Dynamo Internacional Gestao De Recursos as of March 31, 2020
Portfolio Holdings for Dynamo Internacional Gestao De Recursos
Dynamo Internacional Gestao De Recursos holds 20 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Natura &co Hldg S A ads (NTCOY) | 18.2 | $140M | 12M | 12.23 | |
| Tempur-Pedic International (TPX) | 14.8 | $114M | 1.8M | 62.83 | |
| Electronic Arts (EA) | 12.1 | $93M | 647k | 143.88 | |
| Vale (VALE) | 10.4 | $80M | 8.0M | 10.00 | |
| MercadoLibre (MELI) | 9.8 | $75M | 154k | 488.58 | |
| Cosan Ltd shs a | 8.4 | $65M | 5.3M | 12.30 | |
| Alphabet Inc Class C cs (GOOG) | 4.0 | $30M | 18k | 1670.55 | |
| Linde | 3.8 | $29M | 118k | 248.51 | |
| Walt Disney Company (DIS) | 3.7 | $29M | 208k | 138.79 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.9 | $22M | 89k | 252.45 | |
| Proshares Tr Short Russell2000 (RWM) | 2.7 | $21M | 84k | 250.27 | |
| Anheuser-Busch InBev NV (BUD) | 2.7 | $21M | 329k | 63.44 | |
| iShares Russell 2000 Index (IWM) | 2.0 | $15M | 26k | 594.45 | |
| Stoneco (STNE) | 1.4 | $11M | 492k | 21.77 | |
| Loma Negra Compania Industrial Argentina Sa (LOMA) | 1.1 | $8.4M | 2.4M | 3.55 | |
| Garrett Motion (GTX) | 0.6 | $5.0M | 1.2M | 4.11 | |
| Banco Bradesco SA (BBD) | 0.4 | $3.3M | 814k | 4.06 | |
| Purple Innovatio (PRPL) | 0.3 | $2.7M | 325k | 8.17 | |
| Gerdau SA (GGB) | 0.2 | $1.8M | 957k | 1.91 | |
| Xp Inc cl a (XP) | 0.2 | $1.7M | 90k | 19.29 |
