$1.1 Billion is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 21 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 55.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NTCO | Buy | NATURA &CO HLDG S Aads | $197,256,000 | -19.6% | 18,366,889 | +49.6% | 17.92% | -0.0% |
| VALE | Sell | VALE SAsponsored ads | $184,345,000 | -0.2% | 10,606,737 | -3.7% | 16.75% | +24.2% |
| TPX | Sell | TEMPUR SEALY INTL INC | $167,921,000 | -11.8% | 4,593,018 | -34.9% | 15.26% | +9.7% |
| MELI | Sell | MERCADOLIBRE INC | $128,958,000 | -21.6% | 87,599 | -10.8% | 11.72% | -2.5% |
| APPF | Buy | APPFOLIO INC | $66,476,000 | +50.1% | 470,094 | +91.1% | 6.04% | +86.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $65,644,000 | +7.7% | 31,733 | -8.8% | 5.96% | +33.9% |
| XP | Sell | XP INCcl a | $60,400,000 | -22.5% | 1,603,392 | -18.4% | 5.49% | -3.6% |
| DDOG | New | DATADOG INC | $51,604,000 | – | 619,200 | +100.0% | 4.69% | – |
| BUD | Sell | ANHEUSER-BUSCH INBEV SA/NVsponsored adr | $50,242,000 | -21.1% | 799,396 | -12.3% | 4.56% | -1.9% |
| FB | New | FACEBOOK INCcl a | $45,576,000 | – | 154,740 | +100.0% | 4.14% | – |
| STNE | Buy | STONECO LTD | $24,210,000 | +6.8% | 395,459 | +46.5% | 2.20% | +32.9% |
| LOMA | Sell | LOMA NEGRA CORPsponsored ads | $13,999,000 | -1.8% | 2,211,509 | -4.6% | 1.27% | +22.1% |
| RYAAY | Sell | RYANAIR HOLDINGS PLCsponsored ads | $8,629,000 | -1.9% | 75,039 | -6.2% | 0.78% | +22.1% |
| LEAPU | Buy | RIBBIT LEAP LTDunit 99/99/9999 | $8,569,000 | -0.4% | 779,011 | +35.6% | 0.78% | +24.0% |
| WALDU | New | WALDENCAST ACQUISITION CORPunit 03/11/2026 | $8,092,000 | – | 810,000 | +100.0% | 0.74% | – |
| OKTA | New | OKTA INCcl a | $7,283,000 | – | 33,040 | +100.0% | 0.66% | – |
| GGB | GERDAU SAspon adr rep pfd | $4,331,000 | +14.4% | 810,964 | 0.0% | 0.39% | +42.2% | |
| LEAP | New | RIBBIT LEAP LTD | $3,711,000 | – | 337,325 | +100.0% | 0.34% | – |
| ITUB | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $2,383,000 | -18.6% | 480,446 | 0.0% | 0.22% | +1.4% | |
| AGCUU | ALTIMETER GROWTH CORPunit 99/99/9999 | $783,000 | -5.9% | 63,998 | 0.0% | 0.07% | +16.4% | |
| LEAPWS | New | RIBBIT LEAP LTD*w exp 09/09/202 | $202,000 | – | 67,465 | +100.0% | 0.02% | – |
| RWM | Exit | PROSHARES TRshrt russell2000 | $0 | – | -130,800 | -100.0% | -0.24% | – |
| BBD | Exit | BANCO BRADESCO SAsp adr pfd new | $0 | – | -895,818 | -100.0% | -0.34% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -160,510 | -100.0% | -2.12% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -533,614 | -100.0% | -5.60% | – |
| CZZ | Exit | COSAN LTD | $0 | – | -8,771,001 | -100.0% | -11.81% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-14
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.