$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 128.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NTCO | New | NATURA &CO HOLDING-ADRads | $140,177,000 | – | 11,461,604 | +100.0% | 18.22% | – |
| TPX | Buy | TEMPUR SEALY INTL INC | $114,032,000 | -3.6% | 1,815,008 | +71.3% | 14.82% | +27.9% |
| VALE | Buy | VALE S Asponsored ads | $79,947,000 | +1263.6% | 7,995,124 | +1700.1% | 10.39% | +1710.8% |
| CZZ | Buy | COSAN LTD | $64,588,000 | -20.5% | 5,251,050 | +47.6% | 8.40% | +5.6% |
| GOOG | New | ALPHABET INCcap stk cl c | $30,404,000 | – | 18,200 | +100.0% | 3.95% | – |
| DIS | New | DISNEYWALT CO | $28,798,000 | – | 207,500 | +100.0% | 3.74% | – |
| ULTA | New | ULTA BEAUTY INC | $22,392,000 | – | 88,700 | +100.0% | 2.91% | – |
| RWM | New | PROSHARES SHORT RUSSELL2000shrt russell2000 | $21,108,000 | – | 84,340 | +100.0% | 2.74% | – |
| BUD | New | ANHEUSER-BUSCH INBEV SA/NVsponsored adr | $20,840,000 | – | 328,496 | +100.0% | 2.71% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $15,363,000 | – | 25,844 | +100.0% | 2.00% | – |
| STNE | Buy | STONECO LTD | $10,713,000 | +27.4% | 492,117 | +133.5% | 1.39% | +69.3% |
| LOMA | Buy | LOMA NEGRA CORPsponsored ads | $8,446,000 | -45.1% | 2,379,133 | +21.0% | 1.10% | -27.1% |
| BBD | New | BANCO BRADESCO S Asp adr pfd | $3,306,000 | – | 814,383 | +100.0% | 0.43% | – |
| PRPL | Buy | PURPLE INNOVATION INC | $2,654,000 | -0.6% | 324,808 | +34.9% | 0.34% | +32.2% |
| GGB | New | GERDAU SAspon adr rep pfd | $1,828,000 | – | 957,264 | +100.0% | 0.24% | – |
| XP | Buy | XP INCcl a | $1,735,000 | -12.5% | 89,941 | +74.7% | 0.23% | +16.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
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.