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Disclosery

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

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13F filer, CIK 1546790, RIO DE JANEIRO, Brazil

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. reported $244,213,319 across 6 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000947871-26-000792

Period
2026-06-30
Reported value
$244M
Holdings
6
Top 10 weight
100%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUadded+902,099$12.1M
GGBnew+2,109,474$8.52M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MELIreduced-21,370-$36.3M
SUZreduced-27,692-$215K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000947871-26-000792, largest first. % of portfolio is the value over $236,057,039, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,071 shares; 2024Q4: 76,684 shares; 2025Q1: 80,816 shares; 2025Q2: 78,217 shares; 2025Q3: 57,551 shares; 2025Q4: 53,641 shares; 2026Q1: 93,184 shares; 2026Q2: 71,814 shares 71,814$122M51.64%-21,370Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,038,393 shares; 2024Q4: 9,409,225 shares; 2025Q1: 9,118,415 shares; 2025Q2: 2,757,015 shares; 2025Q3: 729,715 shares; 2025Q4: 710,777 shares; 2026Q1: 5,517,125 shares; 2026Q2: 6,419,224 shares 6,419,224$85.8M36.33%+902,099Timeline
SUZSUZANO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450,000 shares; 2024Q4: 402,119 shares; 2025Q1: 389,234 shares; 2025Q2: 389,234 shares; 2025Q3: 389,234 shares; 2025Q4: 389,234 shares; 2026Q1: 2,589,234 shares; 2026Q2: 2,561,542 shares 2,561,542$19.9M8.42%-27,692Timeline
GGBGERDAU SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,109,474 shares 2,109,474$8.52M3.61%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
PBRPETROLEO BRASILEIRO S A SPONSORED ADRput2,050,000$7.1Mnew
EWZISHARES INC MSCI BRAZIL ETFcall1,000,000$1.06M-2,951,900

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
EWZISHARES INC956,100$19.1Kput

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000947871-26-000792 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0000947871-26-000792 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0000947871-26-000554 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0000947871-26-000184 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0000947871-25-001018 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0000947871-25-000776 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR/A 0000947871-25-000576 Quarter ended 2024-09-302025-05-30acceptance time not in the bulk data set
13F-HR/A 0000947871-25-000574 Quarter ended 2024-03-312025-05-30acceptance time not in the bulk data set
13F-HR/A 0000947871-25-000575 Quarter ended 2024-06-302025-05-30acceptance time not in the bulk data set
13F-HR/A 0000947871-25-000577 Quarter ended 2024-12-312025-05-30acceptance time not in the bulk data set
13F-HR 0000947871-25-000532 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0000947871-25-000172 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0000947871-24-000900 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0000947871-24-000692 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0000947871-24-000483 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0000947871-24-000138 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR/A 0000947871-23-001090 Quarter ended 2023-09-302023-11-17acceptance time not in the bulk data set
13F-HR 0000947871-23-001069 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR/A 0000947871-23-000919 Quarter ended 2023-06-302023-09-01acceptance time not in the bulk data set
13F-HR/A 0000947871-23-000918 Quarter ended 2023-06-302023-09-01acceptance time not in the bulk data set
13F-HR 0000947871-23-000860 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR/A 0000947871-23-000677 Quarter ended 2022-06-302023-06-14acceptance time not in the bulk data set
13F-HR/A 0000947871-23-000678 Quarter ended 2022-09-302023-06-14acceptance time not in the bulk data set
13F-HR/A 0000947871-23-000679 Quarter ended 2022-12-312023-06-14acceptance time not in the bulk data set
13F-HR/A 0000947871-23-000676 Quarter ended 2022-03-312023-06-14acceptance time not in the bulk data set
13F-HR 0000947871-23-000579 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0000947871-23-000175 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0000947871-22-001168 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0000947871-22-000898 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0000947871-22-000593 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0000947871-22-000190 Quarter ended 2021-12-312022-02-11acceptance time not in the bulk data set
13F-HR 0000947871-21-001159 Quarter ended 2021-09-302021-11-12acceptance time not in the bulk data set
13F-HR 0000947871-21-000901 Quarter ended 2021-06-302021-08-12acceptance time not in the bulk data set
13F-HR 0000947871-21-000538 Quarter ended 2021-03-312021-05-14acceptance time not in the bulk data set
13F-HR 0000947871-21-000196 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0000947871-20-000867 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0000947871-20-000681 Quarter ended 2020-06-302020-08-14acceptance time not in the bulk data set
13F-HR 0000947871-20-000478 Quarter ended 2020-03-312020-05-15acceptance time not in the bulk data set
13F-HR 0000947871-20-000115 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set
13F-HR 0000947871-19-000819 Quarter ended 2019-09-302019-11-14acceptance time not in the bulk data set
13F-HR 0000947871-19-000583 Quarter ended 2019-06-302019-08-14acceptance time not in the bulk data set
13F-HR 0000947871-19-000371 Quarter ended 2019-03-312019-05-14acceptance time not in the bulk data set
13F-HR 0000947871-19-000104 Quarter ended 2018-12-312019-02-14acceptance time not in the bulk data set
13F-HR 0000947871-18-000893 Quarter ended 2018-09-302018-11-13acceptance time not in the bulk data set
13F-HR 0000947871-18-000657 Quarter ended 2018-06-302018-08-14acceptance time not in the bulk data set
13F-HR 0000947871-18-000410 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0000947871-18-000139 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set
13F-HR 0000947871-17-000916 Quarter ended 2017-09-302017-11-14acceptance time not in the bulk data set
13F-HR 0000947871-17-000640 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0000947871-17-000369 Quarter ended 2017-03-312017-05-15acceptance time not in the bulk data set
13F-HR 0000947871-17-000066 Quarter ended 2016-12-312017-01-26acceptance time not in the bulk data set
13F-HR 0000947871-16-001638 Quarter ended 2016-09-302016-11-08acceptance time not in the bulk data set
13F-HR 0000947871-16-001395 Quarter ended 2016-06-302016-08-05acceptance time not in the bulk data set
13F-HR 0000947871-16-001175 Quarter ended 2016-03-312016-05-13acceptance time not in the bulk data set
13F-HR 0000947871-16-000938 Quarter ended 2015-12-312016-01-29acceptance time not in the bulk data set
13F-HR 0000947871-15-000807 Quarter ended 2015-09-302015-11-16acceptance time not in the bulk data set
13F-HR 0000947871-15-000527 Quarter ended 2015-06-302015-08-06acceptance time not in the bulk data set
13F-HR 0000947871-15-000332 Quarter ended 2015-03-312015-04-27acceptance time not in the bulk data set
13F-HR 0000947871-15-000086 Quarter ended 2014-12-312015-02-05acceptance time not in the bulk data set
13F-HR 0000947871-14-000702 Quarter ended 2014-09-302014-11-13acceptance time not in the bulk data set
13F-HR 0000947871-14-000531 Quarter ended 2014-06-302014-08-19acceptance time not in the bulk data set
13F-HR 0000947871-14-000317 Quarter ended 2014-03-312014-05-15acceptance time not in the bulk data set
13F-HR 0000947871-14-000076 Quarter ended 2013-12-312014-02-13acceptance time not in the bulk data set
13F-HR 0000947871-13-000741 Quarter ended 2013-09-302013-11-14acceptance time not in the bulk data set
13F-HR 0000947871-13-000586 Quarter ended 2013-06-302013-08-14acceptance time not in the bulk data set