DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Activity Q4 2012-Q4 2021

Q4 2021
 Value Shares↓ Weighting
TPX SellTEMPUR SEALY INTERNATIONAL I$212,217
-11.4%
4,512,368
-9.0%
22.04%
-7.9%
NTCO BuyNATURA &CO HLDG S Aads$131,557
-21.4%
14,191,741
+40.7%
13.66%
-18.4%
APPF BuyAPPFOLIO INC$96,127
+14.3%
794,047
+13.8%
9.98%
+18.8%
BUD BuyANHEUSER BUSCH INBEV SA/NVsponsored adr$82,969
+14.4%
1,370,254
+8.2%
8.62%
+18.8%
VALE BuyVALE S Asponsored ads$80,087
+15.5%
5,712,368
+14.9%
8.32%
+20.0%
MELI BuyMERCADOLIBRE INC$74,104
-8.7%
54,957
+13.7%
7.70%
-5.2%
FB SellMETA PLATFORMS INCcl a$61,299
-1.2%
182,247
-0.3%
6.37%
+2.6%
GOOG SellALPHABET INCcap stk cl c$61,049
+1.1%
21,098
-6.0%
6.34%
+5.0%
OKTA BuyOKTA INCcl a$59,791
+91.7%
266,720
+99.6%
6.21%
+99.3%
XP BuyXP INCcl a$32,652
-6.0%
1,136,103
+31.3%
3.39%
-2.4%
ITUB SellITAU UNIBANCO HLDG S Aspon adr rep pfd$19,492
-47.5%
5,197,823
-26.2%
2.02%
-45.4%
NewNU HLDGS LTD$12,9291,378,3741.34%
TCVA SellTCV ACQUISITION CORP$6,686
-5.6%
678,067
-6.6%
0.69%
-2.0%
SellVTEX$2,469
-47.9%
230,363
-0.0%
0.26%
-46.0%
RYAAY SellRYANAIR HOLDINGS PLCsponsored ads$2,018
-79.1%
19,719
-76.8%
0.21%
-78.2%
STNE ExitSTONECO LTD$0-14,368-0.05%
LOMA ExitLOMA NEGRA C I A S A MTNsponsored adr$0-1,605,030-1.14%
Q3 2021
 Value Shares↓ Weighting
TPX SellTEMPUR SEALY INTL INC$239,418
+18.2%
4,959,985
-4.0%
23.93%
+43.4%
NTCO SellNATURA &CO HOLDING S Aads$167,464
-29.4%
10,083,257
-3.6%
16.74%
-14.4%
APPF BuyAPPFOLIO INC$84,104
+4.5%
697,611
+22.4%
8.41%
+26.8%
MELI SellMERCADOLIBRE INC$81,207
+3.7%
48,355
-3.8%
8.12%
+25.9%
BUD BuyANHEUSER BUSCH INBEV SA/NVsponsored adr$72,552
+18.0%
1,266,913
+48.4%
7.25%
+43.2%
VALE SellVALE SAsponsored ads$69,366
-39.9%
4,971,994
-1.7%
6.93%
-27.0%
FB BuyFACEBOOK INCcl a$62,063
+9.2%
182,749
+11.9%
6.20%
+32.6%
GOOG SellALPHABET INCcap stk cl c$60,405
-27.4%
22,452
-32.4%
6.04%
-11.9%
ITUB BuyITAU UNIBANCO HLDG S Aspon adr rep pfd$37,134
+156.4%
7,046,377
+192.4%
3.71%
+211.1%
XP SellXP INCcl a$34,752
-43.9%
865,117
-39.2%
3.47%
-31.9%
OKTA BuyOKTA INCcl a$31,182
+21.5%
133,640
+27.4%
3.12%
+47.4%
LOMA SellLOMA NEGRA C I A S A MTNsponsored adr$11,444
-16.2%
1,605,030
-20.0%
1.14%
+1.7%
RYAAY SellRYANAIR HOLDINGS PLCsponsored ads$9,653
-4.9%
85,139
-9.3%
0.96%
+15.4%
NewVTEX$4,739230,3890.47%
NewMELI KASZEK PIONEER CORPclass a ord$2,539229,7320.25%
