$1 Billion is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 22 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 18.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPX | Sell | TEMPUR SEALY INTL INC | $239,418,000 | +18.2% | 4,959,985 | -4.0% | 23.93% | +43.4% |
| NTCO | Sell | NATURA &CO HOLDING S Aads | $167,464,000 | -29.4% | 10,083,257 | -3.6% | 16.74% | -14.4% |
| APPF | Buy | APPFOLIO INC | $84,104,000 | +4.5% | 697,611 | +22.4% | 8.41% | +26.8% |
| MELI | Sell | MERCADOLIBRE INC | $81,207,000 | +3.7% | 48,355 | -3.8% | 8.12% | +25.9% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $72,552,000 | +18.0% | 1,266,913 | +48.4% | 7.25% | +43.2% |
| VALE | Sell | VALE SAsponsored ads | $69,366,000 | -39.9% | 4,971,994 | -1.7% | 6.93% | -27.0% |
| FB | Buy | FACEBOOK INCcl a | $62,063,000 | +9.2% | 182,749 | +11.9% | 6.20% | +32.6% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $60,405,000 | -27.4% | 22,452 | -32.4% | 6.04% | -11.9% |
| ITUB | Buy | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $37,134,000 | +156.4% | 7,046,377 | +192.4% | 3.71% | +211.1% |
| XP | Sell | XP INCcl a | $34,752,000 | -43.9% | 865,117 | -39.2% | 3.47% | -31.9% |
| OKTA | Buy | OKTA INCcl a | $31,182,000 | +21.5% | 133,640 | +27.4% | 3.12% | +47.4% |
| LOMA | Sell | LOMA NEGRA C I A S A MTNsponsored adr | $11,444,000 | -16.2% | 1,605,030 | -20.0% | 1.14% | +1.7% |
| RYAAY | Sell | RYANAIR HOLDINGS PLCsponsored ads | $9,653,000 | -4.9% | 85,139 | -9.3% | 0.96% | +15.4% |
| WALDU | WALDENCAST ACQUISITION CORPunit 03/11/2026 | $8,213,000 | -1.3% | 810,000 | 0.0% | 0.82% | +19.7% | |
| LEAPU | RIBBIT LEAP LTDunit 99/99/9999 | $8,102,000 | -6.4% | 779,011 | 0.0% | 0.81% | +13.6% | |
| TCVA | TCV ACQUISITION CORP | $7,081,000 | -1.6% | 726,237 | 0.0% | 0.71% | +19.4% | |
| New | VTEX | $4,739,000 | – | 230,389 | +100.0% | 0.47% | – | |
| LEAP | RIBBIT LEAP LTD | $4,423,000 | -5.0% | 435,325 | 0.0% | 0.44% | +15.4% | |
| GGB | GERDAU SAspon adr rep pfd | $3,990,000 | -16.6% | 810,964 | 0.0% | 0.40% | +1.3% | |
| New | MELI KASZEK PIONEER CORPclass a ord | $2,539,000 | – | 229,732 | +100.0% | 0.25% | – | |
| STNE | Sell | STONECO LTD | $499,000 | -98.9% | 14,368 | -97.8% | 0.05% | -98.6% |
| LEAPWS | RIBBIT LEAP LTD*w exp 09/09/202 | $118,000 | -39.5% | 87,065 | 0.0% | 0.01% | -25.0% | |
| SPOT | Exit | SPOTIFY TECHNOLOGY S A | $0 | – | -66,260 | -100.0% | -1.50% | – |
| DDOG | Exit | DATADOG INC | $0 | – | -736,635 | -100.0% | -6.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-12
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.