DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

CIK: 0001546790 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 14, 2020

Total Value ($000): $1,021,321 (100.0% shares, 0.0% debt)

Holdings (14)

MELI MERCADOLIBRE INC 25.3%

Value ($000) $258,695 Shares 412,679 Est. Cost $352.90 Unrealized +56.8%

— AVON PRODUCTS INC 20.1%

Value ($000) $205,234 Shares 31,878,494 Est. Cost $4.37 Unrealized —

— LINDE PLC 11.8%

Value ($000) $120,382 Shares 441,704 Est. Cost $156.04 Unrealized —

SGI TEMPUR SEALY INTL INC 11.6%

Value ($000) $118,346 Shares 1,059,731 Est. Cost $15.94 Unrealized +31.1%

EA ELECTRONIC ARTS INC 10.6%

Value ($000) $108,708 Shares 788,034 Est. Cost $91.54 Unrealized +5.4%

— COSAN LTD 8.0%

Value ($000) $81,246 Shares 3,557,197 Est. Cost $9.16 Unrealized —

GTX GARRET MOTION INC 3.4%

Value ($000) $34,283 Shares 3,411,228 Est. Cost $14.72 Unrealized -30.7%

— SIX FLAGS ENTERTAINMENT CORP 3.0%

Value ($000) $30,639 Shares 523,060 Est. Cost $53.50 Unrealized —

CARG CARGURUS INC 2.9%

Value ($000) $29,488 Shares 654,251 Est. Cost $35.36 Unrealized 0.0%

LOMA LOMA NEGRA CORP 1.5%

Value ($000) $15,379 Shares 1,966,681 Est. Cost $6.78 Unrealized —

STNE STONECO LTD 0.8%

Value ($000) $8,406 Shares 210,734 Est. Cost $39.89 Unrealized —

VALE VALE AS 0.6%

Value ($000) $5,863 Shares 444,156 Est. Cost $13.06 Unrealized —

PRPL PURPLE INNOVATION INC 0.3%

Value ($000) $2,669 Shares 240,825 Est. Cost $7.71 Unrealized 0.0%

XP XP INC 0.2%

Value ($000) $1,983 Shares 51,476 Est. Cost $37.54 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MELI	MERCADOLIBRE INC	412,679	$258,695	25.3%	$352.90	+56.8%	COM	58733R102
—	AVON PRODUCTS INC	31,878,494	$205,234	20.1%	$4.37	—	COM	054303102
—	LINDE PLC	441,704	$120,382	11.8%	$156.04	—	SHS	G5494J103
SGI	TEMPUR SEALY INTL INC	1,059,731	$118,346	11.6%	$15.94	+31.1%	COM	88023U101
EA	ELECTRONIC ARTS INC	788,034	$108,708	10.6%	$91.54	+5.4%	COM	285512109
—	COSAN LTD	3,557,197	$81,246	8.0%	$9.16	—	SHS A	G25343107
GTX	GARRET MOTION INC	3,411,228	$34,283	3.4%	$14.72	-30.7%	COM	366505105
—	SIX FLAGS ENTERTAINMENT CORP	523,060	$30,639	3.0%	$53.50	—	COM	83001A102
CARG	CARGURUS INC	654,251	$29,488	2.9%	$35.36	0.0%	COM CL A	141788109
LOMA	LOMA NEGRA CORP	1,966,681	$15,379	1.5%	$6.78	—	SPONSORED ADS	54150E104
STNE	STONECO LTD	210,734	$8,406	0.8%	$39.89	—	COM CL A	G85158106
VALE	VALE AS	444,156	$5,863	0.6%	$13.06	—	SPONSORED ADS	91912E105
PRPL	PURPLE INNOVATION INC	240,825	$2,669	0.3%	$7.71	0.0%	COM	74640Y106
XP	XP INC	51,476	$1,983	0.2%	$37.54	0.0%	CL A	G98239109