STNE SellSTONECO LTD$499
-98.9%
14,368
-97.8%
0.05%
-98.6%
SPOT ExitSPOTIFY TECHNOLOGY S A$0-66,260-1.50%
DDOG ExitDATADOG INC$0-736,635-6.32%
Q2 2021
 Value Shares↓ Weighting
NTCO NewNATURA &CO HLDG S Aads$237,30710,458,65719.55%
TPX NewTEMPUR SEALY INTL INC$202,5715,168,93916.68%
VALE NewVALE SAsponsored ads$115,3525,057,0669.50%
GOOG NewALPHABET INCcap stk cl c$83,18233,1896.85%
APPF NewAPPFOLIO INC$80,474569,9326.63%
MELI NewMERCADOLIBRE INC$78,28750,2556.45%
DDOG NewDATADOG INC$76,669736,6356.32%
XP NewXP INCcl a$61,9251,421,9395.10%
BUD NewANHEUSER-BUSCH INBEV SA/NVsponsored adr$61,489853,8965.06%
FB NewFACEBOOK INCcl a$56,809163,3804.68%
STNE NewSTONECO LTD$43,970655,6813.62%
OKTA NewOKTA INCcl a$25,669104,9102.11%
SPOT NewSPOTIFY TECHNOLOGY S A$18,26166,2601.50%
ITUB NewITAU UNIBANCO HLDG S Aspon adr rep pfd$14,4842,409,9111.19%
LOMA NewLOMA NEGRA CORPsponsored ads$13,6612,005,9991.12%
RYAAY NewRYANAIR HOLDINGS PLCsponsored ads$10,15493,8390.84%
LEAPU NewRIBBIT LEAP LTDunit 99/99/9999$8,655779,0110.71%
WALDU NewWALDENCAST ACQUISITION CORPunit 03/11/2026$8,323810,0000.69%
TCVA NewTCV ACQUISITION CORP$7,197726,2370.59%
GGB NewGERDAU SAspon adr rep pfd$4,785810,9640.39%
LEAP NewRIBBIT LEAP LTD$4,654435,3250.38%
LEAPWS NewRIBBIT LEAP LTD*w exp 09/09/202$19587,0650.02%
Q4 2020
 Value Shares↓ Weighting
ITUB ExitITAU UNIBANCO HLDG S Aspon adr rep pfd$0-480,446-0.14%
GGB ExitGERDAU SAspon adr rep pfd$0-810,964-0.21%
BBD ExitBANCO BRADESCO S Asp adr pfd new$0-895,818-0.22%
LOMA ExitLOMA NEGRA CORPsponsored ads$0-2,477,422-0.76%
WORK ExitSLACK TECHNOLOGIES INC$0-671,500-1.92%
SPOT ExitSPOTIFY TECHNOLOGY S A$0-82,830-2.13%
RWM ExitPROSHARES TRshrt russell2000$0-173,800-2.37%
RYAAY ExitRYANAIR HOLDINGS PLCsponsored ads$0-78,874-2.59%
APPF ExitAPPFOLIO INC$0-186,302-2.80%
DIS ExitDISNEY WALT CO$0-272,360-3.58%
XP ExitXP INCcl a$0-1,575,908-4.69%
EA ExitELECTRONIC ARTS INC$0-375,464-5.18%
GOOG ExitALPHABET INCcap stk cl c$0-37,204-5.79%
BUD ExitANHEUSER BUSCH INBEV SA/NVsponsored adr$0-1,046,396-6.00%
CZZ ExitCOSAN LTD$0-7,191,016-7.63%
VALE ExitVALE S Asponsored ads$0-9,023,645-8.77%
MELI ExitMERCADOLIBRE INC$0-123,704-9.56%
TPX ExitTEMPUR SEALY INTL INC$0-1,577,899-14.89%
NTCO ExitNATURA &CO HLDG S Aads$0-12,347,467-20.76%
Q3 2020
 Value Shares↓ Weighting
NTCO SellNATURA &CO HLDG S Aads$290,720
