$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 | Sell | ELECTRONIC ARTS INC | $93,153,000 | -14.3% | 647,434 | -17.8% | 12.11% | +13.8% |
MELI | Sell | MERCADOLIBRE INCsponsored ads | $75,354,000 | -70.9% | 154,231 | -62.6% | 9.80% | -61.3% |
LIN | Sell | LINDE PLC | $29,362,000 | -75.6% | 118,154 | -73.3% | 3.82% | -67.6% |
GTX | Sell | GARRETT MOTION INC | $4,974,000 | -85.5% | 1,209,034 | -64.6% | 0.65% | -80.7% |
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% | – |
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.