DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2013 13F Holdings

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2013 holdings
TickerName Value Shares↓ Weighting
COTY COTY INCReduce  $45,229
-5.2%
3,007,580
-3.2%
17.39%
-21.6%
MDLZ MONDELEZ INTL INCcl aReduce  $41,896
-13.0%
1,207,663
-25.1%
16.11%
-28.1%
PACD PACIFIC DRILLING SA LU...Reduce  $39,348
5.6%
3,462,229
-0.5%
15.13%
-12.7%
BUD ANHEUSER BUSCH INBEV S...sponsored adr  $35,865
7.8%
336,9150.0%13.79%
-10.9%
SIG SIGNET JEWELERS LIMITEDAdd  $29,874
28.3%
385,266
12.5%
11.49%
6.0%
OCN OCWEN FINL CORPNew  $22,643412,0008.71%
TPX TEMPUR SEALY INTL INCNew  $20,190377,1457.76%
GGB GERDAU S Aspon adr rep pfdReduce  $10,128
1.3%
1,291,851
-3.6%
3.90%
-16.3%
CZZ COSAN LTD  $7,118
-10.7%
518,7680.0%2.74%
-26.2%
CIG COMPANHIA ENERGETICA D...sp adr n-v pfd  $4,097
-9.8%
606,6000.0%1.58%
-25.4%
SIX SIX FLAGS ENTMT CORP NEWAdd  $3,640
33.6%
186,662
70.2%
1.40%
10.4%
  • DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2013 Portfolio
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  • Quarter
    Q4 2013
  • Total value
    $260 Million
  • Holdings
    18
  • Turnover
    22.2%
  • EDGAR