DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. - Q3 2013 holdings

$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 BuyMONDELEZ INTL INCcl a$48,166,000
+32.3%
1,612,963
+26.4%
22.41%
+17.3%
COTY BuyCOTY INC$47,694,000
+90.5%
3,107,091
+113.2%
22.19%
+68.9%
PACD BuyPACIFIC DRILLING SA LUXEMBOU$37,267,000
+31.6%
3,478,098
+20.1%
17.34%
+16.7%
SIG BuySIGNET JEWELERS LIMITED$23,289,000
+47.9%
342,566
+46.7%
10.84%
+31.1%
CZZ BuyCOSAN LTD$7,973,000
-4.9%
518,768
+0.0%
3.71%
-15.7%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2013-11-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
TEMPUR SEALY INTL INC37Q3 202328.4%
ANHEUSER-BUSCH INBEV SA/NV37Q4 202224.7%
COSAN LTD31Q4 202011.8%
MERCADOLIBRE INC28Q3 202334.7%
COTY INC23Q4 201836.2%
VALE SA19Q3 202316.7%
GERDAU SA19Q3 20224.7%
NATURA &CO HOLDING S A15Q3 202320.8%
KRAFT HEINZ CO15Q1 201920.3%
SPECTRUM BRANDS HLDGS INC42445615Q3 201812.8%

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete holdings history.

Latest significant ownerships (13-D/G)
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2013 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Cosan Ltd.February 16, 20218,771,0016.9%
AVON PRODUCTS INCFebruary 14, 202031,878,4947.2%
Garrett Motion Inc.February 14, 20203,773,8455.0%
TEMPUR SEALY INTERNATIONAL, INC.February 14, 20192,723,1215.0%

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-14
SC 13G/A2024-02-14
SC 13D/A2023-12-01
13F-HR/A2023-11-17
13F-HR2023-11-14
SC 13D/A2023-09-21
13F-HR/A2023-09-01
13F-HR/A2023-09-01
13F-HR2023-08-14
13F-HR/A2023-06-14

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete filings history.

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