DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

CIK: 0001546790 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 17, 2026

Total Value ($000): $147,790 (100.0% shares, 0.0% debt)

Holdings (7)

New Positions (1)

EWZ ISHARES INC 0.9%

Value ($000) $1,341 Shares 1,957,200 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
EWZ	ISHARES INC	1,957,200	$1,341	0.9%	—	—	PUT	464286400

Exited Positions (1)

VALE VALE SA 2.7%

Value ($000) $3,995 Shares 367,864 Est. Cost $11.42 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VALE	VALE SA	367,864	$3,995	2.7%	$11.42	—	—	91912E105

Decreased Positions (5)

MELI MERCADO LIBRE INC 73.1%

Value ($000) $108,047 (-19.7%) Shares 53,641 (-6.8%) Est. Cost $1565.87 Unrealized +34.1%

EWZ ISHARES INC 11.5%

Value ($000) $17,042 (-30.6%) Shares 5,852,000 (-35.0%) Est. Cost — Unrealized —

Value ($000) $756 (-82.1%) Shares 201,070 (-79.1%) Est. Cost $5.76 Unrealized -28.8%

MELI MERCADO LIBRE INC 3.4%

Value ($000) $5,071 (+45.8%) Shares 26,900 (-2.2%) Est. Cost $1565.87 Unrealized +34.1%

NU NU HOLDINGS LTD 8.1%

Value ($000) $11,898 (+1.8%) Shares 710,777 (-2.6%) Est. Cost $5.26 Unrealized +205.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MELI	MERCADO LIBRE INC	53,641 (-6.8%)	$108,047 (-19.7%)	73.1%	$1565.87	+34.1%	COM	58733R102
EWZ	ISHARES INC	5,852,000 (-35.0%)	$17,042 (-30.6%)	11.5%	—	—	CALL	464286400
VTEX	VTEX	201,070 (-79.1%)	$756 (-82.1%)	0.5%	$5.76	-28.8%	SHS CL A	G9470A102
MELI	MERCADO LIBRE INC	26,900 (-2.2%)	$5,071 (+45.8%)	3.4%	$1565.87	+34.1%	PUT	58733R102
NU	NU HOLDINGS LTD	710,777 (-2.6%)	$11,898 (+1.8%)	8.1%	$5.26	+205.3%	ORD SHS CL A	G6683N103

Unchanged Positions (1)

SUZ SUZANO SA 2.5%

Value ($000) $3,635 Shares 389,234 Est. Cost $9.22 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SUZ	SUZANO SA	389,234	$3,635	2.5%	$9.22	—	SPON ADS	86959K105