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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 $438,633,092 across 10 holdings for the quarter ended 2024-09-30, in a 13F-HR/A filed 2025-05-30.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0000947871-25-000576

Period
2024-09-30
Reported value
$439M
Holdings
10
Top 10 weight
100%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VALEadded+212,668$2.48M

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
NUreduced-7,845,854-$107M
MELIreduced-45,952-$94.3M
VTEXreduced-475,772-$3.54M
RIOreduced-33,127-$2.36M

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, Q3 2024

Share positions as resolved from 13F-HR/A 0000947871-25-000576, largest first. % of portfolio is the value over $416,681,075, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,038,393 shares 18,038,393$246M59.09%-7,845,854Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,071 shares 44,071$90.4M21.7%-45,952Timeline
VTEXVTEXQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,648,948 shares 5,648,948$42M10.09%-475,772Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770,137 shares 2,770,137$32.4M7.76%+212,668Timeline
SUZSUZANO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,000 shares 450,000$4.5M1.08%0Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,042 shares 16,042$1.14M0.27%-33,127Timeline

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
MELIMERCADOLIBRE INC STOKcall33,900$16.7M0
NUNU HLDGS LTD ORD SHS CL Acall2,870,000$3.13Mnew
RIORIO TINTO PLC ADRput833,700$1.15M0
NUNU HLDGS LTD ORD SHS CL Aput1,500,000$930Knew

Sold out in Q3 2024

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

SecurityShares beforeValue beforeType
QQQINVESCO QQQ TR1,200,000$1.68Mput

How Q3 2024 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 0000947871-24-000900 superseded2024-11-14acceptance time not in the bulk data set
13F-HR/A 0000947871-25-000576 baserestatement2025-05-30acceptance time not in the bulk data set