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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