Q4 2025 · 13F-HR
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2026-02-17 · accession 0000947871-26-000184
$147.8M
Reported value
7
Positions
2025-12-31
Period end
The Brief · DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. · Q4 2025
AI · grounded in 13F
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. closed its position in VALE, reducing its holdings by $3,995,003. The fund also trimmed its stake in VTEX by 79.1491%. Other reductions included EWZ by 13.2311%, MELI by 5.3027%, and NU by 2.5953%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 58733R102 | MELI | MERCADO LIBRE INC | $108.0M | 73.1% | 53,641 | Common | SOLE |
| 464286400 | EWZ | ISHARES INC | $17.0M | 11.5% | 5,852,000 | CALL | SOLE |
| G6683N103 | NU | NU HOLDINGS LTD | $11.9M | 8.05% | 710,777 | Common | SOLE |
| 58733R102 | MELI | MERCADO LIBRE INC | $5.1M | 3.43% | 26,900 | PUT | SOLE |
| 86959K105 | SUZ | SUZANO SA | $3.6M | 2.46% | 389,234 | Common | SOLE |
| 464286400 | EWZ | ISHARES INC | $1.3M | 0.91% | 1,957,200 | PUT | SOLE |
| G9470A102 | VTEX | VTEX | $756,023 | 0.51% | 201,070 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.