DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

CIK 0001546790 · Q2 2026

13F Equity AUM

$244.2M

-16.2% QoQ

Positions

+2 QoQ

AUM Rank

#7,320

Top 58%

Skill Alpha (FF)

+0.6%/yr^ns

No Clear Edge

Rank #2,211 · Top 27%

vs S&P -2.9%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 99.6%Top 10: 100.0%Top 20: 100.0%

MLB149.9%

NU35.1%

SUZ8.1%

GGB3.5%

PBR2.9%

EWZ0.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Consumer Cyclical49.9%

Financial Services35.5%

Basic Materials11.6%

Energy2.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 6Median: 5.81%Avg: 16.67%

0–0.5%

1(0.4%)

0.5–1%

0(0.0%)

1–3%

1(2.9%)

3–5%

1(3.5%)

5%+

3(93.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 6vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New2Increased1Decreased3Exited0

New Positions

GGB3.5%

+2.1M

PBR2.9%

+2.0M

Increased

NU35.1%

+902K(+16%)

Decreased

EWZ0.4%

-3,908,000(-80%)

SUZ8.1%

-27,692(-1%)

MLB149.9%

-21,370(-23%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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