+14.3%
12,347,467
-0.8%
20.76%
+5.0%
TPX SellTEMPUR SEALY INTL INC$208,522
+4.3%
1,577,899
-6.6%
14.89%
-4.2%
MELI SellMERCADOLIBRE INC$133,907
-24.7%
123,704
-31.4%
9.56%
-30.8%
VALE SellVALE S Asponsored ads$122,848
-24.9%
9,023,645
-29.7%
8.77%
-31.1%
CZZ BuyCOSAN LTD$106,787
+18.0%
7,191,016
+19.7%
7.63%
+8.4%
BUD SellANHEUSER BUSCH INBEV SA/NVsponsored adr$83,945
-1.1%
1,046,396
-5.1%
6.00%
-9.2%
GOOG BuyALPHABET INCcap stk cl c$81,032
+65.8%
37,204
+63.1%
5.79%
+52.3%
EA BuyELECTRONIC ARTS INC$72,568
-6.2%
375,464
+0.0%
5.18%
-13.8%
XP BuyXP INCcl a$65,700
+587.9%
1,575,908
+593.2%
4.69%
+531.5%
DIS BuyDISNEY WALT CO$50,086
+1.7%
272,360
+0.0%
3.58%
-6.6%
APPF NewAPPFOLIO INC$39,206186,3022.80%
RYAAY SellRYANAIR HOLDINGS PLCsponsored ads$36,295
-26.0%
78,874
-42.0%
2.59%
-32.0%
RWM SellPROSHARES TRshrt russell2000$33,200
-5.7%
173,800
-2.9%
2.37%
-13.4%
SPOT NewSPOTIFY TECHNOLOGY S A$29,78182,8302.13%
WORK NewSLACK TECHNOLOGIES INC$26,925671,5001.92%
LOMA SellLOMA NEGRA CORPsponsored ads$10,678
-1.6%
2,477,422
-2.7%
0.76%
-9.6%
BBD BuyBANCO BRADESCO S Asp adr pfd new$3,073
-10.0%
895,818
+0.0%
0.22%
-17.4%
ITUB NewITAU UNIBANCO HLDG S Aspon adr rep pfd$1,912480,4460.14%
GRUB ExitGRUBHUB INC$0-272,253-2.27%
Q2 2020
 Value Shares↓ Weighting
NTCO NewNATURA &CO HLDG SAads$254,24412,447,46719.77%
TPX NewTEMPUR SEALY INTL INC$199,8411,688,99915.54%
MELI NewMERCADOLIBRE INC$177,807180,37413.83%
VALE NewVALE SAsponsored ads$163,65812,827,96312.73%
CZZ NewCOSAN LTD$90,4966,009,0407.04%
BUD NewANHEUSER BUSCH INBEV SA/NVsponsored adr$84,8851,102,0966.60%
EA NewELECTRONIC ARTS INC$77,364375,3146.02%
DIS NewDISNEY WALT CO$49,229272,3303.83%
RYAAY NewRYANAIR HOLDINGS PLCsponsored ads$49,035136,0453.81%
GOOG NewALPHABET INCcap stk cl c$48,86722,8143.80%
RWM NewPROSHARES TRshrt russell2000$35,196179,0002.74%
GRUB NewGRUBHUB INC$29,186272,2532.27%
LOMA NewLOMA NEGRA CORPsponsored ads$10,8482,546,4800.84%
XP NewXP INCcl a$9,551227,3440.74%
BBD NewBANCO BRADESCO SA$3,413895,8150.26%
GGB NewGERDAU SAspon adr rep pfd$2,400810,9640.19%
Q4 2019
 Value Shares↓ Weighting
VALE ExitVALE SAsponsored ads$0-444,156-0.53%
LOMA ExitLOMA NEGRA CORPsponsored ads$0-989,555-0.59%
SIX ExitSIX FLAGS ENTMT CORP$0-701,340-4.77%
GTX ExitGARRETT MOTION INC$0-3,806,058-5.08%
CZZ ExitCOSAN LTD$0-4,123,874-6.39%
