$856 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 17 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 19.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NTCO | Buy | NATURA &CO HOLDINGads | $163,754,245 | +24.5% | 14,995,810 | +5.7% | 19.12% | +39.9% |
| TPX | Buy | TEMPUR SEALY INTL INC | $136,473,686 | -35.7% | 4,888,026 | +8.3% | 15.94% | -27.7% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $116,298,983 | +40.2% | 1,936,380 | +41.3% | 13.58% | +57.6% |
| APPF | Sell | APPFOLIO INC | $86,513,174 | -10.0% | 764,183 | -3.8% | 10.10% | +1.2% |
| MELI | Buy | MERCADOLIBRE INC | $84,652,913 | +14.2% | 71,168 | +29.5% | 9.89% | +28.4% |
| VALE | Sell | VALE SAsponsored ads | $75,107,947 | -6.2% | 3,757,276 | -34.2% | 8.77% | +5.4% |
| OKTA | Buy | OKTA INCcl a | $56,084,659 | -6.2% | 371,520 | +39.3% | 6.55% | +5.5% |
| FB | Buy | META PLATFORMS INCcl a | $48,293,701 | -21.2% | 217,187 | +19.2% | 5.64% | -11.4% |
| XP | Buy | XP INCcl a | $40,495,125 | +24.0% | 1,345,353 | +18.4% | 4.73% | +39.4% |
| Buy | VTEX | $18,317,000 | +641.9% | 2,978,374 | +1192.9% | 2.14% | +735.5% | |
| Sell | NU HOLDINGS LTD | $10,553,780 | -18.4% | 1,367,070 | -0.8% | 1.23% | -8.3% | |
| WALDU | WALDENCAST ACQUISITION CORPunit 03/11/2026 | $8,334,900 | -1.0% | 810,000 | 0.0% | 0.97% | +11.3% | |
| GGB | GERDAU SAspon adr rep pfd | $5,214,499 | +30.7% | 810,964 | 0.0% | 0.61% | +47.1% | |
| LEAPU | Sell | RIBBIT LEAP LTDunit 99/99/9999 | $3,048,542 | -60.6% | 306,386 | -60.7% | 0.36% | -55.7% |
| Sell | MELI KASZEK PIONEER CORPclass a ord | $2,361,821 | -11.1% | 229,303 | -0.2% | 0.28% | 0.0% | |
| RYAAY | Sell | RYANAIR HOLDINGS PLCsponsored ads | $768,311 | -61.9% | 8,819 | -55.3% | 0.09% | -57.1% |
| LEAPWS | Sell | RIBBIT LEAP LTD*w exp 09/09/202 | $44,257 | -60.5% | 86,778 | -0.3% | 0.01% | -58.3% |
| LEAP | Exit | RIBBIT LEAP LTD | $0 | – | -435,325 | -100.0% | -0.45% | – |
| TCVA | Exit | TCV ACQUISITION CORP | $0 | – | -678,067 | -100.0% | -0.69% | – |
| ITUB | Exit | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $0 | – | -5,197,823 | -100.0% | -2.02% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -21,098 | -100.0% | -6.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-06-14
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.