$1.45 Billion is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 27 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 128.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Buy | NU HLDGS LTD | $197,588,615 | +14.2% | 27,253,602 | +24.3% | 13.63% | -33.9% | |
| Buy | WALDENCAST PLC | $144,436,229 | +82.6% | 15,332,933 | +4.6% | 9.96% | +5.7% | |
| MELI | New | MERCADO LIBRE INC | $134,561,372 | – | 106,131 | +100.0% | 9.28% | – |
| QQQ | New | INVESCO QQQ TRput | $126,635,098 | – | 352,000 | +100.0% | 8.74% | – |
| VALE | Buy | VALE SAsponsored ads | $96,927,078 | +218.7% | 7,233,364 | +219.2% | 6.69% | +84.4% |
| IWM | New | ISHARES TRput | $94,925,532 | – | 535,000 | +100.0% | 6.55% | – |
| MELI | New | MERCADO LIBRE INCcall | $89,639,116 | – | 70,700 | +100.0% | 6.18% | – |
| RIO | New | RIO TINTO PLCput | $68,731,200 | – | 1,080,000 | +100.0% | 4.74% | – |
| SPY | New | SPDR S&P 500 ETF TRput | $68,575,312 | – | 160,000 | +100.0% | 4.73% | – |
| EZU | New | ISHARES INCput | $58,317,465 | – | 1,377,000 | +100.0% | 4.02% | – |
| Buy | VTEX | $33,125,228 | +115.6% | 6,611,822 | +106.6% | 2.28% | +24.7% | |
| APH | Buy | AMPHENOL CORP NEWcl a | $21,443,403 | +26.2% | 255,309 | +27.6% | 1.48% | -27.0% |
| New | GENERAL ELECTRIC CO | $20,700,267 | – | 187,248 | +100.0% | 1.43% | – | |
| RYAAY | Buy | RYANAIR HOLDINGS PLCsponsored ads | $13,955,662 | -2.5% | 143,562 | +10.9% | 0.96% | -43.6% |
| HEI | Buy | HEICO CORP NEW | $10,431,414 | +17.0% | 80,726 | +27.3% | 0.72% | -32.3% |
| DSGX | New | DESCARTES SYS GROUP INC | $2,693,046 | – | 36,700 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-11-17
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.