$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% |
MELI | Sell | MERCADOLIBRE INC | $81,207,000 | +3.7% | 48,355 | -3.8% | 8.12% | +25.9% |
VALE | Sell | VALE SAsponsored ads | $69,366,000 | -39.9% | 4,971,994 | -1.7% | 6.93% | -27.0% |
GOOG | Sell | ALPHABET INCcap stk cl c | $60,405,000 | -27.4% | 22,452 | -32.4% | 6.04% | -11.9% |
XP | Sell | XP INCcl a | $34,752,000 | -43.9% | 865,117 | -39.2% | 3.47% | -31.9% |
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% |
STNE | Sell | STONECO LTD | $499,000 | -98.9% | 14,368 | -97.8% | 0.05% | -98.6% |
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.