$742 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 15 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 26.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WALDENCAST PLC | $133,024,372 | +47.1% | 14,658,333 | 0.0% | 17.93% | +40.3% | ||
| TPX | Sell | TEMPUR SEALY INTL INC | $131,679,993 | -2.5% | 3,835,712 | -16.0% | 17.75% | -7.0% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $88,439,040 | +15.9% | 1,473,002 | -9.8% | 11.92% | +10.5% |
| NTCO | Sell | NATURA &CO HOLDINGads | $70,873,669 | -19.5% | 16,368,053 | -3.6% | 9.55% | -23.2% |
| MELI | Buy | MERCADOLIBRE INC | $66,135,348 | +88.8% | 78,152 | +84.7% | 8.91% | +80.0% |
| Buy | NU HLDGS LTD | $47,671,926 | +536.8% | 11,713,004 | +588.4% | 6.42% | +507.3% | |
| APPF | Sell | APPFOLIO INC | $45,589,301 | -46.8% | 432,618 | -42.2% | 6.14% | -49.3% |
| VALE | Sell | VALE SAsponsored ads | $42,341,949 | -49.0% | 2,495,106 | -60.0% | 5.71% | -51.4% |
| AMZN | Buy | AMAZON COM INC | $40,146,372 | +48.4% | 477,933 | +59.0% | 5.41% | +41.5% |
| OKTA | Sell | OKTA INCcl a | $34,951,273 | +39.6% | 511,507 | -2.6% | 4.71% | +33.1% |
| VTEX | $12,057,746 | +1.4% | 3,215,399 | 0.0% | 1.62% | -3.4% | ||
| LIN | New | LINDE PLC | $11,530,463 | – | 35,350 | +100.0% | 1.55% | – |
| New | ATLASSIAN CORPORATIONcl a | $7,773,559 | – | 60,410 | +100.0% | 1.05% | – | |
| Sell | STEVANATO GROUP SPA | $5,879,496 | +19.0% | 327,184 | -4.3% | 0.79% | +13.5% | |
| WALDENCAST PLC*w exp 07/27/202 | $3,873,621 | +52.0% | 6,247,776 | 0.0% | 0.52% | +45.0% | ||
| GGB | Exit | GERDAU SAspon adr rep pfd | $0 | – | -810,964 | -100.0% | -0.52% | – |
| XP | Exit | XP INCcl a | $0 | – | -1,643,112 | -100.0% | -4.42% | – |
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.