Dynamo Administracao de Recursos Ltda. Activity Q4 2017-Q3 2023

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Q3 2023
 Value Shares↓ Weighting
BuyNU HLDGS LTD$30,909,034
+1107.6%
4,263,315
+1214.2%
51.33%
+573.4%
MELI BuyMERCADO LIBRE INC$3,300,292
+1307.1%
2,603
+1214.6%
5.48%
+684.1%
SellVTEX$2,589,203
+2.7%
516,807
-1.6%
4.30%
-42.7%
Q2 2023
 Value Shares↓ Weighting
NTCO NewNATURA &CO HLDG S Aads$28,155,064–4,039,464–83.85%–
NewNU HLDGS LTD$2,559,524–324,401–7.62%–
NewVTEX$2,521,651–525,344–7.51%–
MELI NewMERCADO LIBRE INC$234,550–198–0.70%–
VALE NewVALE S Asponsored ads$105,521–7,863–0.31%–
Q4 2022
 Value Shares↓ Weighting
HPX ExitHPX CORP-A$0–-189,400–-0.02%–
GGB ExitGERDAU SAspon adr rep pfd$0–-859,786–-1.89%–
VALE ExitVALE S Asponsored ads$0–-372,619–-2.41%–
ExitNU HLDGS LTD$0–-2,111,881–-4.51%–
ExitVTEX$0–-4,010,830–-7.21%–
NTCO ExitNATURA &CO HLDG S Aads$0–-4,039,464–-10.72%–
XP ExitXP INCcl a$0–-1,808,906–-16.71%–
MELI ExitMERCADOLIBRE INC$0–-50,989–-20.50%–
BUD ExitANHEUSER-BUSCH INBEV SA/NVsponsored adr$0–-1,642,288–-36.03%–
Q3 2022
 Value Shares↓ Weighting
BUD BuyANHEUSER-BUSCH INBEV SA/NVsponsored adr$74,165,726
+15.4%
1,642,288
+37.8%
36.03%
+26.7%
MELI SellMERCADOLIBRE INC$42,207,674
-34.6%
50,989
-49.6%
20.50%
-28.1%
XP SellXP INCcl a$34,387,303
-11.0%
1,808,906
-15.9%
16.71%
-2.2%
SellNU HLDGS LTD$9,292,276
-47.7%
2,111,881
-55.5%
4.51%
-42.5%
VALE BuyVALE S Asponsored ads$4,963,285
+66.2%
372,619
+82.6%
2.41%
+82.7%
HPX BuyHPX CORP-A$45,456
-84.8%
189,400
+531.3%
0.02%
-83.3%
HPXU ExitHPX CORPunit 99/99/9999$0–-60,000–-0.26%–
Q2 2022
 Value Shares↓ Weighting
MELI NewMERCADOLIBRE INC$64,490,730–101,262–28.52%–
BUD NewANHEUSER-BUSCH INBEV SA/NVsponsored adr$64,289,787–1,191,655–28.43%–
XP NewXP INCcl a$38,633,343–2,151,077–17.08%–
NTCO NewNATURA &CO HLDG S Aads$21,045,607–4,039,464–9.31%–
NewNU HLDGS LTD$17,756,428–4,747,708–7.85%–
NewVTEX$12,353,356–4,010,830–5.46%–
GGB NewGERDAU SAspon adr rep pfd$3,688,482–859,786–1.63%–
VALE NewVALE S Asponsored ads$2,985,529–204,069–1.32%–
HPXU NewHPX CORPunit 99/99/9999$599,400–60,000–0.26%–
HPX NewHPX CORP-A$299,400–30,000–0.13%–
Q4 2021
 Value Shares↓ Weighting
HPX ExitHPX CORP$0–-30,000–-0.10%–
STNE ExitSTONECO LTD$0–-17,345–-0.20%–
HPXU ExitHPX CORPunit 99/99/9999$0–-60,000–-0.20%–
ExitMELI KASZEK PIONEER CORPclass a ord$0–-270,268–-0.98%–
GGB ExitGERDAU SAspon adr rep pfd$0–-881,986–-1.42%–
ExitVTEX$0–-269,694–-1.81%–
VALE ExitVALE SAsponsored ads$0–-1,009,720–-4.60%–
LOMA ExitLOMA NEGRA C I A S A MTNsponsored ads$0–-1,987,790–-4.63%–
