$839 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 22 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 41.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Sell | NU HLDGS LTD | $173,041,231 | +51.1% | 21,931,715 | -8.9% | 20.63% | +51.2% | |
| NTCO | Buy | NATURA &CO HOLDINGads | $167,562,111 | +96.1% | 24,040,475 | +46.9% | 19.98% | +96.3% |
| WALDENCAST PLC | $79,093,767 | -33.8% | 14,658,333 | 0.0% | 9.43% | -33.7% | ||
| VALE | New | VALE SAcall | $66,831,600 | – | 4,980,000 | +100.0% | 7.97% | – |
| APPF | Sell | APPFOLIO INC | $42,805,537 | +4.9% | 248,667 | -24.1% | 5.10% | +5.0% |
| Sell | LINDE PLC | $42,648,568 | -2.1% | 111,915 | -8.7% | 5.08% | -2.0% | |
| AMZN | Sell | AMAZON COM INC | $38,143,597 | +14.3% | 292,602 | -9.4% | 4.55% | +14.4% |
| TPX | Sell | TEMPUR SEALY INTL INC | $31,839,742 | -31.8% | 794,603 | -32.8% | 3.80% | -31.7% |
| VALE | Buy | VALE SAsponsored ads | $30,414,202 | -14.6% | 2,266,334 | +0.4% | 3.63% | -14.5% |
| DHR | Buy | DANAHER CORPORATION | $30,147,360 | +13.4% | 125,614 | +19.1% | 3.59% | +13.6% |
| WALDENCAST PLC*w exp 07/27/202 | $24,141,400 | +544.0% | 6,247,776 | 0.0% | 2.88% | +545.3% | ||
| OKTA | Sell | OKTA INCcl a | $18,532,886 | -30.8% | 267,237 | -13.9% | 2.21% | -30.7% |
| APH | New | AMPHENOL CORP NEWcl a | $16,991,444 | – | 200,017 | +100.0% | 2.03% | – |
| Sell | VTEX | $15,364,248 | -40.4% | 3,200,885 | -52.3% | 1.83% | -40.3% | |
| RYAAY | New | RYANAIR HOLDINGS PLCsponsored ads | $14,313,631 | – | 129,418 | +100.0% | 1.71% | – |
| New | NU HLDGS LTDcall | $12,261,060 | – | 1,554,000 | +100.0% | 1.46% | – | |
| Buy | ATLASSIAN CORPORATIONcl a | $11,393,796 | +41.5% | 67,897 | +44.4% | 1.36% | +41.6% | |
| HEI | New | HEICO CORP NEW | $8,914,462 | – | 63,403 | +100.0% | 1.06% | – |
| Sell | STEVANATO GROUP SPA | $8,515,001 | -11.2% | 262,971 | -29.0% | 1.02% | -11.1% | |
| SUZ | New | SUZANO S Aspon ads | $4,149,000 | – | 450,000 | +100.0% | 0.50% | – |
| IWM | ISHARES TRrussell 2000 etf | $936,350 | +5.0% | 5,000 | 0.0% | 0.11% | +5.7% | |
| RWM | PROSHARES TRshrt russell2000 | $821,880 | -4.8% | 36,000 | 0.0% | 0.10% | -4.9% | |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -165,389 | -100.0% | -25.96% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-09-01
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.