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 33.3% .

 Value Shares↓ Weighting
NTCO SellNATURA &CO HOLDINGads$62,024,319
-63.0%
10,749,456
-55.3%
4.28%
-78.6%
SellLINDE PLC$39,978,474
-6.3%
107,368
-4.1%
2.76%
-45.8%
APPF SellAPPFOLIO INC$38,708,062
-9.6%
211,948
-14.8%
2.67%
-47.7%
DHR SellDANAHER CORPORATION$29,904,238
-0.8%
120,533
-4.0%
2.06%
-42.6%
AMZN SellAMAZON COM INC$24,930,267
-34.6%
196,116
-33.0%
1.72%
-62.2%
TPX SellTEMPUR SEALY INTL INC$21,550,074
-32.3%
497,233
-37.4%
1.49%
-60.8%
OKTA SellOKTA INCcl a$15,023,680
-18.9%
184,317
-31.0%
1.04%
-53.1%
SellATLASSIAN CORPORATIONcl a$13,126,765
+15.2%
65,142
-4.1%
0.91%
-33.3%
RWM ExitPROSHARES TRshrt russell2000$0-36,000
-100.0%
-0.10%
IWM ExitISHARES TRrussell 2000 etf$0-5,000
-100.0%
-0.11%
ExitSTEVANATO GROUP SPA$0-262,971
-100.0%
-1.02%
VALE ExitVALE 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
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