DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
An institutional investment manager in RIO DE JANEIRO. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1546790.
- Reported value$244.2m
- Positions6
Holdings: 6 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Mercado Libre IncMELI | COM | 58733R102 | 122 | 49.9% | 71,814 | Reduced−21,370 | |
| NU Holdings Ltd | ORD SHS CL A | G6683N103 | 85.8 | 35.1% | 6,419,224 | Added+902,099 | |
| Suzano SASUZ | SPON ADS | 86959K105 | 19.9 | 8.1% | 2,561,542 | Reduced−27,692 | |
| Gerdau SAGGB | SPON ADR REP PFD | 373737105 | 8.5 | 3.5% | 2,109,474 | New+2,109,474 | |
| Petroleo Brasileiro SAPBR | SPONSORED ADR | 71654V408 | 7.1 | 2.9% | 2,050,000 | Put | New+2,050,000 |
| Ishares Inc | MSCI BRAZIL ETF | 464286400 | 1.1 | 0.4% | 1,000,000 | Call | Reduced−2,951,900 |
Sold out: 1 position
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Ishares Inc | MSCI BRAZIL ETF | 464286400 | 0.0 | 0.0% | 0 | Put | Sold out−956,100 |
Source: SEC EDGAR, Form 13F-HR, accession 0000947871-26-000792 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.