DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2020 holdings

$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 BuyNATURA &CO HLDG SAads$254,244
+81.4%
12,447,467
+8.6%
19.77%
+8.5%
TPX SellTEMPUR SEALY INTL INC$199,841
+75.2%
1,688,999
-6.9%
15.54%
+4.8%
MELI BuyMERCADOLIBRE INC$177,807
+136.0%
180,374
+17.0%
13.83%
+41.1%
VALE BuyVALE SAsponsored ads$163,658
+104.7%
12,827,963
+60.4%
12.73%
+22.4%
CZZ BuyCOSAN LTD$90,496
+40.1%
6,009,040
+14.4%
7.04%
-16.2%
BUD BuyANHEUSER BUSCH INBEV SA/NVsponsored adr$84,885
+307.3%
1,102,096
+235.5%
6.60%
+143.7%
EA SellELECTRONIC ARTS INC$77,364
-16.9%
375,314
-42.0%
6.02%
-50.3%
DIS BuyDISNEY WALT CO$49,229
+70.9%
272,330
+31.2%
3.83%
+2.2%
RYAAY NewRYANAIR HOLDINGS PLCsponsored ads$49,035136,045
+100.0%
3.81%
GOOG BuyALPHABET INCcap stk cl c$48,867
+60.7%
22,814
+25.4%
3.80%
-3.9%
RWM BuyPROSHARES TRshrt russell2000$35,196
+66.7%
179,000
+112.2%
2.74%
-0.3%
GRUB NewGRUBHUB INC$29,186272,253
+100.0%
2.27%
LOMA BuyLOMA NEGRA CORPsponsored ads$10,848
+28.4%
2,546,480
+7.0%
0.84%
-23.1%
XP BuyXP INCcl a$9,551
+450.5%
227,344
+152.8%
0.74%
+228.8%
BBD BuyBANCO BRADESCO SA$3,413
+3.2%
895,815
+10.0%
0.26%
-38.4%
GGB SellGERDAU SAspon adr rep pfd$2,400
+31.3%
810,964
-15.3%
0.19%
-21.4%
PRPL ExitPURPLE INNOVATION INC$0-324,808
-100.0%
-0.34%
GTX ExitGARRETT MOTION INC$0-1,209,034
-100.0%
-0.65%
STNE ExitSTONECO LTD$0-492,117
-100.0%
-1.39%
IWM ExitISHARES TRrussell 2000 etf$0-25,844
-100.0%
-2.00%
ULTA ExitULTA BEAUTY INC$0-88,700
-100.0%
-2.91%
LIN ExitLINDE PLC$0-118,154
-100.0%
-3.82%

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

The EDGAR filing(s) were signed by:

  • EMERSON ADRIANO FERRATO MELO — COO

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EDGAR filings