$636 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 17 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 35.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPX | Buy | TEMPUR SEALY INTL INC | $109,617,522 | -19.7% | 5,129,505 | +4.9% | 17.25% | +8.2% |
| NTCO | Buy | NATURA &CO HOLDINGads | $88,436,379 | -46.0% | 16,974,353 | +13.2% | 13.92% | -27.2% |
| APPF | Buy | APPFOLIO INC | $76,746,352 | -11.3% | 846,716 | +10.8% | 12.08% | +19.5% |
| VALE | Buy | VALE SAsponsored ads | $75,649,258 | +0.7% | 5,170,831 | +37.6% | 11.90% | +35.7% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $73,400,162 | -36.9% | 1,360,522 | -29.7% | 11.55% | -15.0% |
| MELI | Buy | MERCADOLIBRE INC | $51,649,520 | -39.0% | 81,099 | +14.0% | 8.13% | -17.8% |
| AMZN | New | AMAZON COM INC | $42,151,563 | – | 396,870 | +100.0% | 6.63% | – |
| OKTA | Buy | OKTA INCcl a | $39,041,952 | -30.4% | 431,880 | +16.2% | 6.14% | -6.2% |
| XP | Buy | XP INCcl a | $34,538,050 | -14.7% | 1,923,054 | +42.9% | 5.44% | +14.9% |
| Buy | NU HOLDINGS LTD | $14,445,903 | +36.9% | 3,862,541 | +182.5% | 2.27% | +84.5% | |
| Buy | VTEX | $9,903,429 | -45.9% | 3,215,399 | +8.0% | 1.56% | -27.2% | |
| WALDU | WALDENCAST ACQUISITION CORPunit 03/11/2026 | $8,172,900 | -1.9% | 810,000 | 0.0% | 1.29% | +32.2% | |
| TEAM | New | ATLASSIAN CORP PLCcl a | $8,071,318 | – | 43,070 | +100.0% | 1.27% | – |
| GGB | GERDAU SAspon adr rep pfd | $3,479,036 | -33.3% | 810,964 | 0.0% | 0.55% | -10.2% | |
| RYAAY | Sell | RYANAIR HOLDINGS PLCsponsored ads | $196,303 | -74.5% | 2,919 | -66.9% | 0.03% | -65.6% |
| LEAPWS | RIBBIT LEAP LTD*w exp 09/09/202 | $19,091 | -56.9% | 86,778 | 0.0% | 0.00% | -40.0% | |
| LEAP | New | RIBBIT LEAP LTD | $99 | – | 10 | +100.0% | 0.00% | – |
| Exit | MELI KASZEK PIONEER CORPclass a ord | $0 | – | -229,303 | -100.0% | -0.28% | – | |
| LEAPU | Exit | RIBBIT LEAP LTDunit 99/99/9999 | $0 | – | -306,386 | -100.0% | -0.36% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -217,187 | -100.0% | -5.64% | – |
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.