Dynamo Administracao de Recursos Ltda. - Q4 2019 holdings

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$549 Million is the total value of Dynamo Administracao de Recursos Ltda.'s 7 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 40.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
XP NewXP INCcl a$210,213,000–5,457,240
+100.0%
38.29%–
MELI SellMERCADOLIBRE INC$154,467,000
+2.7%
270,071
-1.1%
28.14%
-48.0%
CZZ SellCOSAN LTD$76,869,000
+40.0%
3,365,482
-8.7%
14.00%
-29.1%
AVP  AVON PRODUCTS INC$65,734,000
+28.2%
11,654,8380.0%11.97%
-35.1%
VALE  VALE ASsponsored ads$18,425,000
+14.8%
1,395,8100.0%3.36%
-41.9%
LOMA BuyLOMA NEGRA CORPsponsored ads$15,248,000
+180.9%
1,949,864
+106.6%
2.78%
+42.3%
STNE NewSTONECO LTD$8,060,000–202,048
+100.0%
1.47%–
Original filings

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

  • View 13F-HR filed 2020-02-14
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 (549017000.0 != 549016000.0)

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