$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 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
| New | NU HLDGS LTD | $12,929,000 | – | 1,378,374 | +100.0% | 1.34% | – |
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.