$139 Million is the total value of Dynamo Administracao de Recursos Ltda.'s 3 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MELI | Sell | MERCADOLIBRE INC | $98,911,000 | +6.0% | 290,518 | -7.0% | 71.04% | +3.4% |
| CZZ | Buy | COSAN LTD | $29,123,000 | +15.0% | 4,352,306 | +31.1% | 20.92% | +12.2% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $11,201,000 | -34.7% | 127,917 | -24.9% | 8.04% | -36.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MERCADOLIBRE INC | 24 | Q3 2023 | 71.0% |
| VALE SA | 19 | Q3 2023 | 12.4% |
| NATURA &CO HOLDING SA | 15 | Q3 2023 | 83.9% |
| COSAN LTD | 13 | Q4 2020 | 31.2% |
| XP INC | 12 | Q3 2022 | 40.9% |
| ANHEUSER-BUSCH INBEV SA/NV | 12 | Q4 2022 | 42.3% |
| LOMA NEGRA CORP | 12 | Q4 2021 | 4.6% |
| GERDAU SA | 11 | Q3 2022 | 1.9% |
| VTEX | 9 | Q3 2023 | 11.4% |
| NU HLDGS LTD | 8 | Q3 2023 | 51.3% |
View Dynamo Administracao de Recursos Ltda.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR/A | 2023-09-01 |
| 13F-HR/A | 2023-09-01 |
| 13F-HR | 2023-08-14 |
| 13F-HR/A | 2023-06-14 |
| 13F-HR/A | 2023-06-14 |
| 13F-HR/A | 2023-06-14 |
| 13F-HR/A | 2023-06-14 |
| 13F-HR | 2023-05-15 |
View Dynamo Administracao 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.