TPX ExitTEMPUR SEALY INTL INC$0-929,345-9.61%
EA ExitELECTRONIC ARTS INC$0-824,934-10.81%
AVP ExitAVON PRODS INC$0-32,261,002-16.81%
LIN ExitLINDE PLC$0-687,492-17.84%
MELI ExitMERCADOLIBRE INC$0-441,652-27.56%
Q3 2019
 Value Shares↓ Weighting
MELI BuyMERCADOLIBRE INC$264,864
+24.2%
441,652
+35.3%
27.56%
+27.5%
LIN SellLINDE PLC$171,484
-12.2%
687,492
-11.1%
17.84%
-9.9%
AVP BuyAVON PRODS INC$161,577
+15.5%
32,261,002
+0.8%
16.81%
+18.6%
EA BuyELECTRONIC ARTS INC$103,905
+9.5%
824,934
+10.8%
10.81%
+12.4%
TPX SellTEMPUR SEALY INTL INC$92,388
-40.0%
929,345
-44.6%
9.61%
-38.4%
CZZ SellCOSAN LTD$61,446
+3.6%
4,123,874
-7.1%
6.39%
+6.4%
GTX BuyGARRETT MOTION INC$48,812
+28.1%
3,806,058
+93.0%
5.08%
+31.6%
SIX SellSIX FLAGS ENTMT CORP$45,879
-22.6%
701,340
-26.1%
4.77%
-20.6%
LOMA NewLOMA NEGRA CORPsponsored ads$5,690989,5550.59%
VALE SellVALE SAsponsored ads$5,108
-37.8%
444,156
-27.3%
0.53%
-36.2%
BUD ExitANHEUSER-BUSCH INBEV SA/NVsponsored adr$0-220,080-2.49%
Q2 2019
 Value Shares↓ Weighting
MELI NewMERCADOLIBRE INC$213,191326,47421.61%
LIN NewLINDE PLC$195,274772,93219.79%
TPX NewTEMPUR SEALY INTL INC$154,0441,678,79915.61%
AVP NewAVON PRODS INC$139,89232,005,65314.18%
EA NewELECTRONIC ARTS INC$94,881744,7319.62%
CZZ NewCOSAN LTD$59,2984,438,4886.01%
SIX NewSIX FLAGS ENTMT CORP$59,281948,4896.01%
GTX NewGARRETT MOTION INC$38,0911,972,2873.86%
BUD NewANHEUSER-BUSCH INBEV SA/NVsponsored adr$24,537220,0802.49%
VALE NewVALE SAsponsored ads$8,212611,0270.83%
Q4 2018
 Value Shares↓ Weighting
COTY ExitCOTY INC$0-98,506-0.23%
BUD ExitANHEUSER BUSCH INBEV SA/NVsponsored adr$0-15,188-0.25%
CZZ ExitCOSAN LTD$0-3,642,412-4.53%
SPB ExitSPECTRUM BRANDS HLDGS INC$0-363,354-5.04%
KHC ExitKRAFT HEINZ CO$0-661,258-6.77%
PX ExitPRAXAIR INC$0-911,914-27.16%
MELI ExitMERCADOLIBRE INC$0-436,087-27.58%
TPX ExitTEMPUR SEALY INTL INC$0-2,893,750-28.44%
Q3 2018
 Value Shares↓ Weighting
TPX SellTEMPUR SEALY INTL INC$153,079
-2.6%
2,893,750
-4.7%
28.44%
+9.0%
MELI SellMERCADOLIBRE INC$148,473
-0.6%
436,087
-4.7%
27.58%
+11.2%
PX SellPRAXAIR INC$146,234
-25.8%
911,914
-24.3%
27.16%
-17.0%
KHC SellKRAFT HEINZ CO$36,442
-16.2%
661,258
-6.1%
6.77%
-6.2%
SPB SellSPECTRUM BRANDS HLDGS INC$27,150
-11.4%
363,354
-6.2%
5.04%
-0.9%
CZZ BuyCOSAN LTD$24,373
+13.2%
3,642,412
+29.1%
4.53%
+26.6%
Q2 2018
 Value Shares↓ Weighting
