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 42.9% .

 Value Shares↓ Weighting
EA SellELECTRONIC ARTS INC$93,153,000
-14.3%
647,434
-17.8%
12.11%
+13.8%
MELI SellMERCADOLIBRE INCsponsored ads$75,354,000
-70.9%
154,231
-62.6%
9.80%
-61.3%
LIN SellLINDE PLC$29,362,000
-75.6%
118,154
-73.3%
3.82%
-67.6%
GTX SellGARRETT MOTION INC$4,974,000
-85.5%
1,209,034
-64.6%
0.65%
-80.7%
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%
Original filings

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

  • View 13F-HR filed 2020-05-15
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. Q1 2020 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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