DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2020 13F Holdings

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2020 holdings
TickerName Value Shares↓ Weighting
NTCO NATURA &CO HLDG SAadsAdd  $254,244
81.4%
12,447,467
8.6%
19.77%
8.5%
TPX TEMPUR SEALY INTL INCReduce  $199,841
75.2%
1,688,999
-6.9%
15.54%
4.8%
MELI MERCADOLIBRE INCAdd  $177,807
136.0%
180,374
17.0%
13.83%
41.1%
VALE VALE SAsponsored adsAdd  $163,658
104.7%
12,827,963
60.4%
12.73%
22.4%
CZZ COSAN LTDAdd  $90,496
40.1%
6,009,040
14.4%
7.04%
-16.2%
BUD ANHEUSER BUSCH INBEV S...sponsored adrAdd  $84,885
307.3%
1,102,096
235.5%
6.60%
143.7%
EA ELECTRONIC ARTS INCReduce  $77,364
-16.9%
375,314
-42.0%
6.02%
-50.3%
DIS DISNEY WALT COAdd  $49,229
70.9%
272,330
31.2%
3.83%
2.2%
RYAAY RYANAIR HOLDINGS PLCsponsored adsNew  $49,035136,0453.81%
GOOG ALPHABET INCcap stk cl cAdd  $48,867
60.7%
22,814
25.4%
3.80%
-3.9%
RWM PROSHARES TRshrt russell2000Add  $35,196
66.7%
179,000
112.2%
2.74%
-0.3%
GRUB GRUBHUB INCNew  $29,186272,2532.27%
LOMA LOMA NEGRA CORPsponsored adsAdd  $10,848
28.4%
2,546,480
7.0%
0.84%
-23.1%
XP XP INCcl aAdd  $9,551
450.5%
227,344
152.8%
0.74%
228.8%
BBD BANCO BRADESCO SAAdd  $3,413
3.2%
895,815
10.0%
0.26%
-38.4%
GGB GERDAU SAspon adr rep pfdReduce  $2,400
31.3%
810,964
-15.3%
0.19%
-21.4%
PRPL PURPLE INNOVATION INCSold out  $0-324,808-0.34%
GTX GARRETT MOTION INCSold out  $0-1,209,034-0.65%
STNE STONECO LTDSold out  $0-492,117-1.39%
IWM ISHARES TRrussell 2000 etfSold out  $0-25,844-2.00%
ULTA ULTA BEAUTY INCSold out  $0-88,700-2.91%
LIN LINDE PLCSold out  $0-118,154-3.82%
  • DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2020 Portfolio
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  • Quarter
    Q2 2020
  • Total value
    $1.29 Billion
  • Holdings
    16
  • Turnover
    40.0%
  • EDGAR