1700.1%
10.39%
1710.8%
MELI MERCADOLIBRE INCsponsored adsReduce  $75,354
-70.9%
154,231
-62.6%
9.80%
-61.3%
CZZ COSAN LTDAdd  $64,588
-20.5%
5,251,050
47.6%
8.40%
5.6%
GOOG ALPHABET INCcap stk cl cNew  $30,40418,2003.95%
LIN LINDE PLCReduce  $29,362
-75.6%
118,154
-73.3%
3.82%
-67.6%
DIS DISNEYWALT CONew  $28,798207,5003.74%
ULTA ULTA BEAUTY INCNew  $22,39288,7002.91%
RWM PROSHARES SHORT RUSSEL...shrt russell2000New  $21,10884,3402.74%
BUD ANHEUSER-BUSCH INBEV S...sponsored adrNew  $20,840328,4962.71%
IWM ISHARES TRrussell 2000 etfNew  $15,36325,8442.00%
STNE STONECO LTDAdd  $10,713
27.4%
492,117
133.5%
1.39%
69.3%
LOMA LOMA NEGRA CORPsponsored adsAdd  $8,446
-45.1%
2,379,133
21.0%
1.10%
-27.1%
GTX GARRETT MOTION INCReduce  $4,974
-85.5%
1,209,034
-64.6%
0.65%
-80.7%
BBD BANCO BRADESCO S Asp adr pfdNew  $3,306814,3830.43%
PRPL PURPLE INNOVATION INCAdd  $2,654
-0.6%
324,808
34.9%
0.34%
32.2%
GGB GERDAU SAspon adr rep pfdNew  $1,828957,2640.24%
XP XP INCcl aAdd  $1,735
-12.5%
89,941
74.7%
0.23%
16.5%
CARG CARGURUS INCSold out  $0-654,251-2.89%
SIX SIX FLAGS ENTERTAINMEN...Sold out  $0-523,060-3.00%
AVP AVON PRODUCTS INCSold out  $0-31,878,494-20.10%
  • DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2020 Portfolio
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  • Quarter
    Q1 2020
  • Total value
    $769 Million
  • Holdings
    20
  • Turnover
    85.7%
  • EDGAR