DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$1.0B
Holdings
14
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLB1MERCADOLIBRE INC | 412,679 | $258.7M | 25.33% | |
| 2 | AVPUSDAVON PRODUCTS INC | 31,878,494 | $205.2M | 20.09% | |
| 3 | LINLINDE PLC | 441,704 | $120.4M | 11.79% | |
| 4 | TPDTEMPUR SEALY INTL INC | 1,059,731 | $118.3M | 11.59% | |
| 5 | EAELECTRONIC ARTS INC | 788,034 | $108.7M | 10.64% | |
| 6 | CSANCOSAN LTD | 3,557,197 | $81.2M | 7.95% | |
| 7 | GTXGARRET MOTION INC | 3,411,228 | $34.3M | 3.36% | |
| 8 | SIXEURSIX FLAGS ENTERTAINMENT CORP | 523,060 | $30.6M | 3.00% | |
| 9 | CARGCARGURUS INC | 654,251 | $29.5M | 2.89% | |
| 10 | LOMALOMA NEGRA CORP | 1,966,681 | $15.4M | 1.51% | |
| 11 | STNESTONECO LTD | 210,734 | $8.4M | 0.82% | |
| 12 | VALEVALE AS | 444,156 | $5.9M | 0.57% | |
| 13 | PRPLPURPLE INNOVATION INC | 240,825 | $2.7M | 0.26% | |
| 14 | XPXP INC | 51,476 | $2.0M | 0.19% |