$963 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 21 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 13.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPX | Sell | TEMPUR SEALY INTERNATIONAL I | $212,217,000 | -11.4% | 4,512,368 | -9.0% | 22.04% | -7.9% |
| NTCO | Buy | NATURA &CO HLDG S Aads | $131,557,000 | -21.4% | 14,191,741 | +40.7% | 13.66% | -18.4% |
| APPF | Buy | APPFOLIO INC | $96,127,000 | +14.3% | 794,047 | +13.8% | 9.98% | +18.8% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $82,969,000 | +14.4% | 1,370,254 | +8.2% | 8.62% | +18.8% |
| VALE | Buy | VALE S Asponsored ads | $80,087,000 | +15.5% | 5,712,368 | +14.9% | 8.32% | +20.0% |
| MELI | Buy | MERCADOLIBRE INC | $74,104,000 | -8.7% | 54,957 | +13.7% | 7.70% | -5.2% |
| FB | Sell | META PLATFORMS INCcl a | $61,299,000 | -1.2% | 182,247 | -0.3% | 6.37% | +2.6% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $61,049,000 | +1.1% | 21,098 | -6.0% | 6.34% | +5.0% |
| OKTA | Buy | OKTA INCcl a | $59,791,000 | +91.7% | 266,720 | +99.6% | 6.21% | +99.3% |
| XP | Buy | XP INCcl a | $32,652,000 | -6.0% | 1,136,103 | +31.3% | 3.39% | -2.4% |
| ITUB | Sell | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $19,492,000 | -47.5% | 5,197,823 | -26.2% | 2.02% | -45.4% |
| New | NU HLDGS LTD | $12,929,000 | – | 1,378,374 | +100.0% | 1.34% | – | |
| WALDU | WALDENCAST ACQUISITION CORPunit 03/11/2026 | $8,416,000 | +2.5% | 810,000 | 0.0% | 0.87% | +6.5% | |
| LEAPU | RIBBIT LEAP LTDunit 99/99/9999 | $7,743,000 | -4.4% | 779,011 | 0.0% | 0.80% | -0.7% | |
| TCVA | Sell | TCV ACQUISITION CORP | $6,686,000 | -5.6% | 678,067 | -6.6% | 0.69% | -2.0% |
| LEAP | RIBBIT LEAP LTD | $4,358,000 | -1.5% | 435,325 | 0.0% | 0.45% | +2.5% | |
| GGB | GERDAU SAspon adr rep pfd | $3,990,000 | 0.0% | 810,964 | 0.0% | 0.41% | +3.8% | |
| MELI KASZEK PIONEER CORPclass a ord | $2,656,000 | +4.6% | 229,732 | 0.0% | 0.28% | +8.7% | ||
| Sell | VTEX | $2,469,000 | -47.9% | 230,363 | -0.0% | 0.26% | -46.0% | |
| RYAAY | Sell | RYANAIR HOLDINGS PLCsponsored ads | $2,018,000 | -79.1% | 19,719 | -76.8% | 0.21% | -78.2% |
| LEAPWS | RIBBIT LEAP LTD*w exp 09/09/202 | $112,000 | -5.1% | 87,065 | 0.0% | 0.01% | 0.0% | |
| STNE | Exit | STONECO LTD | $0 | – | -14,368 | -100.0% | -0.05% | – |
| LOMA | Exit | LOMA NEGRA C I A S A MTNsponsored adr | $0 | – | -1,605,030 | -100.0% | -1.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
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.