19 is the total number of securities Dynamo Administracao de Recursos Ltda. has owned. The longest Dynamo Administracao de Recursos Ltda. has owned a single stock is 24 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| MELI | MERCADOLIBRE INC | 24 | 24 | 0.70% | 37.90% | 71.04% | Q4 2017 | Q3 2023 | 24 |
| VALE | VALE SA | 19 | 19 | 0.10% | 4.60% | 12.40% | Q1 2019 | Q3 2023 | 19 |
| NTCO | NATURA &CO HOLDING SA | 15 | 15 | 7.59% | 24.02% | 83.85% | Q1 2020 | Q3 2023 | 15 |
| CZZ | COSAN LTD | 13 | 13 | 13.97% | 20.80% | 31.16% | Q4 2017 | Q4 2020 | 13 |
| XP | XP INC | 12 | 12 | 13.14% | 21.62% | 40.87% | Q4 2019 | Q3 2022 | 12 |
| BUD | ANHEUSER-BUSCH INBEV S... | 6 | 6 | 2.59% | 17.18% | 42.28% | Q4 2017 | Q4 2022 | 12 |
| LOMA | LOMA NEGRA CORP | 12 | 12 | 0.17% | 2.35% | 4.63% | Q1 2019 | Q4 2021 | 12 |
| GGB | GERDAU SA | 11 | 11 | 0.39% | 1.22% | 1.89% | Q1 2020 | Q3 2022 | 11 |
| VTEX | 9 | 9 | 1.16% | 5.98% | 11.41% | Q3 2021 | Q3 2023 | 9 | |
| NU HLDGS LTD | 8 | 8 | 0.31% | 11.08% | 51.33% | Q4 2021 | Q3 2023 | 8 | |
| HPXU | HPX CORP | 8 | 8 | 0.11% | 0.19% | 0.26% | Q3 2020 | Q2 2022 | 8 |
| HPX | HPX CORP-A | 7 | 7 | 0.02% | 0.09% | 0.13% | Q1 2021 | Q3 2022 | 7 |
| ITUB | ITAU UNIBANCO HLDG SA | 6 | 6 | 0.91% | 5.85% | 15.59% | Q3 2020 | Q4 2021 | 6 |
| STNE | STONECO LTD | 4 | 2 | 0.20% | 5.04% | 14.09% | Q4 2019 | Q3 2021 | 6 |
| BBD | BANCO BRADESCO SA | 4 | 4 | 0.56% | 0.81% | 1.04% | Q1 2020 | Q4 2020 | 4 |
| AVP | AVON PRODUCTS INC | 3 | 3 | 11.97% | 16.12% | 18.44% | Q2 2019 | Q4 2019 | 3 |
| MELI KASZEK PIONEER CORP | 3 | 3 | 0.89% | 1.04% | 1.26% | Q3 2021 | Q1 2022 | 3 | |
| GLD | SPDR GOLD TRUST | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2019 | Q2 2019 | 1 |
| EWZ | ISHARES INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
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The securities at the top of the list , including MERCADOLIBRE INC, VALE SA, and NATURA &CO HOLDING SA, are the highest-conviction holdings of Dynamo Administracao de Recursos Ltda..
The conviction is calculated by counting the number of quarters a security has been reported by Dynamo Administracao de Recursos Ltda.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Dynamo Administracao de Recursos Ltda. owns currently or has owned in the past.