DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. - Q3 2015 holdings

$335 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 19 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 111.1% .

 Value Shares↓ Weighting
TPX BuyTEMPUR SEALY INTL INC$80,405,000
+24.3%
1,125,655
+14.7%
24.01%
+44.2%
COTY SellCOTY INC$70,682,000
-42.7%
2,612,044
-32.3%
21.11%
-33.5%
KHC NewKRAFT HEINZ CO$68,023,000963,770
+100.0%
20.32%
HRG NewHRG GROUP INC$51,668,0004,404,803
+100.0%
15.43%
SPB NewSPECTRUM BRANDS HLDGS INC$20,216,000220,920
+100.0%
6.04%
SIG NewSIGNET JEWELERS LIMITED$15,900,000116,803
+100.0%
4.75%
NewHRG GROUP INC$11,949,0001,018,647
+100.0%
3.57%
PACD  PACIFIC DRILLING SA LUXEMBOU$7,351,000
-55.4%
5,880,9230.0%2.20%
-48.2%
NewSPECTRUM BRANDS HLDGS INC$2,386,00051,251
+100.0%
0.71%
BUD SellANHEUSER BUSCH INBEV SA/NVsponsored adr$1,882,000
-38.5%
17,696
-30.0%
0.56%
-28.7%
VIV NewTELEFONICA BRASIL ASsponsored adr$1,726,000188,996
+100.0%
0.52%
CZZ  COSAN LTD$1,336,000
-53.1%
462,3870.0%0.40%
-45.6%
SIX  SIX FLAGS ENTMT CORP NEW$1,319,000
+2.0%
28,8230.0%0.39%
+18.3%
MDLZ ExitMONDELEZ INTL INCcl a$0-918,452
-100.0%
-9.73%
HRG ExitHARBINGER GROUP INC$0-5,274,873
-100.0%
-17.32%
KRFT ExitKRAFT FOODS GROUP INC$0-841,270
-100.0%
-18.44%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2015-11-16
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
TEMPUR SEALY INTL INC37Q3 202328.4%
ANHEUSER-BUSCH INBEV SA/NV37Q4 202224.7%
COSAN LTD31Q4 202011.8%
MERCADOLIBRE INC28Q3 202334.7%
COTY INC23Q4 201836.2%
VALE SA19Q3 202316.7%
GERDAU SA19Q3 20224.7%
NATURA &CO HOLDING S A15Q3 202320.8%
KRAFT HEINZ CO15Q1 201920.3%
SPECTRUM BRANDS HLDGS INC42445615Q3 201812.8%

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete holdings history.

Latest significant ownerships (13-D/G)
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2015 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Cosan Ltd.February 16, 20218,771,0016.9%
AVON PRODUCTS INCFebruary 14, 202031,878,4947.2%
Garrett Motion Inc.February 14, 20203,773,8455.0%
TEMPUR SEALY INTERNATIONAL, INC.February 14, 20192,723,1215.0%

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-14
SC 13G/A2024-02-14
SC 13D/A2023-12-01
13F-HR/A2023-11-17
13F-HR2023-11-14
SC 13D/A2023-09-21
13F-HR/A2023-09-01
13F-HR/A2023-09-01
13F-HR2023-08-14
13F-HR/A2023-06-14

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete filings history.

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