$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 150.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NTCO | Buy | NATURA &CO HLDG S Aads | $197,256,000 | -19.6% | 18,366,889 | +49.6% | 17.92% | -0.0% |
APPF | Buy | APPFOLIO INC | $66,476,000 | +50.1% | 470,094 | +91.1% | 6.04% | +86.8% |
DDOG | New | DATADOG INC | $51,604,000 | – | 619,200 | +100.0% | 4.69% | – |
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% |
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% | – |
LEAP | New | RIBBIT LEAP LTD | $3,711,000 | – | 337,325 | +100.0% | 0.34% | – |
LEAPWS | New | RIBBIT LEAP LTD*w exp 09/09/202 | $202,000 | – | 67,465 | +100.0% | 0.02% | – |
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.