|
Q4 2024
|
9 |
306,515 |
MELI, NU, VALE, VTEX
|
13F-HR
|
2/14/2025 |
000094787125000172 |
|
Q3 2024
|
10 |
448,586 |
NU, MELI, VTEX, VALE
|
13F-HR
|
11/14/2024 |
000094787124000900 |
|
Q2 2024
|
9 |
586,505 |
NU, MELI, VTEX, VALE
|
13F-HR
|
8/14/2024 |
000094787124000692 |
|
Q1 2024
|
9 |
614,827 |
NU, MELI, VTEX, VALE
|
13F-HR
|
5/15/2024 |
000094787124000483 |
|
Q4 2023
|
24 |
729,885 |
NU, MELI, RIO puts, MELI calls
|
13F-HR
|
2/14/2024 |
000094787124000138 |
|
Q3 2023
|
27 |
1,449,643 |
NU, WALD, MELI, QQQ puts
|
RESTATEMENT
|
11/16/2023 |
000094787123001090 |
|
Q2 2023
|
22 |
838,862 |
NU, NTCO, WALD, VALE calls
|
RESTATEMENT
|
8/31/2023 |
000094787123000918 |
|
Q2 2023
|
1 |
187,429 |
MELI
|
NEW HOLDINGS
|
8/31/2023 |
000094787123000919 |
|
Q1 2023
|
17 |
839,772 |
MELI, WALD, NU, NTCO
|
13F-HR
|
5/15/2023 |
000094787123000579 |
|
Q4 2022
|
15 |
741,968 |
WALD, TPX, BUD, NTCO
|
RESTATEMENT
|
6/14/2023 |
000094787123000679 |
|
Q3 2022
|
15 |
707,366 |
TPX, WALD, NTCO, APPF
|
RESTATEMENT
|
6/14/2023 |
000094787123000678 |
|
Q2 2022
|
17 |
635,518 |
TPX, NTCO, APPF, VALE
|
RESTATEMENT
|
6/14/2023 |
000094787123000677 |
|
Q1 2022
|
17 |
856,317 |
NTCO, TPX, BUD, APPF
|
RESTATEMENT
|
6/14/2023 |
000094787123000676 |
|
Q4 2021
|
21 |
962,721 |
TPX, NTCO, APPF, BUD
|
13F-HR
|
2/11/2022 |
000094787122000190 |
|
Q3 2021
|
22 |
1,000,448 |
TPX, NTCO, APPF, MELI
|
13F-HR
|
11/12/2021 |
000094787121001159 |
|
Q2 2021
|
22 |
1,214,073 |
NTCO, TPX, VALE, GOOG
|
13F-HR
|
8/12/2021 |
000094787121000901 |
|
Q1 2021
|
21 |
1,100,614 |
NTCO, VALE, TPX, MELI
|
13F-HR
|
5/14/2021 |
000094787121000538 |
|
Q4 2020
|
20 |
1,369,229 |
NTCO, TPX, VALE, MELI
|
13F-HR
|
2/16/2021 |
000094787121000196 |
|
Q3 2020
|
19 |
1,400,186 |
NTCO, TPX, MELI, VALE
|
13F-HR
|
11/16/2020 |
000094787120000867 |
|
Q2 2020
|
16 |
1,286,020 |
NTCO, TPX, MELI, VALE
|
13F-HR
|
8/14/2020 |
000094787120000681 |
|
Q1 2020
|
20 |
769,174 |
NTCO, TPX, EA, VALE
|
13F-HR
|
5/15/2020 |
000094787120000478 |
|
Q4 2019
|
14 |
1,021,321 |
MELI, AVP, LIN, TPX
|
13F-HR
|
2/14/2020 |
000094787120000115 |
|
Q3 2019
|
10 |
961,153 |
MELI, LIN, AVP, EA
|
13F-HR
|
11/14/2019 |
000094787119000819 |
|
Q2 2019
|
10 |
