$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 33.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NTCO | Sell | NATURA &CO HOLDINGads | $62,024,319 | -63.0% | 10,749,456 | -55.3% | 4.28% | -78.6% |
Sell | LINDE PLC | $39,978,474 | -6.3% | 107,368 | -4.1% | 2.76% | -45.8% | |
APPF | Sell | APPFOLIO INC | $38,708,062 | -9.6% | 211,948 | -14.8% | 2.67% | -47.7% |
DHR | Sell | DANAHER CORPORATION | $29,904,238 | -0.8% | 120,533 | -4.0% | 2.06% | -42.6% |
AMZN | Sell | AMAZON COM INC | $24,930,267 | -34.6% | 196,116 | -33.0% | 1.72% | -62.2% |
TPX | Sell | TEMPUR SEALY INTL INC | $21,550,074 | -32.3% | 497,233 | -37.4% | 1.49% | -60.8% |
OKTA | Sell | OKTA INCcl a | $15,023,680 | -18.9% | 184,317 | -31.0% | 1.04% | -53.1% |
Sell | ATLASSIAN CORPORATIONcl a | $13,126,765 | +15.2% | 65,142 | -4.1% | 0.91% | -33.3% | |
RWM | Exit | PROSHARES TRshrt russell2000 | $0 | – | -36,000 | -100.0% | -0.10% | – |
IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -5,000 | -100.0% | -0.11% | – |
Exit | STEVANATO GROUP SPA | $0 | – | -262,971 | -100.0% | -1.02% | – | |
VALE | Exit | VALE SAcall | $0 | – | -4,980,000 | -100.0% | -7.97% | – |
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.