13F HOLDINGS REPORT (Amended)
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Quarter ended Q2 2023 · Filed June 14, 2023 · Accession 0000947871-23-000678
Total Value
$707.4M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TEMPUR SEALY INTL INC | SGI | 4,568,928 | $135.0M | 19.09% |
| 2 | WALDENCAST PLC | WALDW | 14,658,333 | $90.4M | 12.78% |
| 3 | NATURA &CO HOLDING | 63884N108 | 16,974,353 | $88.0M | 12.44% |
| 4 | APPFOLIO INC | APPF | 748,609 | $85.7M | 12.12% |
| 5 | VALE SA | VALE | 6,235,302 | $83.1M | 11.74% |
| 6 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 1,632,239 | $76.3M | 10.78% |
| 7 | MERCADOLIBRE INC | MELI | 42,322 | $35.0M | 4.95% |
| 8 | XP INC | XP | 1,643,112 | $31.2M | 4.42% |
| 9 | AMAZON COM INC | AMZN | 300,663 | $27.1M | 3.82% |
| 10 | OKTA INC | OKTA | 524,957 | $25.0M | 3.54% |
| 11 | VTEX | VTEX | 3,215,399 | $11.9M | 1.68% |
| 12 | NU HOLDINGS LTD | NU | 1,701,368 | $7.5M | 1.06% |
| 13 | STEVANATO GROUP SPA | STVN | 341,794 | $4.9M | 0.70% |
| 14 | GERDAU SA | GGB | 810,964 | $3.7M | 0.52% |
| 15 | WALDENCAST PLC | WALDW | 6,247,776 | $2.5M | 0.36% |