Dynamo Administracao de Recursos Ltda. - Q3 2019 holdings

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$278 Million is the total value of Dynamo Administracao de Recursos Ltda.'s 5 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 28.6% .

All
New
Buy
Sell
Exit
Unchanged
 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
-100.0%
-0.18%–
GLD ExitSPDR GOLD TRUST$0–-3,600
-100.0%
-0.20%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2019-11-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MERCADOLIBRE INC24Q3 202371.0%
VALE SA19Q3 202312.4%
NATURA &CO HOLDING SA15Q3 202383.9%
COSAN LTD13Q4 202031.2%
XP INC12Q3 202240.9%
ANHEUSER-BUSCH INBEV SA/NV12Q4 202242.3%
LOMA NEGRA CORP12Q4 20214.6%
GERDAU SA11Q3 20221.9%
VTEX9Q3 202311.4%
NU HLDGS LTD8Q3 202351.3%

View Dynamo Administracao de Recursos Ltda.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR/A2023-09-01
13F-HR/A2023-09-01
13F-HR2023-08-14
13F-HR/A2023-06-14
13F-HR/A2023-06-14
13F-HR/A2023-06-14
13F-HR/A2023-06-14
13F-HR2023-05-15

View Dynamo Administracao de Recursos Ltda.'s complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (278124000.0 != 278123000.0)

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