BUD ExitANHEUSER BUSCH INBEV SA/NVsponsored adr$0–-360,784–-6.65%–
XP ExitXP INCcl a$0–-1,000,628–-13.14%–
ITUB ExitITAU UNIBANCO HLDG S Aspon adr rep pfd$0–-9,045,623–-15.59%–
NTCO ExitNATURA &CO HLDG S Aads$0–-3,412,456–-18.58%–
MELI ExitMERCADOLIBRE INC$0–-58,475–-32.11%–
Q3 2021
 Value Shares↓ Weighting
MELI BuyMERCADOLIBRE INC$98,203,000
+7.9%
58,475
+0.1%
32.11%
+28.0%
ITUB BuyITAU UNIBANCO HLDG S Aspon adr rep pfd$47,670,000
+135.4%
9,045,623
+168.5%
15.59%
+179.4%
XP SellXP INCcl a$40,195,000
-45.5%
1,000,628
-40.9%
13.14%
-35.3%
BUD NewANHEUSER BUSCH INBEV SA/NVsponsored adr$20,341,000–360,784–6.65%–
LOMA SellLOMA NEGRA C I A S A MTNsponsored ads$14,173,000
-12.7%
1,987,790
-16.6%
4.63%
+3.6%
VALE SellVALE SAsponsored ads$14,086,000
-47.9%
1,009,720
-14.7%
4.60%
-38.1%
NewVTEX$5,548,000–269,694–1.81%–
NewMELI KASZEK PIONEER CORPclass a ord$2,986,000–270,268–0.98%–
STNE SellSTONECO LTD$602,000
-98.8%
17,345
-97.7%
0.20%
-98.6%
Q2 2021
 Value Shares↓ Weighting
MELI NewMERCADOLIBRE INC$91,009,000–58,422–25.08%–
NTCO NewNATURA &CO HLDG S Aads$77,429,000–3,412,456–21.33%–
XP NewXP INCcl a$73,745,000–1,693,340–20.32%–
STNE NewSTONECO LTD$51,150,000–762,757–14.09%–
VALE NewVALE SAsponsored ads$27,015,000–1,184,359–7.44%–
ITUB NewITAU UNIBANCO HLDG S Aspon adr rep pfd$20,248,000–3,368,989–5.58%–
LOMA NewLOMA NEGRA CORPsponsored ads$16,229,000–2,383,072–4.47%–
GGB NewGERDAU SAspon adr rep pfd$5,204,000–881,986–1.43%–
HPXU NewHPX CORPunit 99/99/9999$618,000–60,000–0.17%–
HPX NewHPX CORP$296,000–30,000–0.08%–
Q4 2020
 Value Shares↓ Weighting
HPXU ExitHPX CORPunit 99/99/9999$0–-60,000–-0.14%–
GGB ExitGERDAU SAspon adr rep pfd$0–-881,986–-0.73%–
BBD ExitBANCO BRADESCO S Asp adr pfd new$0–-974,276–-0.75%–
ITUB ExitITAU UNIBANCO HLDG S Aspon adr rep pfd$0–-1,019,554–-0.91%–
LOMA ExitLOMA NEGRA CORPsponsored ads$0–-2,643,960–-2.56%–
VALE ExitVALE S Asponsored ads$0–-3,350,939–-7.98%–
NTCO ExitNATURA &CO HLDG S Aads$0–-3,496,448–-14.32%–
XP ExitXP INCcl a$0–-1,705,087–-15.99%–
CZZ ExitCOSAN LTD$0–-7,435,866–-24.84%–
MELI ExitMERCADOLIBRE INC$0–-130,482–-31.77%–
Q3 2020
 Value Shares↓ Weighting
MELI SellMERCADOLIBRE INC$141,245,000
-23.0%
130,482
-29.9%
31.77%
+15.7%
CZZ BuyCOSAN LTD$110,423,000
+18.3%
7,435,866
+20.0%
24.84%
+77.8%
XP SellXP INCcl a$71,086,000
-74.0%
1,705,087
-73.8%
15.99%
-60.9%
VALE SellVALE S Asponsored ads$35,453,000
-28.7%
3,350,939
-30.6%
7.98%
+7.1%
LOMA SellLOMA NEGRA CORPsponsored ads$11,396,000
-0.7%
2,643,960
-1.9%
2.56%
+49.1%
ITUB NewITAU UNIBANCO HLDG S Aspon adr rep pfd$4,058,000–1,019,554–0.91%–