PX NewPRAXAIR INC$197,0781,204,18032.73%
TPX NewTEMPUR SEALY INTL INC$157,1173,034,92426.09%
MELI NewMERCADOLIBRE INC$149,389457,58224.81%
KHC NewKRAFT HEINZ CO$43,461704,5387.22%
SPB NewSPECTRUM BRANDS HLDGS INC$30,645387,5245.09%
CZZ NewCOSAN LTD$21,5312,821,9973.58%
BUD NewANHEUSER BUSCH INBEV SA/NVsponsored adr$1,53015,1880.25%
COTY NewCOTY INC$1,38998,5060.23%
Q4 2017
 Value Shares↓ Weighting
BUD ExitANHEUSER BUSCH INBEV SA/NVsponsored adr$0-31,811-0.55%
CZZ ExitCOSAN LTD$0-758,941-0.70%
FWONA ExitLIBERTY MEDIA CORP DELAWARE$0-813,990-4.27%
FWONK ExitLIBERTY MEDIA CORP DELAWARE$0-788,577-4.32%
COTY ExitCOTY INC$0-2,062,997-4.91%
SIG ExitSIGNET JEWELERS LIMITED$0-543,563-5.20%
SPB ExitSPECTRUM BRANDS HLDGS INC424456$0-475,744-7.25%
KHC ExitKRAFT HEINZ CO$0-796,650-8.89%
MELI ExitMERCADOLIBRE INC$0-348,848-12.71%
TPX ExitTEMPUR SEALY INTL INC$0-2,712,801-25.18%
PX ExitPRAXAIR INC$0-1,294,319-26.02%
Q3 2017
 Value Shares↓ Weighting
PX SellPRAXAIR INC$180,812
+2.0%
1,294,319
-3.2%
26.02%
+2.2%
TPX SellTEMPUR SEALY INTL INC$175,030
+11.8%
2,712,801
-7.5%
25.18%
+12.1%
MELI BuyMERCADOLIBRE INC$88,360
+154.5%
348,848
+152.1%
12.71%
+155.1%
KHC SellKRAFT HEINZ CO$61,760
-12.4%
796,650
-3.2%
8.89%
-12.1%
SPB SellSPECTRUM BRANDS HLDGS INC424456$50,373
-36.0%
475,744
-24.5%
7.25%
-35.9%
SIG SellSIGNET JEWELERS LIMITED$36,162
+1.8%
543,563
-3.2%
5.20%
+2.1%
COTY SellCOTY INC$34,101
-56.5%
2,062,997
-50.6%
4.91%
-56.4%
FWONK BuyLIBERTY MEDIA CORP DELAWARE$30,037
+5.4%
788,577
+1.3%
4.32%
+5.6%
FWONA BuyLIBERTY MEDIA CORP DELAWARE$29,682
+4.2%
813,990
+0.1%
4.27%
+4.4%
CZZ BuyCOSAN LTD$4,865
+68.2%
758,941
+68.2%
0.70%
+68.7%
BUD SellANHEUSER BUSCH INBEV SA/NVsponsored adr$3,795
-26.0%
31,811
-31.6%
0.55%
-25.9%
Q2 2017
 Value Shares↓ Weighting
PX NewPRAXAIR INC$177,2551,337,26925.44%
TPX NewTEMPUR SEALY INTL INC$156,5482,932,15722.47%
SPB NewSPECTRUM BRANDS HLDGS INC$78,769629,95211.31%
COTY NewCOTY INC$78,3194,174,77811.24%
KHC NewKRAFT HEINZ CO$70,465822,81010.12%
SIG NewSIGNET JEWELERS LIMITED$35,508561,4735.10%
MELI NewMERCADOLIBRE INC$34,721138,3964.98%
FWONK NewLIBERTY MEDIA CORP DELAWARE$28,511778,5774.09%
FWONA NewLIBERTY MEDIA CORP DELAWARE$28,495813,4304.09%
BUD NewANHEUSER BUSCH INBEV SA/NVsponsored adr$5,13146,4890.74%
CZZ NewCOSAN LTD$2,893451,2870.42%
Q4 2016
 Value Shares↓ Weighting
