$346 Million is the total value of Dynamo Administracao de Recursos Ltda.'s 9 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 57.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XP | Buy | XP INCcl a | $117,576,000 | -44.1% | 6,095,223 | +11.7% | 34.01% | -11.2% |
| MELI | Sell | MERCADOLIBRE INCsponsored ads | $69,295,000 | -55.1% | 141,832 | -47.5% | 20.04% | -28.8% |
| CZZ | Buy | COSAN LTD | $58,668,000 | -23.7% | 4,769,789 | +41.7% | 16.97% | +21.2% |
| VALE | Buy | VALE S Asponsored ads | $42,862,000 | +132.6% | 5,170,442 | +270.4% | 12.40% | +269.4% |
| NTCO | New | NATURA &CO HOLDING-ADRads | $34,404,000 | – | 3,496,448 | +100.0% | 9.95% | – |
| STNE | Buy | STONECO LTD | $9,735,000 | +20.8% | 447,186 | +121.3% | 2.82% | +91.8% |
| LOMA | Buy | LOMA NEGRA CORPsponsored ads | $7,923,000 | -48.0% | 2,231,891 | +14.5% | 2.29% | -17.5% |
| BBD | New | BANCO BRADESCO S Asp adr pfd | $3,596,000 | – | 885,617 | +100.0% | 1.04% | – |
| GGB | New | GERDAU SAspon adr rep pfd | $1,684,000 | – | 881,886 | +100.0% | 0.49% | – |
| AVP | Exit | AVON PRODUCTS INC | $0 | – | -11,654,838 | -100.0% | -11.97% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
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.