DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$769.2M
Holdings
20
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTCOYNATURA &CO HOLDING-ADR | 11,461,604 | $140.2M | 18.22% | |
| 2 | TPDTEMPUR SEALY INTL INC | 1,815,008 | $114.0M | 14.83% | |
| 3 | EAELECTRONIC ARTS INC | 647,434 | $93.2M | 12.11% | |
| 4 | VALEVALE S A | 7,995,124 | $79.9M | 10.39% | |
| 5 | MLB1MERCADOLIBRE INC | 154,231 | $75.4M | 9.80% | |
| 6 | CSANCOSAN LTD | 5,251,050 | $64.6M | 8.40% | |
| 7 | GOOGALPHABET INC | 18,200 | $30.4M | 3.95% | |
| 8 | LINLINDE PLC | 118,154 | $29.4M | 3.82% | |
| 9 | DISDISNEYWALT CO | 207,500 | $28.8M | 3.74% | |
| 10 | ULTAULTA BEAUTY INC | 88,700 | $22.4M | 2.91% | |
| 11 | RWMPROSHARES SHORT RUSSELL2000 | 84,340 | $21.1M | 2.74% | |
| 12 | BUDANHEUSER-BUSCH INBEV SA/NV | 328,496 | $20.8M | 2.71% | |
| 13 | IWMISHARES TR | 25,844 | $15.4M | 2.00% | |
| 14 | STNESTONECO LTD | 492,117 | $10.7M | 1.39% | |
| 15 | LOMALOMA NEGRA CORP | 2,379,133 | $8.4M | 1.10% | |
| 16 | GTXGARRETT MOTION INC | 1,209,034 | $5.0M | 0.65% | |
| 17 | BBDBANCO BRADESCO S A | 814,383 | $3.3M | 0.43% | |
| 18 | PRPLPURPLE INNOVATION INC | 324,808 | $2.7M | 0.35% | |
| 19 | GGBGERDAU SA | 957,264 | $1.8M | 0.24% | |
| 20 | XPXP INC | 89,941 | $1.7M | 0.23% |