DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$1.3B
Holdings
16
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTCOYNATURA &CO HLDG SA | 12,447,467 | $254.2M | 19.77% | |
| 2 | TPDTEMPUR SEALY INTL INC | 1,688,999 | $199.8M | 15.54% | |
| 3 | MLB1MERCADOLIBRE INC | 180,374 | $177.8M | 13.83% | |
| 4 | VALEVALE SA | 12,827,963 | $163.7M | 12.73% | |
| 5 | CSANCOSAN LTD | 6,009,040 | $90.5M | 7.04% | |
| 6 | BUDANHEUSER BUSCH INBEV SA/NV | 1,102,096 | $84.9M | 6.60% | |
| 7 | EAELECTRONIC ARTS INC | 375,314 | $77.4M | 6.02% | |
| 8 | DISDISNEY WALT CO | 272,330 | $49.2M | 3.83% | |
| 9 | RYAAYRYANAIR HOLDINGS PLC | 136,045 | $49.0M | 3.81% | |
| 10 | GOOGALPHABET INC | 22,814 | $48.9M | 3.80% | |
| 11 | RWMPROSHARES TR | 179,000 | $35.2M | 2.74% | |
| 12 | —GRUBHUB INC | 272,253 | $29.2M | 2.27% | |
| 13 | LOMALOMA NEGRA CORP | 2,546,480 | $10.8M | 0.84% | |
| 14 | XPXP INC | 227,344 | $9.6M | 0.74% | |
| 15 | BBDBANCO BRADESCO SA | 895,815 | $3.4M | 0.27% | |
| 16 | GGBGERDAU SA | 810,964 | $2.4M | 0.19% |