$280 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 14 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 10.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
COTY | Sell | COTY INC | $97,699,000 | +13.5% | 4,728,940 | -12.1% | 34.96% | +16.2% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $61,933,000 | +13.6% | 1,704,963 | +6.4% | 22.16% | +16.4% |
SIX | Buy | SIX FLAGS ENTMT CORP NEW | $37,146,000 | +34.2% | 860,840 | +5.2% | 13.29% | +37.4% |
HRG | Buy | HARBINGER GROUP INC | $35,381,000 | +150.0% | 2,498,657 | +127.2% | 12.66% | +156.1% |
PACD | Buy | PACIFIC DRILLING SA LUXEMBOU | $24,195,000 | -28.0% | 5,214,320 | +21.5% | 8.66% | -26.3% |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $16,100,000 | -44.7% | 143,365 | -46.1% | 5.76% | -43.4% |
CZZ | COSAN LTD | $3,711,000 | -28.0% | 478,791 | 0.0% | 1.33% | -26.2% | |
GGB | Sell | GERDAU S Aspon adr rep pfd | $3,326,000 | -29.8% | 936,851 | -5.1% | 1.19% | -28.1% |
SPB | Sell | SPECTRUM BRANDS HLDGS INC | $9,000 | -99.9% | 100 | -99.9% | 0.00% | -99.9% |
OCN | Exit | OCWEN FINL CORP | $0 | – | -886,140 | -100.0% | -7.85% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-05
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.