$260 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 18 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 22.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| COTY | Sell | COTY INC | $45,229 | -5.2% | 3,007,580 | -3.2% | 17.39% | -21.6% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $41,896 | -13.0% | 1,207,663 | -25.1% | 16.11% | -28.1% |
| PACD | Sell | PACIFIC DRILLING SA LUXEMBOU | $39,348 | +5.6% | 3,462,229 | -0.5% | 15.13% | -12.7% |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $35,865 | +7.8% | 336,915 | 0.0% | 13.79% | -10.9% | |
| SIG | Buy | SIGNET JEWELERS LIMITED | $29,874 | +28.3% | 385,266 | +12.5% | 11.49% | +6.0% |
| OCN | New | OCWEN FINL CORP | $22,643 | – | 412,000 | +100.0% | 8.71% | – |
| TPX | New | TEMPUR SEALY INTL INC | $20,190 | – | 377,145 | +100.0% | 7.76% | – |
| GGB | Sell | GERDAU S Aspon adr rep pfd | $10,128 | +1.3% | 1,291,851 | -3.6% | 3.90% | -16.3% |
| CZZ | COSAN LTD | $7,118 | -10.7% | 518,768 | 0.0% | 2.74% | -26.2% | |
| CIG | COMPANHIA ENERGETICA DE MINAsp adr n-v pfd | $4,097 | -9.8% | 606,600 | 0.0% | 1.58% | -25.4% | |
| SIX | Buy | SIX FLAGS ENTMT CORP NEW | $3,640 | +33.6% | 186,662 | +70.2% | 1.40% | +10.4% |
The following EDGAR filing(s) were analyzed to create this report:
The EDGAR filing(s) were signed by:
- LUIZ FELIPE DE ALMEIDA CAMPOS — DIRECTOR
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. holdings (13F-HR)
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. significant holdings (13D/G)
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. ownership history
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. portfolio value
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. filings
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