ExitCOTY INC$0-1,550,000-0.01%
BUD ExitANHEUSER BUSCH INBEV SA/NVsponsored adr$0-5,808-0.14%
CZZ ExitCOSAN LTD$0-462,387-0.60%
COTY ExitCOTY INC$0-1,369,863-5.16%
MELI ExitMERCADOLIBRE INC$0-169,196-5.64%
SPB ExitSPECTRUM BRANDS HLDGS INC$0-327,328-8.13%
SIG ExitSIGNET JEWELERS LIMITED$0-611,688-8.22%
KHC ExitKRAFT HEINZ CO$0-800,060-12.92%
HRG ExitHRG GROUP INC$0-5,124,064-14.51%
PX ExitPRAXAIR INC$0-1,007,249-21.95%
TPX ExitTEMPUR SEALY INTL INC$0-2,226,390-22.73%
Q3 2016
 Value Shares↓ Weighting
TPX SellTEMPUR SEALY INTL INC$126,022
-8.6%
2,226,390
-10.7%
22.73%
-13.8%
PX BuyPRAXAIR INC$121,706
+40.4%
1,007,249
+30.4%
21.95%
+32.3%
HRG SellHRG GROUP INC$80,447
-7.7%
5,124,064
-19.3%
14.51%
-13.0%
KHC SellKRAFT HEINZ CO$71,614
-22.4%
800,060
-23.3%
12.92%
-26.9%
SIG BuySIGNET JEWELERS LIMITED$45,589
-9.4%
611,688
+0.2%
8.22%
-14.5%
SPB BuySPECTRUM BRANDS HLDGS INC$45,070
+15.6%
327,328
+0.2%
8.13%
+9.0%
MELI NewMERCADOLIBRE INC$31,297169,1965.64%
COTY BuyCOTY INC$28,581
+9.6%
1,369,863
+36.5%
5.16%
+3.4%
BUD BuyANHEUSER BUSCH INBEV SA/NVsponsored adr$763
+90.3%
5,808
+90.9%
0.14%
+79.2%
NewCOTY INC$771,550,0000.01%
Q2 2016
 Value Shares↓ Weighting
TPX NewTEMPUR SEALY INTL INC$137,8552,491,95626.37%
KHC NewKRAFT HEINZ CO$92,3351,043,56017.66%
HRG NewHRG GROUP INC$87,1586,348,03616.67%
PX NewPRAXAIR INC$86,714772,21016.58%
SIG NewSIGNET JEWELERS LIMITED$50,302610,3889.62%
SPB NewSPECTRUM BRANDS HLDGS INC$38,994326,8287.46%
COTY NewCOTY INC$26,0741,003,2474.99%
CZZ NewCOSAN LTD$3,010462,3870.58%
BUD NewANHEUSER BUSCH INBEV SA/NVsponsored adr$4013,0430.08%
Q4 2015
 Value Shares↓ Weighting
SIX ExitSIX FLAGS ENTMT CORP NEW$0-28,823-0.39%
CZZ ExitCOSAN LTD$0-462,387-0.40%
VIV ExitTELEFONICA BRASIL ASsponsored adr$0-188,996-0.52%
BUD ExitANHEUSER BUSCH INBEV SA/NVsponsored adr$0-17,696-0.56%
ExitSPECTRUM BRANDS HLDGS INC$0-51,251-0.71%
PACD ExitPACIFIC DRILLING SA LUXEMBOU$0-5,880,923-2.20%
ExitHRG GROUP INC$0-1,018,647-3.57%
SIG ExitSIGNET JEWELERS LIMITED$0-116,803-4.75%
SPB ExitSPECTRUM BRANDS HLDGS INC$0-220,920-6.04%
HRG ExitHRG GROUP INC$0-4,404,803-15.43%
KHC ExitKRAFT HEINZ CO$0-963,770-20.32%
COTY ExitCOTY INC$0-2,612,044-21.11%
TPX ExitTEMPUR SEALY INTL INC$0-1,125,655-24.01%
Q3 2015
 Value Shares↓ Weighting
TPX BuyTEMPUR SEALY INTL INC$80,405
+24.3%
1,125,655
+14.7%
24.01%
+44.2%
