ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Q4 2019 13F Filing | 13F Explorer
Creator: ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Published: 2020-11-16

Location: Leblon - Rio de Janeiro, Brazil

CIK: 0001832439 · Show all filings

Period: Q4 2019 (Next →)

Filing Date: Nov 16, 2020

Total Value: $276M (100.0% shares, 0.0% debt)

Holdings (6)

MELI MERCADOLIBRE INC 49.6%

Value $137M Shares 239,247 Est. Cost $553.43 Unrealized 0.0%

STNE STONECO LTD 16.7%

Value $46.09M Shares 1,155,474 Est. Cost $39.89 Unrealized —

— COSAN LTD 12.3%

Value $33.9M Shares 1,484,281 Est. Cost $22.84 Unrealized —

— AVON PRODS INC 11.1%

Value $30.55M Shares 5,416,244 Est. Cost $5.64 Unrealized —

VALE VALE S A 7.0%

Value $19.38M Shares 1,467,902 Est. Cost $13.20 Unrealized —

ARCO ARCOS DORADOS HOLDINGS INC 3.3%

Value $8.979M Shares 1,108,570 Est. Cost $6.58 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MELI	MERCADOLIBRE INC	239,247	$137M	49.6%	$553.43	0.0%	COM	58733R102
STNE	STONECO LTD	1,155,474	$46.09M	16.7%	$39.89	—	COM CL A	G85158106
—	COSAN LTD	1,484,281	$33.9M	12.3%	$22.84	—	SHS A	G25343107
—	AVON PRODS INC	5,416,244	$30.55M	11.1%	$5.64	—	COM	054303102
VALE	VALE S A	1,467,902	$19.38M	7.0%	$13.20	—	SPONSORED ADS	91912E105
ARCO	ARCOS DORADOS HOLDINGS INC	1,108,570	$8.979M	3.3%	$6.58	0.0%	SHS CLASS -A -	G0457F107