DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2026 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2026-08-14

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $244M (100.0% shares, 0.0% debt)

Holdings (6)

New Positions (2)

GGB GERDAU SA 3.5%

Value $8.522M Shares 2,109,474 Est. Cost — Unrealized —

PBR PETROLEO BRASILEIRO SA 2.9%

Value $7.096M Shares 2,050,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GGB	GERDAU SA	2,109,474	$8.522M	3.5%	—	—	SPON ADR REP PFD	373737105
PBR	PETROLEO BRASILEIRO SA	2,050,000	$7.096M	2.9%	—	—	PUT	71654V408

Increased Positions (1)

NU NU HOLDINGS LTD 35.1%

Value $85.76M (+8.2%) Shares 6,419,224 (+16.4%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NU	NU HOLDINGS LTD	6,419,224 (+16.4%)	$85.76M (+8.2%)	35.1%	—	—	ORD SHS CL A	G6683N103

Exited Positions (1)

EWZ ISHARES INC 0.0%

Value $19,122 Shares 956,100 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
EWZ	ISHARES INC	956,100	$19,122	0.0%	—	—	PUT	464286400

Decreased Positions (3)

MELI MERCADO LIBRE INC 49.9%

Value $122M (-24.3%) Shares 71,814 (-22.9%) Est. Cost — Unrealized —

EWZ ISHARES INC 0.4%

Value $1.06M (-95.8%) Shares 1,000,000 (-74.7%) Est. Cost — Unrealized —

SUZ SUZANO SA 8.1%

Value $19.88M (-23.3%) Shares 2,561,542 (-1.1%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MELI	MERCADO LIBRE INC	71,814 (-22.9%)	$122M (-24.3%)	49.9%	—	—	COM	58733R102
EWZ	ISHARES INC	1,000,000 (-74.7%)	$1.06M (-95.8%)	0.4%	—	—	CALL	464286400
SUZ	SUZANO SA	2,561,542 (-1.1%)	$19.88M (-23.3%)	8.1%	—	—	SPON ADS	86959K105