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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 $147,789,883 across 7 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000947871-26-000184

Period
2025-12-31
Reported value
$148M
Holdings
7
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MELIreduced-3,910-$7.88M
VALEexited-367,864-$4M
VTEXreduced-763,254-$2.87M
NUreduced-18,938-$317K

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 2025

Share positions as resolved from 13F-HR 0000947871-26-000184, largest first. % of portfolio is the value over $124,336,797, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,071 shares; 2024Q4: 76,684 shares; 2025Q1: 80,816 shares; 2025Q2: 78,217 shares; 2025Q3: 57,551 shares; 2025Q4: 53,641 shares 53,641$108M86.9%-3,910Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 710,777$11.9M9.57%-18,938Timeline
SUZSUZANO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,000 shares; 2024Q4: 402,119 shares; 2025Q1: 389,234 shares; 2025Q2: 389,234 shares; 2025Q3: 389,234 shares; 2025Q4: 389,234 shares 389,234$3.64M2.92%0Timeline
VTEXVTEXQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,648,948 shares; 2024Q4: 3,655,982 shares; 2025Q1: 1,498,221 shares; 2025Q2: 1,216,967 shares; 2025Q3: 964,324 shares; 2025Q4: 201,070 shares 201,070$756K0.61%-763,254Timeline

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
EWZISHARES INC MSCI BRAZIL ETFcall5,852,000$17M-3,148,000
MELIMERCADOLIBRE INC STOKput26,900$5.07M-600
EWZISHARES INC MSCI BRAZIL ETFput1,957,200$1.34Mnew

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
VALEVALE S A367,864$4Mshares

How Q4 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 0000947871-26-000184 base2026-02-17acceptance time not in the bulk data set