$1.37 Billion is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 20 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 26.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NTCO | Sell | NATURA &CO HLDG SAads | $245,475,000 | -15.6% | 12,273,743 | -0.6% | 17.93% | -13.7% |
TPX | Buy | TEMPUR SEALY INTL INC | $190,357,000 | -8.7% | 7,050,246 | +346.8% | 13.90% | -6.6% |
VALE | Buy | VALE SAsponsored ads | $184,685,000 | +50.3% | 11,019,399 | +22.1% | 13.49% | +53.7% |
MELI | Sell | MERCADOLIBRE INC | $164,530,000 | +22.9% | 98,214 | -20.6% | 12.02% | +25.6% |
CZZ | Buy | COSAN LTD | $161,650,000 | +51.4% | 8,771,001 | +22.0% | 11.81% | +54.8% |
XP | Buy | XP INCcl a | $77,981,000 | +18.7% | 1,965,743 | +24.7% | 5.70% | +21.4% |
EA | Buy | ELECTRONIC ARTS INC | $76,627,000 | +5.6% | 533,614 | +42.1% | 5.60% | +8.0% |
BUD | Sell | ANHEUSER-BUSCH INBEV SA/NVsponsored adr | $63,695,000 | -24.1% | 911,096 | -12.9% | 4.65% | -22.4% |
GOOG | Sell | ALPHABET INCcap stk cl c | $60,969,000 | -24.8% | 34,802 | -6.5% | 4.45% | -23.1% |
APPF | Buy | APPFOLIO INC | $44,277,000 | +12.9% | 245,931 | +32.0% | 3.23% | +15.5% |
DIS | Sell | DISNEY WALT CO | $29,081,000 | -41.9% | 160,510 | -41.1% | 2.12% | -40.6% |
STNE | New | STONECO LTD | $22,660,000 | – | 270,025 | +100.0% | 1.66% | – |
LOMA | Sell | LOMA NEGRA CORPsponsored ads | $14,261,000 | +33.6% | 2,318,809 | -6.4% | 1.04% | +36.6% |
RYAAY | Buy | RYANAIR HOLDINGS PLCsponsored ads | $8,796,000 | -75.8% | 79,974 | +1.4% | 0.64% | -75.2% |
LEAPU | New | RIBBIT LEAP LTDunit 99/99/9999 | $8,603,000 | – | 574,700 | +100.0% | 0.63% | – |
BBD | BANCO BRADESCO SAsp adr pfd new | $4,712,000 | +53.3% | 895,818 | 0.0% | 0.34% | +57.1% | |
GGB | GERDAU SAspon adr rep pfd | $3,787,000 | +26.2% | 810,964 | 0.0% | 0.28% | +29.4% | |
RWM | Sell | PROSHARES TRshrt russell2000 | $3,325,000 | -90.0% | 130,800 | -24.7% | 0.24% | -89.8% |
ITUB | ITAU UNIBANCO HLDG SAspon adr rep pfd | $2,926,000 | +53.0% | 480,446 | 0.0% | 0.21% | +56.2% | |
AGCUU | New | ALTIMETER GROWTH CORPunit 99/99/9999 | $832,000 | – | 63,998 | +100.0% | 0.06% | – |
WORK | Exit | SLACK TECHNOLOGIES INC | $0 | – | -671,500 | -100.0% | -1.92% | – |
SPOT | Exit | SPOTIFY TECHNOLOGY S A | $0 | – | -82,830 | -100.0% | -2.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
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.