DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$961.2M
Holdings
10
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLB1MERCADOLIBRE INC | 441,652 | $264.9M | 27.56% | |
| 2 | LINLINDE PLC | 687,492 | $171.5M | 17.84% | |
| 3 | AVPUSDAVON PRODS INC | 32,261,002 | $161.6M | 16.81% | |
| 4 | EAELECTRONIC ARTS INC | 824,934 | $103.9M | 10.81% | |
| 5 | TPDTEMPUR SEALY INTL INC | 929,345 | $92.4M | 9.61% | |
| 6 | CSANCOSAN LTD | 4,123,874 | $61.4M | 6.39% | |
| 7 | GTXGARRETT MOTION INC | 3,806,058 | $48.8M | 5.08% | |
| 8 | SIXEURSIX FLAGS ENTMT CORP | 701,340 | $45.9M | 4.77% | |
| 9 | LOMALOMA NEGRA CORP | 989,555 | $5.7M | 0.59% | |
| 10 | VALEVALE SA | 444,156 | $5.1M | 0.53% |