DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. - Q2 2014 holdings

$368 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 19 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 16.7% .

 Value Shares↓ Weighting
COTY BuyCOTY INC$81,746,000
+56.8%
4,805,234
+36.5%
22.19%
+13.9%
MDLZ BuyMONDELEZ INTL INCcl a$57,086,000
+32.9%
1,519,163
+20.3%
15.50%
-3.4%
TPX BuyTEMPUR SEALY INTL INC$52,958,000
+42.9%
887,825
+20.6%
14.38%
+3.8%
PACD BuyPACIFIC DRILLING SA LUXEMBOU$40,653,000
-3.3%
4,068,580
+4.6%
11.04%
-29.8%
SIX BuySIX FLAGS ENTMT CORP NEW$32,640,000
+378.6%
775,580
+333.7%
8.86%
+247.8%
OCN BuyOCWEN FINL CORP$31,049,000
+3.2%
837,630
+4.1%
8.43%
-25.0%
POST NewPOST HLDGS INC$11,363,000224,480
+100.0%
3.08%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2014-08-19
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
TEMPUR SEALY INTL INC37Q3 202328.4%
ANHEUSER-BUSCH INBEV SA/NV37Q4 202224.7%
COSAN LTD31Q4 202011.8%
MERCADOLIBRE INC28Q3 202334.7%
COTY INC23Q4 201836.2%
VALE SA19Q3 202316.7%
GERDAU SA19Q3 20224.7%
NATURA &CO HOLDING S A15Q3 202320.8%
KRAFT HEINZ CO15Q1 201920.3%
SPECTRUM BRANDS HLDGS INC42445615Q3 201812.8%

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete holdings history.

Latest significant ownerships (13-D/G)
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2014 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Cosan Ltd.February 16, 20218,771,0016.9%
AVON PRODUCTS INCFebruary 14, 202031,878,4947.2%
Garrett Motion Inc.February 14, 20203,773,8455.0%
TEMPUR SEALY INTERNATIONAL, INC.February 14, 20192,723,1215.0%

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-14
SC 13G/A2024-02-14
SC 13D/A2023-12-01
13F-HR/A2023-11-17
13F-HR2023-11-14
SC 13D/A2023-09-21
13F-HR/A2023-09-01
13F-HR/A2023-09-01
13F-HR2023-08-14
13F-HR/A2023-06-14

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete filings history.

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