$1.29 Billion is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 16 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NTCO | Buy | NATURA &CO HLDG SAads | $254,244,000 | +81.4% | 12,447,467 | +8.6% | 19.77% | +8.5% |
| TPX | Sell | TEMPUR SEALY INTL INC | $199,841,000 | +75.2% | 1,688,999 | -6.9% | 15.54% | +4.8% |
| MELI | Buy | MERCADOLIBRE INC | $177,807,000 | +136.0% | 180,374 | +17.0% | 13.83% | +41.1% |
| VALE | Buy | VALE SAsponsored ads | $163,658,000 | +104.7% | 12,827,963 | +60.4% | 12.73% | +22.4% |
| CZZ | Buy | COSAN LTD | $90,496,000 | +40.1% | 6,009,040 | +14.4% | 7.04% | -16.2% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $84,885,000 | +307.3% | 1,102,096 | +235.5% | 6.60% | +143.7% |
| EA | Sell | ELECTRONIC ARTS INC | $77,364,000 | -16.9% | 375,314 | -42.0% | 6.02% | -50.3% |
| DIS | Buy | DISNEY WALT CO | $49,229,000 | +70.9% | 272,330 | +31.2% | 3.83% | +2.2% |
| RYAAY | New | RYANAIR HOLDINGS PLCsponsored ads | $49,035,000 | – | 136,045 | +100.0% | 3.81% | – |
| GOOG | Buy | ALPHABET INCcap stk cl c | $48,867,000 | +60.7% | 22,814 | +25.4% | 3.80% | -3.9% |
| RWM | Buy | PROSHARES TRshrt russell2000 | $35,196,000 | +66.7% | 179,000 | +112.2% | 2.74% | -0.3% |
| GRUB | New | GRUBHUB INC | $29,186,000 | – | 272,253 | +100.0% | 2.27% | – |
| LOMA | Buy | LOMA NEGRA CORPsponsored ads | $10,848,000 | +28.4% | 2,546,480 | +7.0% | 0.84% | -23.1% |
| XP | Buy | XP INCcl a | $9,551,000 | +450.5% | 227,344 | +152.8% | 0.74% | +228.8% |
| BBD | Buy | BANCO BRADESCO SA | $3,413,000 | +3.2% | 895,815 | +10.0% | 0.26% | -38.4% |
| GGB | Sell | GERDAU SAspon adr rep pfd | $2,400,000 | +31.3% | 810,964 | -15.3% | 0.19% | -21.4% |
| PRPL | Exit | PURPLE INNOVATION INC | $0 | – | -324,808 | -100.0% | -0.34% | – |
| GTX | Exit | GARRETT MOTION INC | $0 | – | -1,209,034 | -100.0% | -0.65% | – |
| STNE | Exit | STONECO LTD | $0 | – | -492,117 | -100.0% | -1.39% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -25,844 | -100.0% | -2.00% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -88,700 | -100.0% | -2.91% | – |
| LIN | Exit | LINDE PLC | $0 | – | -118,154 | -100.0% | -3.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
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.