DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2014 13F Holdings

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2014 holdings
TickerName Value Shares↓ Weighting
COTY COTY INCAdd  $81,746
56.8%
4,805,234
36.5%
22.19%
13.9%
MDLZ MONDELEZ INTL INCcl aAdd  $57,086
32.9%
1,519,163
20.3%
15.50%
-3.4%
TPX TEMPUR SEALY INTL INCAdd  $52,958
42.9%
887,825
20.6%
14.38%
3.8%
BUD ANHEUSER BUSCH INBEV S...sponsored adr  $41,336
9.2%
359,5770.0%11.22%
-20.7%
PACD PACIFIC DRILLING SA LU...Add  $40,653
-3.3%
4,068,580
4.6%
11.04%
-29.8%
SIX SIX FLAGS ENTMT CORP NEWAdd  $32,640
378.6%
775,580
333.7%
8.86%
247.8%
OCN OCWEN FINL CORPAdd  $31,049
3.2%
837,630
4.1%
8.43%
-25.0%
POST POST HLDGS INCNew  $11,363224,4803.08%
GGB GERDAU S Aspon adr rep pfdReduce  $7,285
-9.2%
1,236,851
-1.2%
1.98%
-34.0%
CZZ COSAN LTDReduce  $6,665
12.7%
491,497
-5.3%
1.81%
-18.1%
CIG COMPANHIA ENERGETICA D...sp adr n-v pfd  $5,559
17.5%
766,5540.0%1.51%
-14.6%
  • DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2014 Portfolio
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  • Quarter
    Q2 2014
  • Total value
    $368 Million
  • Holdings
    19
  • Turnover
    10.0%
  • EDGAR