Dynamo Administracao de Recursos

Latest statistics and disclosures from Dynamo Administracao de Recursos's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MELI, CZZ, XP, NTCO, VALE, and represent 94.90% of Dynamo Administracao de Recursos's stock portfolio.
  • Added to shares of these 5 stocks: CZZ (+$18M), ITUB, Hpx Corp, GGB, BBD.
  • Started 2 new stock positions in ITUB, Hpx Corp.
  • Reduced shares in these 4 stocks: XP (-$200M), MELI (-$60M), VALE (-$16M), LOMA.
  • Dynamo Administracao de Recursos was a net seller of stock by $-253M.
  • Dynamo Administracao de Recursos has $445M in assets under management (AUM), dropping by -33.46%.

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Portfolio Holdings for Dynamo Administracao de Recursos

Companies in the Dynamo Administracao de Recursos portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
MercadoLibre (MELI) 31.8 $141M -29% 131k 1082.49
Cosan Shs A (CZZ) 24.8 $110M +19% 7.4M 14.85
XP Cl A (XP) 16.0 $71M -73% 1.7M 41.69
Natura &co Hldg S A Ads (NTCO) 14.3 $64M 3.5M 18.21
Vale S A Sponsored Ads (VALE) 8.0 $36M -30% 3.4M 10.58
Loma Negra Corp Sponsored Ads (LOMA) 2.6 $11M 2.6M 4.31
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.9 $4.1M NEW 1.0M 3.98
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.8 $3.3M 974k 3.43
Gerdau Sa Spon Adr Rep Pfd (GGB) 0.7 $3.3M 882k 3.70
Hpx Corp Unit 99/99/9999 0.1 $612k NEW 60k 10.20

Past Filings by Dynamo Administracao de Recursos

SEC 13F filings are viewable for Dynamo Administracao de Recursos going back to 2017