DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2020 holdings

$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 NewNATURA &CO HOLDING-ADRads$140,17711,461,604
+100.0%
18.22%
TPX BuyTEMPUR SEALY INTL INC$114,032
-3.6%
1,815,008
+71.3%
14.82%
+27.9%
EA SellELECTRONIC ARTS INC$93,153
-14.3%
647,434
-17.8%
12.11%
+13.8%
VALE BuyVALE S Asponsored ads$79,947
+1263.6%
7,995,124
+1700.1%
10.39%
+1710.8%
MELI SellMERCADOLIBRE INCsponsored ads$75,354
-70.9%
154,231
-62.6%
9.80%
-61.3%
CZZ BuyCOSAN LTD$64,588
-20.5%
5,251,050
+47.6%
8.40%
+5.6%
GOOG NewALPHABET INCcap stk cl c$30,40418,200
+100.0%
3.95%
LIN SellLINDE PLC$29,362
-75.6%
118,154
-73.3%
3.82%
-67.6%
DIS NewDISNEYWALT CO$28,798207,500
+100.0%
3.74%
ULTA NewULTA BEAUTY INC$22,39288,700
+100.0%
2.91%
RWM NewPROSHARES SHORT RUSSELL2000shrt russell2000$21,10884,340
+100.0%
2.74%
BUD NewANHEUSER-BUSCH INBEV SA/NVsponsored adr$20,840328,496
+100.0%
2.71%
IWM NewISHARES TRrussell 2000 etf$15,36325,844
+100.0%
2.00%
STNE BuySTONECO LTD$10,713
+27.4%
492,117
+133.5%
1.39%
+69.3%
LOMA BuyLOMA NEGRA CORPsponsored ads$8,446
-45.1%
2,379,133
+21.0%
1.10%
-27.1%
GTX SellGARRETT MOTION INC$4,974
-85.5%
1,209,034
-64.6%
0.65%
-80.7%
BBD NewBANCO BRADESCO S Asp adr pfd$3,306814,383
+100.0%
0.43%
PRPL BuyPURPLE INNOVATION INC$2,654
-0.6%
324,808
+34.9%
0.34%
+32.2%
GGB NewGERDAU SAspon adr rep pfd$1,828957,264
+100.0%
0.24%
XP BuyXP INCcl a$1,735
-12.5%
89,941
+74.7%
0.23%
+16.5%
CARG ExitCARGURUS INC$0-654,251
-100.0%
-2.89%
SIX ExitSIX FLAGS ENTERTAINMENT CORP$0-523,060
-100.0%
-3.00%
AVP ExitAVON 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

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