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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 $306,700,541 across 9 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000947871-25-000532

Period
2025-03-31
Reported value
$307M
Holdings
9
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MELIadded+4,132$8.06M
RIOadded+101,212$6.08M

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
VALEreduced-1,538,822-$15.4M
VTEXreduced-2,157,761-$10.9M
NUreduced-290,810-$2.98M
SUZreduced-12,885-$120K

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, Q1 2025

Share positions as resolved from 13F-HR 0000947871-25-000532, largest first. % of portfolio is the value over $295,252,681, 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,071 shares; 2024Q4: 76,684 shares; 2025Q1: 80,816 shares 80,816$158M53.4%+4,132Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,038,393 shares; 2024Q4: 9,409,225 shares; 2025Q1: 9,118,415 shares 9,118,415$93.4M31.62%-290,810Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770,137 shares; 2024Q4: 4,084,812 shares; 2025Q1: 2,545,990 shares 2,545,990$25.4M8.61%-1,538,822Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,042 shares; 2024Q4: 25,247 shares; 2025Q1: 126,459 shares 126,459$7.6M2.57%+101,212Timeline
VTEXVTEXQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,648,948 shares; 2024Q4: 3,655,982 shares; 2025Q1: 1,498,221 shares 1,498,221$7.6M2.57%-2,157,761Timeline
SUZSUZANO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,000 shares; 2024Q4: 402,119 shares; 2025Q1: 389,234 shares 389,234$3.62M1.22%-12,885Timeline

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 STOKcall25,400$5.79M-8,500
NUNU HLDGS LTD ORD SHS CL Aput2,300,000$3.75Mnew
RIORIO TINTO PLC ADRput777,600$1.91M-56,100

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
NUNU HLDGS LTD2,870,000$28.7Kcall

How Q1 2025 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 0000947871-25-000532 base2025-05-15acceptance time not in the bulk data set