DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. - Q3 2023 holdings

$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 - .

 Value Shares↓ Weighting
MELI NewMERCADO LIBRE INC$134,561,372106,131
+100.0%
9.28%
QQQ NewINVESCO QQQ TRput$126,635,098352,000
+100.0%
8.74%
IWM NewISHARES TRput$94,925,532535,000
+100.0%
6.55%
MELI NewMERCADO LIBRE INCcall$89,639,11670,700
+100.0%
6.18%
RIO NewRIO TINTO PLCput$68,731,2001,080,000
+100.0%
4.74%
SPY NewSPDR S&P 500 ETF TRput$68,575,312160,000
+100.0%
4.73%
EZU NewISHARES INCput$58,317,4651,377,000
+100.0%
4.02%
NewGENERAL ELECTRIC CO$20,700,267187,248
+100.0%
1.43%
DSGX NewDESCARTES SYS GROUP INC$2,693,04636,700
+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
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. Q3 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 total value is incorrect (1449643293.0 != 1449643295.0)
  • The reported has been restated
  • The reported has been amended

Export DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s holdings