$1.4 Billion is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 19 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 31.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NTCO | Sell | NATURA &CO HLDG S Aads | $290,720,000 | +14.3% | 12,347,467 | -0.8% | 20.76% | +5.0% |
| TPX | Sell | TEMPUR SEALY INTL INC | $208,522,000 | +4.3% | 1,577,899 | -6.6% | 14.89% | -4.2% |
| MELI | Sell | MERCADOLIBRE INC | $133,907,000 | -24.7% | 123,704 | -31.4% | 9.56% | -30.8% |
| VALE | Sell | VALE S Asponsored ads | $122,848,000 | -24.9% | 9,023,645 | -29.7% | 8.77% | -31.1% |
| CZZ | Buy | COSAN LTD | $106,787,000 | +18.0% | 7,191,016 | +19.7% | 7.63% | +8.4% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $83,945,000 | -1.1% | 1,046,396 | -5.1% | 6.00% | -9.2% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $81,032,000 | +65.8% | 37,204 | +63.1% | 5.79% | +52.3% |
| EA | Buy | ELECTRONIC ARTS INC | $72,568,000 | -6.2% | 375,464 | +0.0% | 5.18% | -13.8% |
| XP | Buy | XP INCcl a | $65,700,000 | +587.9% | 1,575,908 | +593.2% | 4.69% | +531.5% |
| DIS | Buy | DISNEY WALT CO | $50,086,000 | +1.7% | 272,360 | +0.0% | 3.58% | -6.6% |
| APPF | New | APPFOLIO INC | $39,206,000 | – | 186,302 | +100.0% | 2.80% | – |
| RYAAY | Sell | RYANAIR HOLDINGS PLCsponsored ads | $36,295,000 | -26.0% | 78,874 | -42.0% | 2.59% | -32.0% |
| RWM | Sell | PROSHARES TRshrt russell2000 | $33,200,000 | -5.7% | 173,800 | -2.9% | 2.37% | -13.4% |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $29,781,000 | – | 82,830 | +100.0% | 2.13% | – |
| WORK | New | SLACK TECHNOLOGIES INC | $26,925,000 | – | 671,500 | +100.0% | 1.92% | – |
| LOMA | Sell | LOMA NEGRA CORPsponsored ads | $10,678,000 | -1.6% | 2,477,422 | -2.7% | 0.76% | -9.6% |
| BBD | Buy | BANCO BRADESCO S Asp adr pfd new | $3,073,000 | -10.0% | 895,818 | +0.0% | 0.22% | -17.4% |
| GGB | GERDAU SAspon adr rep pfd | $3,001,000 | +25.0% | 810,964 | 0.0% | 0.21% | +14.4% | |
| ITUB | New | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $1,912,000 | – | 480,446 | +100.0% | 0.14% | – |
| GRUB | Exit | GRUBHUB INC | $0 | – | -272,253 | -100.0% | -2.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
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.