0000947871-24-000138.txt : 20240214 0000947871-24-000138.hdr.sgml : 20240214 20240214170136 ACCESSION NUMBER: 0000947871-24-000138 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. CENTRAL INDEX KEY: 0001546790 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: D5 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15360 FILM NUMBER: 24640147 BUSINESS ADDRESS: STREET 1: AV. ATAULFO DE PAIVA, 1235 - 6 ANDAR CITY: RIO DE JANEIRO STATE: D5 ZIP: 22440-034 BUSINESS PHONE: 5521-2512-9394 MAIL ADDRESS: STREET 1: AV. ATAULFO DE PAIVA, 1235 - 6 ANDAR CITY: RIO DE JANEIRO STATE: D5 ZIP: 22440-034 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001546790 XXXXXXXX 12-31-2023 12-31-2023 false DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
AV. ATAULFO DE PAIVA, 1235 - 6 ANDAR RIO DE JANEIRO D5 22440-034
13F HOLDINGS REPORT 028-15360 000162122 802-74725 N
EMERSON ADRIANO FERRATO MELO COO 552125129394 /s/ EMERSON ADRIANO FERRATO MELO RIO DE JANEIRO D5 02-06-2024 0 24 729885973
INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 5253022 34573 SH SOLE 34573 0 0 AMPHENOL CORP NEW CL A 032095101 5459486 55074 SH SOLE 55074 0 0 APPFOLIO INC COM CL A 03783C100 12086089 69765 SH SOLE 69765 0 0 DANAHER CORPORATION COM 235851102 8987559 38850 SH SOLE 38850 0 0 DESCARTES SYS GROUP INC COM 249906108 4037570 48032 SH SOLE 48032 0 0 GENERAL ELECTRIC CO COM NEW 369604301 10193680 79869 SH SOLE 79869 0 0 HEICO CORP NEW CL A 422806208 3282815 23047 SH SOLE 23047 0 0 LINDE PLC SHS G54950103 11352435 27641 SH SOLE 27641 0 0 MERCADOLIBRE INC COM 58733R102 93142033 59268 SH SOLE 59268 0 0 MERCADOLIBRE INC COM 58733R102 75905382 48300 SH Call SOLE 48300 0 0 NATURA &CO HOLDING S A ADS 63884N108 45888178 6708798 SH SOLE 6708798 0 0 NU HLDGS LTD ORD SHS CL A G6683N103 237039213 28456088 SH SOLE 28456088 0 0 NU HLDGS LTD ORD SHS CL A G6683N103 12944820 1554000 SH Call SOLE 1554000 0 0 NU HLDGS LTD ORD SHS CL A G6683N103 833 100 SH Put SOLE 100 0 0 RIO TINTO PLC SPONSORED ADR 767204100 21681561 291184 SH SOLE 291184 0 0 RIO TINTO PLC SPONSORED ADR 767204100 80416800 1080000 SH Put SOLE 1080000 0 0 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 13668333 102492 SH SOLE 102492 0 0 SUZANO S A SPON ADS 86959K105 5112000 450000 SH SOLE 450000 0 0 TEMPUR SEALY INTL INC COM 88023U101 4418029 86679 SH SOLE 86679 0 0 VALE SA SPONSORED ADS 91912E105 24825642 1565299 SH SOLE 1565299 0 0 VERALTO CORP COM SHS 92338C103 943275 11467 SH SOLE 11467 0 0 VTEX SHS CL A G9470A102 44157670 6418266 SH SOLE 6418266 0 0 WALDENCAST PLC CLASS A ORD SHS G9503X103 8861400 810000 SH SOLE 810000 0 0 WALDENCAST PLC *W EXP 07/27/2027 G9503X111 228149 269999 SH SOLE 269999 0 0