DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. - Q3 2021 holdings

$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 40.0% .

 Value Shares↓ Weighting
APPF BuyAPPFOLIO INC$84,104,000
+4.5%
697,611
+22.4%
8.41%
+26.8%
BUD BuyANHEUSER BUSCH INBEV SA/NVsponsored adr$72,552,000
+18.0%
1,266,913
+48.4%
7.25%
+43.2%
FB BuyFACEBOOK INCcl a$62,063,000
+9.2%
182,749
+11.9%
6.20%
+32.6%
ITUB BuyITAU UNIBANCO HLDG S Aspon adr rep pfd$37,134,000
+156.4%
7,046,377
+192.4%
3.71%
+211.1%
OKTA BuyOKTA INCcl a$31,182,000
+21.5%
133,640
+27.4%
3.12%
+47.4%
NewVTEX$4,739,000230,389
+100.0%
0.47%
NewMELI KASZEK PIONEER CORPclass a ord$2,539,000229,732
+100.0%
0.25%
Original filings

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

  • View 13F-HR filed 2021-11-12
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. Q3 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

Export DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s holdings