$132 Million is the total value of Dynamo Administracao de Recursos Ltda.'s 6 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BUD | Sell | ANHEUSER-BUSCH INBEV SA/NVsponsored adr | $55,724,745 | -24.9% | 928,127 | -43.5% | 42.28% | +17.3% |
| MELI | Sell | MERCADOLIBRE INC | $43,009,302 | +1.9% | 50,824 | -0.3% | 32.63% | +59.1% |
| NTCO | NATURA &CO HLDG S Aads | $17,490,879 | -20.7% | 4,039,464 | 0.0% | 13.27% | +23.8% | |
| VTEX | $15,040,612 | +1.4% | 4,010,830 | 0.0% | 11.41% | +58.3% | ||
| Sell | NU HLDGS LTD | $413,447 | -95.6% | 101,584 | -95.2% | 0.31% | -93.0% | |
| VALE | Sell | VALE S Asponsored ads | $133,435 | -97.3% | 7,863 | -97.9% | 0.10% | -95.8% |
| HPX | Exit | HPX CORP-A | $0 | – | -189,400 | -100.0% | -0.02% | – |
| GGB | Exit | GERDAU SAspon adr rep pfd | $0 | – | -859,786 | -100.0% | -1.89% | – |
| XP | Exit | XP INCcl a | $0 | – | -1,808,906 | -100.0% | -16.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-06-14
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.