$840 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 17 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MELI | Buy | MERCADOLIBRE INC | $217,992,625 | +229.6% | 165,389 | +111.6% | 25.96% | +191.2% |
| WALDENCAST PLC | $119,465,414 | -10.2% | 14,658,333 | 0.0% | 14.23% | -20.7% | ||
| Buy | NU HLDGS LTD | $114,533,821 | +140.3% | 24,061,727 | +105.4% | 13.64% | +112.3% | |
| NTCO | NATURA &CO HOLDINGads | $85,441,237 | +20.6% | 16,368,053 | 0.0% | 10.17% | +6.5% | |
| TPX | Sell | TEMPUR SEALY INTL INC | $46,703,362 | -64.5% | 1,182,663 | -69.2% | 5.56% | -68.7% |
| New | LINDE PLC | $43,571,828 | – | 122,586 | +100.0% | 5.19% | – | |
| APPF | Sell | APPFOLIO INC | $40,797,094 | -10.5% | 327,740 | -24.2% | 4.86% | -20.9% |
| VALE | Sell | VALE SAsponsored ads | $35,617,575 | -15.9% | 2,257,134 | -9.5% | 4.24% | -25.7% |
| AMZN | Sell | AMAZON COM INC | $33,364,942 | -16.9% | 323,022 | -32.4% | 3.97% | -26.6% |
| OKTA | Sell | OKTA INCcl a | $26,769,500 | -23.4% | 310,407 | -39.3% | 3.19% | -32.3% |
| DHR | New | DANAHER CORPORATION | $26,578,878 | – | 105,455 | +100.0% | 3.16% | – |
| Buy | VTEX | $25,787,132 | +113.9% | 6,715,399 | +108.9% | 3.07% | +89.0% | |
| Buy | STEVANATO GROUP SPA | $9,594,163 | +63.2% | 370,431 | +13.2% | 1.14% | +44.2% | |
| Sell | ATLASSIAN CORPORATIONcl a | $8,050,981 | +3.6% | 47,035 | -22.1% | 0.96% | -8.5% | |
| WALDENCAST PLC*w exp 07/27/202 | $3,748,666 | -3.2% | 6,247,776 | 0.0% | 0.45% | -14.6% | ||
| IWM | New | ISHARES TRrussell 2000 etf | $892,000 | – | 5,000 | +100.0% | 0.11% | – |
| RWM | New | PROSHARES TRshrt russell2000 | $862,920 | – | 36,000 | +100.0% | 0.10% | – |
| LIN | Exit | LINDE PLC | $0 | – | -35,350 | -100.0% | -1.55% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -1,473,002 | -100.0% | -11.92% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.