COTY SellCOTY INC$70,682
-42.7%
2,612,044
-32.3%
21.11%
-33.5%
KHC NewKRAFT HEINZ CO$68,023963,77020.32%
HRG NewHRG GROUP INC$51,6684,404,80315.43%
SPB NewSPECTRUM BRANDS HLDGS INC$20,216220,9206.04%
SIG NewSIGNET JEWELERS LIMITED$15,900116,8034.75%
NewHRG GROUP INC$11,9491,018,6473.57%
NewSPECTRUM BRANDS HLDGS INC$2,38651,2510.71%
BUD SellANHEUSER BUSCH INBEV SA/NVsponsored adr$1,882
-38.5%
17,696
-30.0%
0.56%
-28.7%
VIV NewTELEFONICA BRASIL ASsponsored adr$1,726188,9960.52%
MDLZ ExitMONDELEZ INTL INCcl a$0-918,452-9.73%
HRG ExitHARBINGER GROUP INC$0-5,274,873-17.32%
KRFT ExitKRAFT FOODS GROUP INC$0-841,270-18.44%
Q2 2015
 Value Shares↓ Weighting
COTY NewCOTY INC$123,3723,859,01431.76%
KRFT NewKRAFT FOODS GROUP INC$71,626841,27018.44%
HRG NewHARBINGER GROUP INC$67,2795,274,87317.32%
TPX NewTEMPUR SEALY INTL INC$64,678981,45516.65%
MDLZ NewMONDELEZ INTL INCcl a$37,785918,4529.73%
PACD NewPACIFIC DRILLING SA LUXEMBOU$16,4665,880,9234.24%
BUD NewANHEUSER BUSCH INBEV SA/NVsponsored adr$3,06025,2960.79%
CZZ NewCOSAN LTD$2,848462,3870.73%
SIX NewSIX FLAGS ENTMT CORP NEW$1,29328,8230.33%
Q4 2014
 Value Shares↓ Weighting
GGB ExitGERDAU S Aspon adr rep pfd$0-986,851-1.66%
CZZ ExitCOSAN LTD$0-478,791-1.80%
SPB ExitSPECTRUM BRANDS HLDGS INC$0-98,168-3.04%
HRG ExitHARBINGER GROUP INC$0-1,099,740-4.94%
OCN ExitOCWEN FINL CORP$0-886,140-7.85%
SIX ExitSIX FLAGS ENTMT CORP NEW$0-818,100-9.67%
BUD ExitANHEUSER BUSCH INBEV SA/NVsponsored adr$0-265,995-10.18%
PACD ExitPACIFIC DRILLING SA LUXEMBOU$0-4,291,850-11.74%
MDLZ ExitMONDELEZ INTL INCcl a$0-1,602,463-19.04%
COTY ExitCOTY INC$0-5,378,234-30.08%
Q3 2014
 Value Shares↓ Weighting
COTY BuyCOTY INC$86,092
+5.3%
5,378,234
+11.9%
30.08%
+35.5%
MDLZ BuyMONDELEZ INTL INCcl a$54,512
-4.5%
1,602,463
+5.5%
19.04%
+22.9%
PACD BuyPACIFIC DRILLING SA LUXEMBOU$33,605
-17.3%
4,291,850
+5.5%
11.74%
+6.4%
BUD SellANHEUSER BUSCH INBEV SA/NVsponsored adr$29,140
-29.5%
265,995
-26.0%
10.18%
-9.3%
SIX BuySIX FLAGS ENTMT CORP NEW$27,678
-15.2%
818,100
+5.5%
9.67%
+9.1%
OCN BuyOCWEN FINL CORP$22,475
-27.6%
886,140
+5.8%
7.85%
-6.8%
HRG NewHARBINGER GROUP INC$14,1501,099,7404.94%
SPB NewSPECTRUM BRANDS HLDGS INC$8,69598,1683.04%
CZZ SellCOSAN LTD$5,152
-22.7%
478,791
-2.6%
1.80%
-0.5%
GGB SellGERDAU S Aspon adr rep pfd$4,737
-35.0%
986,851
-20.2%
1.66%
-16.3%
