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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 $300,366,379 across 9 holdings for the quarter ended 2024-12-31, in a 13F-HR/A filed 2025-05-30.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0000947871-25-000577

Period
2024-12-31
Reported value
$300M
Holdings
9
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MELIadded+32,613$55.5M
VALEadded+1,314,675$11.7M
RIOadded+9,205$541K

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-8,629,168-$89.4M
VTEXreduced-1,992,966-$11.7M
SUZreduced-47,881-$485K

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, Q4 2024

Share positions as resolved from 13F-HR/A 0000947871-25-000577, largest first. % of portfolio is the value over $291,196,348, 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,071 shares; 2024Q4: 76,684 shares 76,684$130M44.78%+32,613Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,038,393 shares; 2024Q4: 9,409,225 shares 9,409,225$97.5M33.48%-8,629,168Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770,137 shares; 2024Q4: 4,084,812 shares 4,084,812$36.2M12.44%+1,314,675Timeline
VTEXVTEXQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,648,948 shares; 2024Q4: 3,655,982 shares 3,655,982$21.5M7.39%-1,992,966Timeline
SUZSUZANO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,000 shares; 2024Q4: 402,119 shares 402,119$4.07M1.4%-47,881Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,042 shares; 2024Q4: 25,247 shares 25,247$1.48M0.51%+9,205Timeline

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
RIORIO TINTO PLC ADRput833,700$5.21M0
MELIMERCADOLIBRE INC STOKcall33,900$3.93M0
NUNU HLDGS LTD ORD SHS CL Acall2,870,000$28.7K0

Sold out in Q4 2024

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

SecurityShares beforeValue beforeType
NUNU HLDGS LTD1,500,000$930Kput

How Q4 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 0000947871-25-000172 superseded2025-02-14acceptance time not in the bulk data set
13F-HR/A 0000947871-25-000577 baserestatement2025-05-30acceptance time not in the bulk data set