986,701 |
MELI, LIN, TPX, AVP
|
13F-HR
|
8/14/2019 |
000094787119000583 |
|
Q1 2019
|
9 |
674,719 |
MELI, LIN, TPX, CZZ
|
13F-HR
|
5/14/2019 |
000094787119000371 |
|
Q4 2018
|
9 |
538,356 |
LIN, MELI, TPX, CZZ
|
13F-HR
|
2/14/2019 |
000094787119000104 |
|
Q3 2018
|
8 |
538,318 |
TPX, MELI, PX, KHC
|
13F-HR
|
11/13/2018 |
000094787118000893 |
|
Q2 2018
|
8 |
602,140 |
PX, TPX, MELI, KHC
|
13F-HR
|
8/14/2018 |
000094787118000657 |
|
Q1 2018
|
8 |
531,985 |
PX, TPX, MELI, SPECTRUM BRANDS HLDGS INC
|
13F-HR
|
5/15/2018 |
000094787118000410 |
|
Q4 2017
|
10 |
688,659 |
PX, TPX, MELI, KHC
|
13F-HR
|
2/14/2018 |
000094787118000139 |
|
Q3 2017
|
12 |
694,977 |
PX, TPX, MELI, KHC
|
13F-HR
|
11/14/2017 |
000094787117000916 |
|
Q2 2017
|
11 |
696,615 |
PX, TPX, SPECTRUM BRANDS HLDGS INC, COTY
|
13F-HR
|
8/14/2017 |
000094787117000640 |
|
Q1 2017
|
12 |
735,043 |
PX, TPX, COTY, SPECTRUM BRANDS HLDGS INC
|
13F-HR
|
5/15/2017 |
000094787117000369 |
|
Q4 2016
|
12 |
747,590 |
TPX, PX, COTY, SPECTRUM BRANDS HLDGS INC
|
13F-HR
|
1/26/2017 |
000094787117000066 |
|
Q3 2016
|
11 |
554,472 |
TPX, PX, HRG GROUP INC, KHC
|
13F-HR
|
11/8/2016 |
000094787116001638 |
|
Q2 2016
|
9 |
522,843 |
TPX, KHC, HRG GROUP INC, PX
|
13F-HR
|
8/5/2016 |
000094787116001395 |
|
Q1 2016
|
12 |
540,090 |
TPX, HRG GROUP INC, KHC, PX
|
13F-HR
|
5/13/2016 |
000094787116001175 |
|
Q4 2015
|
13 |
434,309 |
TPX, HRG GROUP INC, KHC, PX
|
13F-HR
|
1/29/2016 |
000094787116000938 |
|
Q3 2015
|
13 |
334,843 |
TPX, COTY, KHC, HRG GROUP INC
|
13F-HR
|
11/16/2015 |
000094787115000807 |
|
Q2 2015
|
9 |
388,407 |
COTY, KRFT, HRG, TPX
|
13F-HR
|
8/6/2015 |
000094787115000527 |
|
Q1 2015
|
9 |
335,648 |
COTY, KRFT, SIX, MDLZ
|
13F-HR
|
4/27/2015 |
000094787115000332 |
|
Q4 2014
|
9 |
279,500 |
COTY, MDLZ, SIX, HRG
|
13F-HR
|
2/5/2015 |
000094787115000086 |
|
Q3 2014
|
10 |
286,236 |
COTY, MDLZ, PACDQ, BUD
|
13F-HR
|
11/13/2014 |
000094787114000702 |
|
Q2 2014
|
11 |
368,340 |
COTY, MDLZ, TPX, BUD
|
13F-HR
|
8/19/2014 |
000094787114000531 |
|
Q1 2014
|
10 |
267,655 |
COTY, MDLZ, PACDQ, BUD
|
13F-HR
|
5/15/2014 |
000094787114000317 |
|
Q4 2013
|
11 |
260,028 |
COTY, MDLZ, PACDQ, BUD
|
13F-HR
|
2/13/2014 |
000094787114000076 |