$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 150.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NTCO | Buy | NATURA &CO HOLDINGads | $167,562,111 | +96.1% | 24,040,475 | +46.9% | 19.98% | +96.3% |
VALE | New | VALE SAcall | $66,831,600 | – | 4,980,000 | +100.0% | 7.97% | – |
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% |
APH | New | AMPHENOL CORP NEWcl a | $16,991,444 | – | 200,017 | +100.0% | 2.03% | – |
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% | – |
SUZ | New | SUZANO S Aspon ads | $4,149,000 | – | 450,000 | +100.0% | 0.50% | – |
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.