DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2025 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2026-02-17

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $148M (100.0% shares, 0.0% debt)

Holdings (7)

MELI MERCADO LIBRE INC 73.1%

Value $108M Shares 53,641 Est. Cost $1565.87 Unrealized +34.1%

EWZ ISHARES INC 11.5%

Value $17.04M Shares 5,852,000 Est. Cost — Unrealized —

NU NU HOLDINGS LTD 8.1%

Value $11.9M Shares 710,777 Est. Cost $5.26 Unrealized +205.3%

MELI MERCADO LIBRE INC 3.4%

Value $5.071M Shares 26,900 Est. Cost $1565.87 Unrealized +34.1%

SUZ SUZANO SA 2.5%

Value $3.635M Shares 389,234 Est. Cost $9.22 Unrealized —

EWZ ISHARES INC 0.9%

Value $1.341M Shares 1,957,200 Est. Cost — Unrealized —

VTEX VTEX 0.5%

Value $756K Shares 201,070 Est. Cost $5.76 Unrealized -28.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MELI	MERCADO LIBRE INC	53,641	$108M	73.1%	$1565.87	+34.1%	COM	58733R102
EWZ	ISHARES INC	5,852,000	$17.04M	11.5%	—	—	Call	464286400
NU	NU HOLDINGS LTD	710,777	$11.9M	8.1%	$5.26	+205.3%	ORD SHS CL A	G6683N103
MELI	MERCADO LIBRE INC	26,900	$5.071M	3.4%	$1565.87	+34.1%	Put	58733R102
SUZ	SUZANO SA	389,234	$3.635M	2.5%	$9.22	—	SPON ADS	86959K105
EWZ	ISHARES INC	1,957,200	$1.341M	0.9%	—	—	Put	464286400
VTEX	VTEX	201,070	$756K	0.5%	$5.76	-28.8%	SHS CL A	G9470A102