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DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. is an institution, managing $158.1M across 5 long positions as of Q3 2025 with 85% Consumer Cyclical concentration, with only 5 positions, and 85% allocation to MELI.
- Portfolio Value
- $158.1M
- Positions
- 5
- Top Holding
- MELI at 85.09%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Specialty Retail Consumer Cyclical | $134.5M | 85.09% | -$48.3M Sold | 0.11% 57.6K shares | |
Banks - Diversified Financial Services | $11.7M | 7.39% | -$32.5M Sold | 0.02% 729.7K shares | |
Software - Application Technology | $4.2M | 2.67% | -$1.1M Sold | 0.53% 964.3K shares | |
Unknown Unknown | $4.0M | 2.53% | -$7.3M Sold | — 367.9K shares | |
Unknown Unknown | $3.7M | 2.31% | — | — 389.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
| Position | Shares Δ |
|---|---|
-73.53% | |
-64.75% | |
-26.42% | |
-20.76% |
Analytics
Portfolio insights and performance metrics for DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
GthenA