$445 Million is the total value of Dynamo Administracao de Recursos Ltda.'s 10 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MELI | Sell | MERCADOLIBRE INC | $141,245,000 | -23.0% | 130,482 | -29.9% | 31.77% | +15.7% |
| CZZ | Buy | COSAN LTD | $110,423,000 | +18.3% | 7,435,866 | +20.0% | 24.84% | +77.8% |
| XP | Sell | XP INCcl a | $71,086,000 | -74.0% | 1,705,087 | -73.8% | 15.99% | -60.9% |
| NTCO | NATURA &CO HLDG S Aads | $63,671,000 | +25.5% | 3,496,448 | 0.0% | 14.32% | +88.6% | |
| VALE | Sell | VALE S Asponsored ads | $35,453,000 | -28.7% | 3,350,939 | -30.6% | 7.98% | +7.1% |
| LOMA | Sell | LOMA NEGRA CORPsponsored ads | $11,396,000 | -0.7% | 2,643,960 | -1.9% | 2.56% | +49.1% |
| ITUB | New | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $4,058,000 | – | 1,019,554 | +100.0% | 0.91% | – |
| BBD | Buy | BANCO BRADESCO S Asp adr pfd new | $3,342,000 | -9.9% | 974,276 | +0.0% | 0.75% | +35.3% |
| GGB | Buy | GERDAU SAspon adr rep pfd | $3,263,000 | +25.0% | 881,986 | +0.0% | 0.73% | +87.7% |
| HPXU | New | HPX CORPunit 99/99/9999 | $612,000 | – | 60,000 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
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.