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 Share Price $626.87 * Est. Cost/Share $352.90 Unrealized @ Report Date +56.8%

— AVON PRODUCTS INC 20.1%

Value $205M Shares 31,878,494 Share Price $6.44 Est. Cost/Share $4.37 Unrealized @ Report Date —

— LINDE PLC 11.8%

Value $120M Shares 441,704 Share Price $272.54 Est. Cost/Share $156.04 Unrealized @ Report Date —

SGI TEMPUR SEALY INTL INC 11.6%

Value $118M Shares 1,059,731 Share Price $111.68 * Est. Cost/Share $15.94 Unrealized @ Report Date +31.1%

EA ELECTRONIC ARTS INC 10.6%

Value $109M Shares 788,034 Share Price $137.95 * Est. Cost/Share $91.54 Unrealized @ Report Date +5.4%

— COSAN LTD 8.0%

Value $81.25M Shares 3,557,197 Share Price $22.84 Est. Cost/Share $9.16 Unrealized @ Report Date —

GTX GARRET MOTION INC 3.4%

Value $34.28M Shares 3,411,228 Share Price $10.05 Est. Cost/Share $14.72 Unrealized @ Report Date -30.7%

— SIX FLAGS ENTERTAINMENT CORP 3.0%

Value $30.64M Shares 523,060 Share Price $58.58 Est. Cost/Share $53.50 Unrealized @ Report Date —

CARG CARGURUS INC 2.9%

Value $29.49M Shares 654,251 Share Price $45.07 * Est. Cost/Share $35.36 Unrealized @ Report Date 0.0%

LOMA LOMA NEGRA CORP 1.5%

Value $15.38M Shares 1,966,681 Share Price $7.82 Est. Cost/Share $6.78 Unrealized @ Report Date —

STNE STONECO LTD 0.8%

Value $8.406M Shares 210,734 Share Price $39.89 Est. Cost/Share $39.89 Unrealized @ Report Date —

VALE VALE AS 0.6%

Value $5.863M Shares 444,156 Share Price $13.20 Est. Cost/Share $13.06 Unrealized @ Report Date —

PRPL PURPLE INNOVATION INC 0.3%

Value $2.669M Shares 240,825 Share Price $11.08 * Est. Cost/Share $7.71 Unrealized @ Report Date 0.0%

XP XP INC 0.2%

Value $1.983M Shares 51,476 Share Price $38.52 * Est. Cost/Share $37.54 Unrealized @ Report Date 0.0%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MELI	MERCADOLIBRE INC	412,679	$259M	25.3%	$626.87 *	$352.90	+56.8%	COM	58733R102
—	AVON PRODUCTS INC	31,878,494	$205M	20.1%	$6.44	$4.37	—	COM	054303102
—	LINDE PLC	441,704	$120M	11.8%	$272.54	$156.04	—	SHS	G5494J103
SGI	TEMPUR SEALY INTL INC	1,059,731	$118M	11.6%	$111.68 *	$15.94	+31.1%	COM	88023U101
EA	ELECTRONIC ARTS INC	788,034	$109M	10.6%	$137.95 *	$91.54	+5.4%	COM	285512109
—	COSAN LTD	3,557,197	$81.25M	8.0%	$22.84	$9.16	—	SHS A	G25343107
GTX	GARRET MOTION INC	3,411,228	$34.28M	3.4%	$10.05	$14.72	-30.7%	COM	366505105
—	SIX FLAGS ENTERTAINMENT CORP	523,060	$30.64M	3.0%	$58.58	$53.50	—	COM	83001A102
CARG	CARGURUS INC	654,251	$29.49M	2.9%	$45.07 *	$35.36	0.0%	COM CL A	141788109
LOMA	LOMA NEGRA CORP	1,966,681	$15.38M	1.5%	$7.82	$6.78	—	SPONSORED ADS	54150E104
STNE	STONECO LTD	210,734	$8.406M	0.8%	$39.89	$39.89	—	COM CL A	G85158106
VALE	VALE AS	444,156	$5.863M	0.6%	$13.20	$13.06	—	SPONSORED ADS	91912E105
PRPL	PURPLE INNOVATION INC	240,825	$2.669M	0.3%	$11.08 *	$7.71	0.0%	COM	74640Y106
XP	XP INC	51,476	$1.983M	0.2%	$38.52 *	$37.54	0.0%	CL A	G98239109