DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2019 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2020-02-14

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 14, 2020

Total Value: $1.021B (100.0% shares, 0.0% debt)

Holdings (14)

MELI MERCADOLIBRE INC 25.3%

Value $259M Shares 412,679 Est. Cost $352.90 Unrealized +56.8%

— AVON PRODUCTS INC 20.1%

Value $205M Shares 31,878,494 Est. Cost $4.37 Unrealized —

— LINDE PLC 11.8%

Value $120M Shares 441,704 Est. Cost $156.04 Unrealized —

SGI TEMPUR SEALY INTL INC 11.6%

Value $118M Shares 1,059,731 Est. Cost $15.94 Unrealized +31.1%

EA ELECTRONIC ARTS INC 10.6%

Value $109M Shares 788,034 Est. Cost $91.54 Unrealized +5.4%

— COSAN LTD 8.0%

Value $81.25M Shares 3,557,197 Est. Cost $9.16 Unrealized —

GTX GARRET MOTION INC 3.4%

Value $34.28M Shares 3,411,228 Est. Cost $14.72 Unrealized -30.7%

— SIX FLAGS ENTERTAINMENT CORP 3.0%

Value $30.64M Shares 523,060 Est. Cost $53.50 Unrealized —

CARG CARGURUS INC 2.9%

Value $29.49M Shares 654,251 Est. Cost $35.36 Unrealized 0.0%

LOMA LOMA NEGRA CORP 1.5%

Value $15.38M Shares 1,966,681 Est. Cost $6.78 Unrealized —

STNE STONECO LTD 0.8%

Value $8.406M Shares 210,734 Est. Cost $39.89 Unrealized —

VALE VALE AS 0.6%

Value $5.863M Shares 444,156 Est. Cost $13.06 Unrealized —

PRPL PURPLE INNOVATION INC 0.3%

Value $2.669M Shares 240,825 Est. Cost $7.71 Unrealized 0.0%

XP XP INC 0.2%

Value $1.983M Shares 51,476 Est. Cost $37.54 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MELI	MERCADOLIBRE INC	412,679	$259M	25.3%	$352.90	+56.8%	COM	58733R102
—	AVON PRODUCTS INC	31,878,494	$205M	20.1%	$4.37	—	COM	054303102
—	LINDE PLC	441,704	$120M	11.8%	$156.04	—	SHS	G5494J103
SGI	TEMPUR SEALY INTL INC	1,059,731	$118M	11.6%	$15.94	+31.1%	COM	88023U101
EA	ELECTRONIC ARTS INC	788,034	$109M	10.6%	$91.54	+5.4%	COM	285512109
—	COSAN LTD	3,557,197	$81.25M	8.0%	$9.16	—	SHS A	G25343107
GTX	GARRET MOTION INC	3,411,228	$34.28M	3.4%	$14.72	-30.7%	COM	366505105
—	SIX FLAGS ENTERTAINMENT CORP	523,060	$30.64M	3.0%	$53.50	—	COM	83001A102
CARG	CARGURUS INC	654,251	$29.49M	2.9%	$35.36	0.0%	COM CL A	141788109
LOMA	LOMA NEGRA CORP	1,966,681	$15.38M	1.5%	$6.78	—	SPONSORED ADS	54150E104
STNE	STONECO LTD	210,734	$8.406M	0.8%	$39.89	—	COM CL A	G85158106
VALE	VALE AS	444,156	$5.863M	0.6%	$13.06	—	SPONSORED ADS	91912E105
PRPL	PURPLE INNOVATION INC	240,825	$2.669M	0.3%	$7.71	0.0%	COM	74640Y106
XP	XP INC	51,476	$1.983M	0.2%	$37.54	0.0%	CL A	G98239109