$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 | ||||||
---|---|---|---|---|---|---|---|---|
Sell | NU HLDGS LTD | $173,041,231 | +51.1% | 21,931,715 | -8.9% | 20.63% | +51.2% | |
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% |
OKTA | Sell | OKTA INCcl a | $18,532,886 | -30.8% | 267,237 | -13.9% | 2.21% | -30.7% |
Sell | VTEX | $15,364,248 | -40.4% | 3,200,885 | -52.3% | 1.83% | -40.3% | |
Sell | STEVANATO GROUP SPA | $8,515,001 | -11.2% | 262,971 | -29.0% | 1.02% | -11.1% | |
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.