$336 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 15 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 22.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| COTY | Buy | COTY INC | $121,469,000 | +24.3% | 5,012,914 | +6.0% | 36.19% | +3.5% |
| KRFT | New | KRAFT FOODS GROUP INC | $59,678,000 | – | 686,000 | +100.0% | 17.78% | – |
| SIX | Sell | SIX FLAGS ENTMT CORP NEW | $41,475,000 | +11.7% | 856,760 | -0.5% | 12.36% | -7.0% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $39,200,000 | -36.7% | 1,086,152 | -36.3% | 11.68% | -47.3% |
| HRG | Buy | HARBINGER GROUP INC | $33,935,000 | -4.1% | 2,719,078 | +8.8% | 10.11% | -20.1% |
| PACD | Buy | PACIFIC DRILLING SA LUXEMBOU | $22,877,000 | -5.4% | 5,880,923 | +12.8% | 6.82% | -21.3% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $12,797,000 | -20.5% | 104,982 | -26.8% | 3.81% | -33.8% |
| CZZ | COSAN LTD | $3,031,000 | -18.3% | 478,791 | 0.0% | 0.90% | -32.0% | |
| GGB | Sell | GERDAU S Aspon adr rep pfd | $1,186,000 | -64.3% | 370,781 | -60.4% | 0.35% | -70.3% |
| SPB | Exit | SPECTRUM BRANDS HLDGS INC | $0 | – | -100 | -100.0% | -0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-04-27
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.