DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. - Q1 2021 holdings

$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 BuyNATURA &CO HLDG S Aads$197,256,000
-19.6%
18,366,889
+49.6%
17.92%
-0.0%
APPF BuyAPPFOLIO INC$66,476,000
+50.1%
470,094
+91.1%
6.04%
+86.8%
DDOG NewDATADOG INC$51,604,000619,200
+100.0%
4.69%
FB NewFACEBOOK INCcl a$45,576,000154,740
+100.0%
4.14%
STNE BuySTONECO LTD$24,210,000
+6.8%
395,459
+46.5%
2.20%
+32.9%
LEAPU BuyRIBBIT LEAP LTDunit 99/99/9999$8,569,000
-0.4%
779,011
+35.6%
0.78%
+24.0%
WALDU NewWALDENCAST ACQUISITION CORPunit 03/11/2026$8,092,000810,000
+100.0%
0.74%
OKTA NewOKTA INCcl a$7,283,00033,040
+100.0%
0.66%
LEAP NewRIBBIT LEAP LTD$3,711,000337,325
+100.0%
0.34%
LEAPWS NewRIBBIT LEAP LTD*w exp 09/09/202$202,00067,465
+100.0%
0.02%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-05-14
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. Q1 2021 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 (1100612000.0 != 1100614000.0)

Export DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s holdings