DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. - Q3 2020 holdings

$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 11.1% .

 Value Shares↓ Weighting
NTCO SellNATURA &CO HLDG S Aads$290,720,000
+14.3%
12,347,467
-0.8%
20.76%
+5.0%
TPX SellTEMPUR SEALY INTL INC$208,522,000
+4.3%
1,577,899
-6.6%
14.89%
-4.2%
MELI SellMERCADOLIBRE INC$133,907,000
-24.7%
123,704
-31.4%
9.56%
-30.8%
VALE SellVALE S Asponsored ads$122,848,000
-24.9%
9,023,645
-29.7%
8.77%
-31.1%
BUD SellANHEUSER BUSCH INBEV SA/NVsponsored adr$83,945,000
-1.1%
1,046,396
-5.1%
6.00%
-9.2%
RYAAY SellRYANAIR HOLDINGS PLCsponsored ads$36,295,000
-26.0%
78,874
-42.0%
2.59%
-32.0%
RWM SellPROSHARES TRshrt russell2000$33,200,000
-5.7%
173,800
-2.9%
2.37%
-13.4%
LOMA SellLOMA NEGRA CORPsponsored ads$10,678,000
-1.6%
2,477,422
-2.7%
0.76%
-9.6%
GRUB ExitGRUBHUB 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
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
TEMPUR SEALY INTL INC37Q3 202328.4%
ANHEUSER-BUSCH INBEV SA/NV37Q4 202224.7%
COSAN LTD31Q4 202011.8%
MERCADOLIBRE INC28Q3 202334.7%
COTY INC23Q4 201836.2%
VALE SA19Q3 202316.7%
GERDAU SA19Q3 20224.7%
NATURA &CO HOLDING S A15Q3 202320.8%
KRAFT HEINZ CO15Q1 201920.3%
SPECTRUM BRANDS HLDGS INC42445615Q3 201812.8%

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete holdings history.

Latest significant ownerships (13-D/G)
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2020 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Cosan Ltd.February 16, 20218,771,0016.9%
AVON PRODUCTS INCFebruary 14, 202031,878,4947.2%
Garrett Motion Inc.February 14, 20203,773,8455.0%
TEMPUR SEALY INTERNATIONAL, INC.February 14, 20192,723,1215.0%

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-14
SC 13G/A2024-02-14
SC 13D/A2023-12-01
13F-HR/A2023-11-17
13F-HR2023-11-14
SC 13D/A2023-09-21
13F-HR/A2023-09-01
13F-HR/A2023-09-01
13F-HR2023-08-14
13F-HR/A2023-06-14

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (1400185000.0 != 1400186000.0)

Export DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s holdings