$268 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 16 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 9.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| COTY | Buy | COTY INC | $52,147,000 | +15.3% | 3,520,280 | +17.0% | 19.48% | +12.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $42,958,000 | +2.5% | 1,262,463 | +4.5% | 16.05% | -0.4% |
| PACD | Buy | PACIFIC DRILLING SA LUXEMBOU | $42,059,000 | +6.9% | 3,888,580 | +12.3% | 15.71% | +3.8% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $37,865,000 | +5.6% | 359,577 | +6.7% | 14.15% | +2.6% |
| TPX | Buy | TEMPUR SEALY INTL INC | $37,060,000 | +83.6% | 736,425 | +95.3% | 13.85% | +78.3% |
| OCN | Buy | OCWEN FINL CORP | $30,077,000 | +32.8% | 804,480 | +95.3% | 11.24% | +29.0% |
| GGB | Sell | GERDAU S Aspon adr rep pfd | $8,024,000 | -20.8% | 1,251,851 | -3.1% | 3.00% | -23.0% |
| SIX | Sell | SIX FLAGS ENTMT CORP NEW | $6,820,000 | +87.4% | 178,832 | -4.2% | 2.55% | +82.0% |
| CZZ | COSAN LTD | $5,914,000 | -16.9% | 518,768 | 0.0% | 2.21% | -19.3% | |
| CIG | Buy | COMPANHIA ENERGETICA DE MINAsp adr n-v pfd | $4,731,000 | +15.5% | 766,554 | +26.4% | 1.77% | +12.2% |
| SIG | Exit | SIGNET JEWELERS LIMITED | $0 | – | -385,266 | -100.0% | -11.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-15
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.