$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 | 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% |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $83,945,000 | -1.1% | 1,046,396 | -5.1% | 6.00% | -9.2% |
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% |
LOMA | Sell | LOMA NEGRA CORPsponsored ads | $10,678,000 | -1.6% | 2,477,422 | -2.7% | 0.76% | -9.6% |
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.