$215 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 14 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MDLZ | Buy | MONDELEZ INTL INCcl a | $48,166,000 | +32.3% | 1,612,963 | +26.4% | 22.41% | +17.3% |
COTY | Buy | COTY INC | $47,694,000 | +90.5% | 3,107,091 | +113.2% | 22.19% | +68.9% |
PACD | Buy | PACIFIC DRILLING SA LUXEMBOU | $37,267,000 | +31.6% | 3,478,098 | +20.1% | 17.34% | +16.7% |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $33,279,000 | -29.2% | 336,915 | -35.3% | 15.48% | -37.3% |
SIG | Buy | SIGNET JEWELERS LIMITED | $23,289,000 | +47.9% | 342,566 | +46.7% | 10.84% | +31.1% |
GGB | GERDAU S Aspon adr rep pfd | $9,996,000 | +30.6% | 1,340,000 | 0.0% | 4.65% | +15.8% | |
CZZ | Buy | COSAN LTD | $7,973,000 | -4.9% | 518,768 | +0.0% | 3.71% | -15.7% |
CIG | COMPANHIA ENERGETICA DE MINAsp adr n-v pfd | $4,544,000 | -16.5% | 606,600 | 0.0% | 2.11% | -26.0% | |
SIX | Sell | SIX FLAGS ENTMT CORP NEW | $2,725,000 | -83.6% | 109,652 | -76.7% | 1.27% | -85.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-14
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.