DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2022 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2023-06-14

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Jun 14, 2023

Total Value: $707M (100.0% shares, 0.0% debt)

Holdings (15)

SGI TEMPUR SEALY INTL INC 19.1%

Value $135M Shares 4,568,928 Share Price $29.55 * Est. Cost/Share $25.47 Unrealized @ Report Date +1.7%

WALD WALDENCAST PLC 12.8%

Value $90.41M Shares 14,658,333 Share Price $6.17 * Est. Cost/Share $8.86 Unrealized @ Report Date 0.0%

— NATURA &CO HOLDING 12.4%

Value $88M Shares 16,974,353 Share Price $5.18 Est. Cost/Share $10.60 Unrealized @ Report Date —

APPF APPFOLIO INC 12.1%

Value $85.72M Shares 748,609 Share Price $114.50 * Est. Cost/Share $141.34 Unrealized @ Report Date -27.8%

VALE VALE SA 11.7%

Value $83.05M Shares 6,235,302 Share Price $13.32 Est. Cost/Share $13.06 Unrealized @ Report Date —

BUD ANHEUSER BUSCH INBEV SA/NV 10.8%

Value $76.27M Shares 1,632,239 Share Price $46.73 Est. Cost/Share $62.09 Unrealized @ Report Date —

MELI MERCADOLIBRE INC 5.0%

Value $35.03M Shares 42,322 Share Price $827.78 * Est. Cost/Share $683.36 Unrealized @ Report Date +25.8%

XP XP INC 4.4%

Value $31.24M Shares 1,643,112 Share Price $19.01 * Est. Cost/Share $34.35 Unrealized @ Report Date -42.2%

AMZN AMAZON COM INC 3.8%

Value $27.05M Shares 300,663 Share Price $89.98 * Est. Cost/Share $125.13 Unrealized @ Report Date +1.0%

OKTA OKTA INC 3.5%

Value $25.04M Shares 524,957 Share Price $47.70 * Est. Cost/Share $186.29 Unrealized @ Report Date -53.8%

VTEX VTEX 1.7%

Value $11.9M Shares 3,215,399 Share Price $3.70 Est. Cost/Share $8.51 Unrealized @ Report Date -56.0%

NU NU HOLDINGS LTD 1.1%

Value $7.486M Shares 1,701,368 Share Price $4.40 * Est. Cost/Share $6.75 Unrealized @ Report Date -32.0%

STVN STEVANATO GROUP SPA 0.7%

Value $4.939M Shares 341,794 Share Price $14.45 * Est. Cost/Share $16.69 Unrealized @ Report Date 0.0%

GGB GERDAU SA 0.5%

Value $3.666M Shares 810,964 Share Price $4.52 Est. Cost/Share $1.91 Unrealized @ Report Date —

WALDW WALDENCAST PLC 0.4%

Value $2.549M Shares 6,247,776 Share Price $0.41 Est. Cost/Share $0.41 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
SGI	TEMPUR SEALY INTL INC	4,568,928	$135M	19.1%	$29.55 *	$25.47	+1.7%	COM	88023U101
WALD	WALDENCAST PLC	14,658,333	$90.41M	12.8%	$6.17 *	$8.86	0.0%	CLASS A ORD SHS	G9503X103
—	NATURA &CO HOLDING	16,974,353	$88M	12.4%	$5.18	$10.60	—	ADS	63884N108
APPF	APPFOLIO INC	748,609	$85.72M	12.1%	$114.50 *	$141.34	-27.8%	COM CL A	03783C100
VALE	VALE SA	6,235,302	$83.05M	11.7%	$13.32	$13.06	—	SPONSORED ADS	91912E105
BUD	ANHEUSER BUSCH INBEV SA/NV	1,632,239	$76.27M	10.8%	$46.73	$62.09	—	SPONSORED ADR	03524A108
MELI	MERCADOLIBRE INC	42,322	$35.03M	5.0%	$827.78 *	$683.36	+25.8%	COM	58733R102
XP	XP INC	1,643,112	$31.24M	4.4%	$19.01 *	$34.35	-42.2%	CL A	G98239109
AMZN	AMAZON COM INC	300,663	$27.05M	3.8%	$89.98 *	$125.13	+1.0%	COM	023135106
OKTA	OKTA INC	524,957	$25.04M	3.5%	$47.70 *	$186.29	-53.8%	CL A	679295105
VTEX	VTEX	3,215,399	$11.9M	1.7%	$3.70	$8.51	-56.0%	SHS CL A	G9470A102
NU	NU HOLDINGS LTD	1,701,368	$7.486M	1.1%	$4.40 *	$6.75	-32.0%	ORD SHS CL A	G6683N103
STVN	STEVANATO GROUP SPA	341,794	$4.939M	0.7%	$14.45 *	$16.69	0.0%	ORD SHS	T9224W109
GGB	GERDAU SA	810,964	$3.666M	0.5%	$4.52	$1.91	—	SPON ADR REP PFD	373737105
WALDW	WALDENCAST PLC	6,247,776	$2.549M	0.4%	$0.41	$0.41	—	*W EXP 07/27/202	G9503X111