| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DSGX | Exit | DESCARTES SYS GROUP INC | $0 | – | -36,700 | -100.0% | -0.19% | – |
| SUZ | Exit | SUZANO S Aspon ads | $0 | – | -450,000 | -100.0% | -0.33% | – |
| Exit | WALDENCAST PLC*w exp 07/27/202 | $0 | – | -6,247,776 | -100.0% | -0.39% | – | |
| HEI | Exit | HEICO CORP NEW | $0 | – | -80,726 | -100.0% | -0.72% | – |
| Exit | NU HLDGS LTDcall | $0 | – | -1,554,000 | -100.0% | -0.78% | – | |
| Exit | ATLASSIAN CORPORATIONcl a | $0 | – | -65,142 | -100.0% | -0.91% | – | |
| RYAAY | Exit | RYANAIR HOLDINGS PLCsponsored ads | $0 | – | -143,562 | -100.0% | -0.96% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -184,317 | -100.0% | -1.04% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -187,248 | -100.0% | -1.43% | – | |
| APH | Exit | AMPHENOL CORP NEWcl a | $0 | – | -255,309 | -100.0% | -1.48% | – |
| TPX | Exit | TEMPUR SEALY INTL INC | $0 | – | -497,233 | -100.0% | -1.49% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -196,116 | -100.0% | -1.72% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -120,533 | -100.0% | -2.06% | – |
| Exit | VTEX | $0 | – | -6,611,822 | -100.0% | -2.28% | – | |
| APPF | Exit | APPFOLIO INC | $0 | – | -211,948 | -100.0% | -2.67% | – |
| Exit | LINDE PLC | $0 | – | -107,368 | -100.0% | -2.76% | – | |
| EZU | Exit | ISHARES INCput | $0 | – | -1,377,000 | -100.0% | -4.02% | – |
| NTCO | Exit | NATURA &CO HOLDINGads | $0 | – | -10,749,456 | -100.0% | -4.28% | – |
| SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -160,000 | -100.0% | -4.73% | – |
| RIO | Exit | RIO TINTO PLCput | $0 | – | -1,080,000 | -100.0% | -4.74% | – |
| MELI | Exit | MERCADO LIBRE INCcall | $0 | – | -70,700 | -100.0% | -6.18% | – |
| IWM | Exit | ISHARES TRput | $0 | – | -535,000 | -100.0% | -6.55% | – |
| VALE | Exit | VALE SAsponsored ads | $0 | – | -7,233,364 | -100.0% | -6.69% | – |
| QQQ | Exit | INVESCO QQQ TRput | $0 | – | -352,000 | -100.0% | -8.74% | – |
| MELI | Exit | MERCADO LIBRE INC | $0 | – | -106,131 | -100.0% | -9.28% | – |
| Exit | WALDENCAST PLC | $0 | – | -15,332,933 | -100.0% | -9.96% | – | |
| Exit | NU HLDGS LTD | $0 | – | -27,253,602 | -100.0% | -13.63% | – |
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.