$388 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 16 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 22.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| COTY | Sell | COTY INC | $123,372,000 | +1.6% | 3,859,014 | -23.0% | 31.76% | -12.2% |
| KRFT | Buy | KRAFT FOODS GROUP INC | $71,626,000 | +20.0% | 841,270 | +22.6% | 18.44% | +3.7% |
| HRG | Buy | HARBINGER GROUP INC | $67,279,000 | +98.3% | 5,274,873 | +94.0% | 17.32% | +71.3% |
| TPX | New | TEMPUR SEALY INTL INC | $64,678,000 | – | 981,455 | +100.0% | 16.65% | – |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $37,785,000 | -3.6% | 918,452 | -15.4% | 9.73% | -16.7% |
| PACD | PACIFIC DRILLING SA LUXEMBOU | $16,466,000 | -28.0% | 5,880,923 | 0.0% | 4.24% | -37.8% | |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $3,060,000 | -76.1% | 25,296 | -75.9% | 0.79% | -79.3% |
| CZZ | Sell | COSAN LTD | $2,848,000 | -6.0% | 462,387 | -3.4% | 0.73% | -18.8% |
| SIX | Sell | SIX FLAGS ENTMT CORP NEW | $1,293,000 | -96.9% | 28,823 | -96.6% | 0.33% | -97.3% |
| GGB | Exit | GERDAU S Aspon adr rep pfd | $0 | – | -370,781 | -100.0% | -0.35% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-06
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.