$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 | $45,229,000 | -5.2% | 3,007,580 | -3.2% | 17.39% | -21.6% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $41,896,000 | -13.0% | 1,207,663 | -25.1% | 16.11% | -28.1% |
| PACD | Sell | PACIFIC DRILLING SA LUXEMBOU | $39,348,000 | +5.6% | 3,462,229 | -0.5% | 15.13% | -12.7% |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $35,865,000 | +7.8% | 336,915 | 0.0% | 13.79% | -10.9% | |
| SIG | Buy | SIGNET JEWELERS LIMITED | $29,874,000 | +28.3% | 385,266 | +12.5% | 11.49% | +6.0% |
| OCN | New | OCWEN FINL CORP | $22,643,000 | – | 412,000 | +100.0% | 8.71% | – |
| TPX | New | TEMPUR SEALY INTL INC | $20,190,000 | – | 377,145 | +100.0% | 7.76% | – |
| GGB | Sell | GERDAU S Aspon adr rep pfd | $10,128,000 | +1.3% | 1,291,851 | -3.6% | 3.90% | -16.3% |
| CZZ | COSAN LTD | $7,118,000 | -10.7% | 518,768 | 0.0% | 2.74% | -26.2% | |
| CIG | COMPANHIA ENERGETICA DE MINAsp adr n-v pfd | $4,097,000 | -9.8% | 606,600 | 0.0% | 1.58% | -25.4% | |
| SIX | Buy | SIX FLAGS ENTMT CORP NEW | $3,640,000 | +33.6% | 186,662 | +70.2% | 1.40% | +10.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-13
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.