$191 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 10 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $47,023,000 | – | 520,973 | +100.0% | 24.68% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $36,398,000 | – | 1,275,763 | +100.0% | 19.10% | – |
| PACD | New | PACIFIC DRILLING SA LUXEMBOU | $28,316,000 | – | 2,895,301 | +100.0% | 14.86% | – |
| COTY | New | COTY INC | $25,042,000 | – | 1,457,650 | +100.0% | 13.14% | – |
| SIX | New | SIX FLAGS ENTMT CORP NEW | $16,570,000 | – | 471,278 | +100.0% | 8.70% | – |
| SIG | New | SIGNET JEWELERS LIMITED | $15,749,000 | – | 233,564 | +100.0% | 8.26% | – |
| CZZ | New | COSAN LTD | $8,383,000 | – | 518,568 | +100.0% | 4.40% | – |
| GGB | New | GERDAU S Aspon adr rep pfd | $7,651,000 | – | 1,340,000 | +100.0% | 4.02% | – |
| CIG | New | COMPANHIA ENERGETICA DE MINAsp adr n-v pfd | $5,441,000 | – | 606,600 | +100.0% | 2.86% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TEMPUR SEALY INTL INC | 37 | Q3 2023 | 28.4% |
| ANHEUSER-BUSCH INBEV SA/NV | 37 | Q4 2022 | 24.7% |
| COSAN LTD | 31 | Q4 2020 | 11.8% |
| MERCADOLIBRE INC | 28 | Q3 2023 | 34.7% |
| COTY INC | 23 | Q4 2018 | 36.2% |
| VALE SA | 19 | Q3 2023 | 16.7% |
| GERDAU SA | 19 | Q3 2022 | 4.7% |
| NATURA &CO HOLDING S A | 15 | Q3 2023 | 20.8% |
| KRAFT HEINZ CO | 15 | Q1 2019 | 20.3% |
| SPECTRUM BRANDS HLDGS INC424456 | 15 | Q3 2018 | 12.8% |
View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Cosan Ltd. | February 16, 2021 | 8,771,001 | 6.9% |
| AVON PRODUCTS INC | February 14, 2020 | 31,878,494 | 7.2% |
| Garrett Motion Inc. | February 14, 2020 | 3,773,845 | 5.0% |
| TEMPUR SEALY INTERNATIONAL, INC. | February 14, 2019 | 2,723,121 | 5.0% |
View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13D/A | 2023-12-01 |
| 13F-HR/A | 2023-11-17 |
| 13F-HR | 2023-11-14 |
| SC 13D/A | 2023-09-21 |
| 13F-HR/A | 2023-09-01 |
| 13F-HR/A | 2023-09-01 |
| 13F-HR | 2023-08-14 |
| 13F-HR/A | 2023-06-14 |
View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.