BBD BuyBANCO BRADESCO S Asp adr pfd new$3,342,000
-9.9%
974,276
+0.0%
0.75%
+35.3%
GGB BuyGERDAU SAspon adr rep pfd$3,263,000
+25.0%
881,986
+0.0%
0.73%
+87.7%
HPXU NewHPX CORPunit 99/99/9999$612,000–60,000–0.14%–
Q2 2020
 Value Shares↓ Weighting
XP NewXP INCcl a$273,008,000–6,498,714–40.87%–
MELI NewMERCADOLIBRE INC$183,420,000–186,074–27.46%–
CZZ NewCOSAN LTD$93,327,000–6,197,254–13.97%–
NTCO NewNATURA &CO HLDG SAads$50,731,000–3,496,448–7.59%–
VALE NewVALE SAsponsored ads$49,755,000–4,826,160–7.45%–
LOMA NewLOMA NEGRA CORPsponsored ads$11,482,000–2,695,502–1.72%–
BBD NewBANCO BRADESCO SA$3,711,000–974,175–0.56%–
GGB NewGERDAU SAspon adr rep pfd$2,610,000–881,886–0.39%–
Q4 2019
 Value Shares↓ Weighting
LOMA ExitLOMA NEGRA CORPsponsored ads$0–-943,938–-1.95%–
VALE ExitVALE SAsponsored ads$0–-1,395,810–-5.77%–
AVP ExitAVON PRODS INC$0–-11,654,838–-18.44%–
CZZ ExitCOSAN LTD$0–-3,685,059–-19.74%–
MELI ExitMERCADOLIBRE INC$0–-272,944–-54.10%–
Q3 2019
 Value Shares↓ Weighting
MELI BuyMERCADOLIBRE INC$150,455,000
+17.8%
272,944
+30.7%
54.10%
+0.4%
CZZ SellCOSAN LTD$54,907,000
+5.7%
3,685,059
-5.2%
19.74%
-9.9%
AVP BuyAVON PRODS INC$51,281,000
+20.5%
11,654,838
+6.3%
18.44%
+2.7%
VALE BuyVALE SAsponsored ads$16,052,000
+20.8%
1,395,810
+41.1%
5.77%
+3.0%
LOMA BuyLOMA NEGRA CORPsponsored ads$5,428,000
+673.2%
943,938
+1473.2%
1.95%
+559.5%
EWZ ExitISHARES INCmsci brazil etf$0–-10,000–-0.18%–
GLD ExitSPDR GOLD TRUST$0–-3,600–-0.20%–
Q2 2019
 Value Shares↓ Weighting
MELI NewMERCADOLIBRE INC$127,722,000–208,773–53.86%–
CZZ NewCOSAN LTD$51,938,000–3,887,552–21.90%–
AVP NewAVON PRODS INC$42,551,000–10,966,697–17.94%–
VALE NewVALE S.A.sponsored ads$13,292,000–988,973–5.61%–
LOMA NewLOMA NEGRA CORPsponsored ads$702,000–60,000–0.30%–
GLD NewSPDR GOLD TRUST$480,000–3,600–0.20%–
EWZ NewISHARES INCmsci brazil etf$437,000–10,000–0.18%–
Q4 2018
 Value Shares↓ Weighting
BUD ExitANHEUSER BUSCH INBEV SA/NVsponsored adr$0–-127,917–-8.04%–
CZZ ExitCOSAN LTD$0–-4,352,306–-20.92%–
MELI ExitMERCADOLIBRE INC$0–-290,518–-71.04%–
Q3 2018
 Value Shares↓ Weighting
MELI SellMERCADOLIBRE INC$98,911,000
+6.0%
290,518
-7.0%
71.04%
+3.4%
CZZ BuyCOSAN LTD$29,123,000
+15.0%
4,352,306
+31.1%
20.92%
+12.2%
BUD SellANHEUSER BUSCH INBEV SA/NVsponsored adr$11,201,000
-34.7%
127,917
-24.9%
8.04%
-36.3%
Q2 2018
 Value Shares↓ Weighting
MELI NewMERCADOLIBRE INC$93,336,000–312,242–68.72%–
CZZ NewCOSAN LTD$25,321,000–3,318,749–18.64%–
BUD NewANHEUSER BUSCH INBEV SA/NVsponsored adr$17,161,000–170,322–12.64%–

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