DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. - Q2 2023 holdings

$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 11.1% .

 Value Shares↓ Weighting
SellNU HLDGS LTD$173,041,231
+51.1%
21,931,715
-8.9%
20.63%
+51.2%
APPF SellAPPFOLIO INC$42,805,537
+4.9%
248,667
-24.1%
5.10%
+5.0%
SellLINDE PLC$42,648,568
-2.1%
111,915
-8.7%
5.08%
-2.0%
AMZN SellAMAZON COM INC$38,143,597
+14.3%
292,602
-9.4%
4.55%
+14.4%
TPX SellTEMPUR SEALY INTL INC$31,839,742
-31.8%
794,603
-32.8%
3.80%
-31.7%
OKTA SellOKTA INCcl a$18,532,886
-30.8%
267,237
-13.9%
2.21%
-30.7%
SellVTEX$15,364,248
-40.4%
3,200,885
-52.3%
1.83%
-40.3%
SellSTEVANATO GROUP SPA$8,515,001
-11.2%
262,971
-29.0%
1.02%
-11.1%
MELI ExitMERCADOLIBRE 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
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
TEMPUR SEALY INTL INC37Q3 202328.4%
ANHEUSER-BUSCH INBEV SA/NV37Q4 202224.7%
COSAN LTD31Q4 202011.8%
MERCADOLIBRE INC28Q3 202334.7%
COTY INC23Q4 201836.2%
VALE SA19Q3 202316.7%
GERDAU SA19Q3 20224.7%
NATURA &CO HOLDING S A15Q3 202320.8%
KRAFT HEINZ CO15Q1 201920.3%
SPECTRUM BRANDS HLDGS INC42445615Q3 201812.8%

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete holdings history.

Latest significant ownerships (13-D/G)
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2023 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Cosan Ltd.February 16, 20218,771,0016.9%
AVON PRODUCTS INCFebruary 14, 202031,878,4947.2%
Garrett Motion Inc.February 14, 20203,773,8455.0%
TEMPUR SEALY INTERNATIONAL, INC.February 14, 20192,723,1215.0%

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-14
SC 13G/A2024-02-14
SC 13D/A2023-12-01
13F-HR/A2023-11-17
13F-HR2023-11-14
SC 13D/A2023-09-21
13F-HR/A2023-09-01
13F-HR/A2023-09-01
13F-HR2023-08-14
13F-HR/A2023-06-14

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported has been restated
  • The reported has been amended

Export DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s holdings