$286 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 18 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 45.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| COTY | Buy | COTY INC | $86,092,000 | +5.3% | 5,378,234 | +11.9% | 30.08% | +35.5% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $54,512,000 | -4.5% | 1,602,463 | +5.5% | 19.04% | +22.9% |
| PACD | Buy | PACIFIC DRILLING SA LUXEMBOU | $33,605,000 | -17.3% | 4,291,850 | +5.5% | 11.74% | +6.4% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $29,140,000 | -29.5% | 265,995 | -26.0% | 10.18% | -9.3% |
| SIX | Buy | SIX FLAGS ENTMT CORP NEW | $27,678,000 | -15.2% | 818,100 | +5.5% | 9.67% | +9.1% |
| OCN | Buy | OCWEN FINL CORP | $22,475,000 | -27.6% | 886,140 | +5.8% | 7.85% | -6.8% |
| HRG | New | HARBINGER GROUP INC | $14,150,000 | – | 1,099,740 | +100.0% | 4.94% | – |
| SPB | New | SPECTRUM BRANDS HLDGS INC | $8,695,000 | – | 98,168 | +100.0% | 3.04% | – |
| CZZ | Sell | COSAN LTD | $5,152,000 | -22.7% | 478,791 | -2.6% | 1.80% | -0.5% |
| GGB | Sell | GERDAU S Aspon adr rep pfd | $4,737,000 | -35.0% | 986,851 | -20.2% | 1.66% | -16.3% |
| CIG | Exit | COMPANHIA ENERGETICA DE MINAsp adr n-v pfd | $0 | – | -766,554 | -100.0% | -1.51% | – |
| POST | Exit | POST HLDGS INC | $0 | – | -224,480 | -100.0% | -3.08% | – |
| TPX | Exit | TEMPUR SEALY INTL INC | $0 | – | -887,825 | -100.0% | -14.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-11-13
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.