DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2014 13F Holdings

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2014 holdings
TickerName Value Shares↓ Weighting
COTY COTY INCReduce  $97,699
13.5%
4,728,940
-12.1%
34.96%
16.2%
MDLZ MONDELEZ INTL INCcl aAdd  $61,933
13.6%
1,704,963
6.4%
22.16%
16.4%
SIX SIX FLAGS ENTMT CORP NEWAdd  $37,146
34.2%
860,840
5.2%
13.29%
37.4%
HRG HARBINGER GROUP INCAdd  $35,381
150.0%
2,498,657
127.2%
12.66%
156.1%
PACD PACIFIC DRILLING SA LU...Add  $24,195
-28.0%
5,214,320
21.5%
8.66%
-26.3%
BUD ANHEUSER BUSCH INBEV S...sponsored adrReduce  $16,100
-44.7%
143,365
-46.1%
5.76%
-43.4%
CZZ COSAN LTD  $3,711
-28.0%
478,7910.0%1.33%
-26.2%
GGB GERDAU S Aspon adr rep pfdReduce  $3,326
-29.8%
936,851
-5.1%
1.19%
-28.1%
SPB SPECTRUM BRANDS HLDGS INCReduce  $9
-99.9%
100
-99.9%
0.00%
-99.9%
OCN OCWEN FINL CORPSold out  $0-886,140-7.85%
  • DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2014 Portfolio
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  • Quarter
    Q4 2014
  • Total value
    $280 Million
  • Holdings
    14
  • Turnover
    10.0%
  • EDGAR