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 18.2% .

 Value Shares↓ Weighting
TPX SellTEMPUR SEALY INTL INC$239,418,000
+18.2%
4,959,985
-4.0%
23.93%
+43.4%
NTCO SellNATURA &CO HOLDING S Aads$167,464,000
-29.4%
10,083,257
-3.6%
16.74%
-14.4%
MELI SellMERCADOLIBRE INC$81,207,000
+3.7%
48,355
-3.8%
8.12%
+25.9%
VALE SellVALE SAsponsored ads$69,366,000
-39.9%
4,971,994
-1.7%
6.93%
-27.0%
GOOG SellALPHABET INCcap stk cl c$60,405,000
-27.4%
22,452
-32.4%
6.04%
-11.9%
XP SellXP INCcl a$34,752,000
-43.9%
865,117
-39.2%
3.47%
-31.9%
LOMA SellLOMA NEGRA C I A S A MTNsponsored adr$11,444,000
-16.2%
1,605,030
-20.0%
1.14%
+1.7%
RYAAY SellRYANAIR HOLDINGS PLCsponsored ads$9,653,000
-4.9%
85,139
-9.3%
0.96%
+15.4%
STNE SellSTONECO LTD$499,000
-98.9%
14,368
-97.8%
0.05%
-98.6%
SPOT ExitSPOTIFY TECHNOLOGY S A$0-66,260
-100.0%
-1.50%
DDOG ExitDATADOG 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
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.

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