CIG ExitCOMPANHIA ENERGETICA DE MINAsp adr n-v pfd$0-766,554-1.51%
POST ExitPOST HLDGS INC$0-224,480-3.08%
TPX ExitTEMPUR SEALY INTL INC$0-887,825-14.38%
Q2 2014
 Value Shares↓ Weighting
COTY NewCOTY INC$81,7464,805,23422.19%
MDLZ NewMONDELEZ INTL INCcl a$57,0861,519,16315.50%
TPX NewTEMPUR SEALY INTL INC$52,958887,82514.38%
BUD NewANHEUSER BUSCH INBEV SA/NVsponsored adr$41,336359,57711.22%
PACD NewPACIFIC DRILLING SA LUXEMBOU$40,6534,068,58011.04%
SIX NewSIX FLAGS ENTMT CORP NEW$32,640775,5808.86%
OCN NewOCWEN FINL CORP$31,049837,6308.43%
POST NewPOST HLDGS INC$11,363224,4803.08%
GGB NewGERDAU S Aspon adr rep pfd$7,2851,236,8511.98%
CZZ NewCOSAN LTD$6,665491,4971.81%
CIG NewCOMPANHIA ENERGETICA DE MINAsp adr n-v pfd$5,559766,5541.51%
Q4 2013
 Value Shares↓ Weighting
SIX ExitSIX FLAGS ENTMT CORP NEW$0-109,652-1.27%
CIG ExitCOMPANHIA ENERGETICA DE MINAsp adr n-v pfd$0-606,600-2.11%
CZZ ExitCOSAN LTD$0-518,768-3.71%
GGB ExitGERDAU S Aspon adr rep pfd$0-1,340,000-4.65%
SIG ExitSIGNET JEWELERS LIMITED$0-342,566-10.84%
BUD ExitANHEUSER BUSCH INBEV SA/NVsponsored adr$0-336,915-15.48%
PACD ExitPACIFIC DRILLING SA LUXEMBOU$0-3,478,098-17.34%
COTY ExitCOTY INC$0-3,107,091-22.19%
MDLZ ExitMONDELEZ INTL INCcl a$0-1,612,963-22.41%
Q3 2013
 Value Shares↓ Weighting
MDLZ BuyMONDELEZ INTL INCcl a$48,166
+32.3%
1,612,963
+26.4%
22.41%
+17.3%
COTY BuyCOTY INC$47,694
+90.5%
3,107,091
+113.2%
22.19%
+68.9%
PACD BuyPACIFIC DRILLING SA LUXEMBOU$37,267
+31.6%
3,478,098
+20.1%
17.34%
+16.7%
BUD SellANHEUSER BUSCH INBEV SA/NVsponsored adr$33,279
-29.2%
336,915
-35.3%
15.48%
-37.3%
SIG BuySIGNET JEWELERS LIMITED$23,289
+47.9%
342,566
+46.7%
10.84%
+31.1%
CZZ BuyCOSAN LTD$7,973
-4.9%
518,768
+0.0%
3.71%
-15.7%
SIX SellSIX FLAGS ENTMT CORP NEW$2,725
-83.6%
109,652
-76.7%
1.27%
-85.4%
Q2 2013
 Value Shares↓ Weighting
BUD NewANHEUSER BUSCH INBEV SA/NVsponsored adr$47,023520,97324.68%
MDLZ NewMONDELEZ INTL INCcl a$36,3981,275,76319.10%
PACD NewPACIFIC DRILLING SA LUXEMBOU$28,3162,895,30114.86%
COTY NewCOTY INC$25,0421,457,65013.14%
SIX NewSIX FLAGS ENTMT CORP NEW$16,570471,2788.70%
SIG NewSIGNET JEWELERS LIMITED$15,749233,5648.26%
CZZ NewCOSAN LTD$8,383518,5684.40%
GGB NewGERDAU S Aspon adr rep pfd$7,6511,340,0004.02%
CIG NewCOMPANHIA ENERGETICA DE MINAsp adr n-v pfd$5,441606,6002.86%

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