$1.21 Billion is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 22 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 14.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NTCO | Sell | NATURA &CO HLDG S Aads | $237,307,000 | +20.3% | 10,458,657 | -43.1% | 19.55% | +9.1% |
TPX | Buy | TEMPUR SEALY INTL INC | $202,571,000 | +20.6% | 5,168,939 | +12.5% | 16.68% | +9.4% |
VALE | Sell | VALE SAsponsored ads | $115,352,000 | -37.4% | 5,057,066 | -52.3% | 9.50% | -43.3% |
GOOG | Buy | ALPHABET INCcap stk cl c | $83,182,000 | +26.7% | 33,189 | +4.6% | 6.85% | +14.9% |
APPF | Buy | APPFOLIO INC | $80,474,000 | +21.1% | 569,932 | +21.2% | 6.63% | +9.7% |
MELI | Sell | MERCADOLIBRE INC | $78,287,000 | -39.3% | 50,255 | -42.6% | 6.45% | -45.0% |
DDOG | Buy | DATADOG INC | $76,669,000 | +48.6% | 736,635 | +19.0% | 6.32% | +34.7% |
XP | Sell | XP INCcl a | $61,925,000 | +2.5% | 1,421,939 | -11.3% | 5.10% | -7.1% |
BUD | Buy | ANHEUSER-BUSCH INBEV SA/NVsponsored adr | $61,489,000 | +22.4% | 853,896 | +6.8% | 5.06% | +11.0% |
FB | Buy | FACEBOOK INCcl a | $56,809,000 | +24.6% | 163,380 | +5.6% | 4.68% | +13.0% |
STNE | Buy | STONECO LTD | $43,970,000 | +81.6% | 655,681 | +65.8% | 3.62% | +64.6% |
OKTA | Buy | OKTA INCcl a | $25,669,000 | +252.5% | 104,910 | +217.5% | 2.11% | +219.3% |
SPOT | New | SPOTIFY TECHNOLOGY S A | $18,261,000 | – | 66,260 | +100.0% | 1.50% | – |
ITUB | Buy | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $14,484,000 | +507.8% | 2,409,911 | +401.6% | 1.19% | +449.8% |
LOMA | Sell | LOMA NEGRA CORPsponsored ads | $13,661,000 | -2.4% | 2,005,999 | -9.3% | 1.12% | -11.6% |
RYAAY | Buy | RYANAIR HOLDINGS PLCsponsored ads | $10,154,000 | +17.7% | 93,839 | +25.1% | 0.84% | +6.6% |
LEAPU | RIBBIT LEAP LTDunit 99/99/9999 | $8,655,000 | +1.0% | 779,011 | 0.0% | 0.71% | -8.5% | |
WALDU | WALDENCAST ACQUISITION CORPunit 03/11/2026 | $8,323,000 | +2.9% | 810,000 | 0.0% | 0.69% | -6.7% | |
TCVA | New | TCV ACQUISITION CORP | $7,197,000 | – | 726,237 | +100.0% | 0.59% | – |
GGB | GERDAU SAspon adr rep pfd | $4,785,000 | +10.5% | 810,964 | 0.0% | 0.39% | 0.0% | |
LEAP | Buy | RIBBIT LEAP LTD | $4,654,000 | +25.4% | 435,325 | +29.1% | 0.38% | +13.6% |
LEAPWS | Buy | RIBBIT LEAP LTD*w exp 09/09/202 | $195,000 | -3.5% | 87,065 | +29.1% | 0.02% | -11.1% |
AGCUU | Exit | ALTIMETER GROWTH CORPunit 99/99/9999 | $0 | – | -63,998 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-12
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.