$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 | Buy | TEMPUR SEALY INTL INC | $80,405,000 | +24.3% | 1,125,655 | +14.7% | 24.01% | +44.2% |
COTY | Sell | COTY INC | $70,682,000 | -42.7% | 2,612,044 | -32.3% | 21.11% | -33.5% |
KHC | New | KRAFT HEINZ CO | $68,023,000 | – | 963,770 | +100.0% | 20.32% | – |
HRG | New | HRG GROUP INC | $51,668,000 | – | 4,404,803 | +100.0% | 15.43% | – |
SPB | New | SPECTRUM BRANDS HLDGS INC | $20,216,000 | – | 220,920 | +100.0% | 6.04% | – |
SIG | New | SIGNET JEWELERS LIMITED | $15,900,000 | – | 116,803 | +100.0% | 4.75% | – |
New | HRG GROUP INC | $11,949,000 | – | 1,018,647 | +100.0% | 3.57% | – | |
PACD | PACIFIC DRILLING SA LUXEMBOU | $7,351,000 | -55.4% | 5,880,923 | 0.0% | 2.20% | -48.2% | |
New | SPECTRUM BRANDS HLDGS INC | $2,386,000 | – | 51,251 | +100.0% | 0.71% | – | |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $1,882,000 | -38.5% | 17,696 | -30.0% | 0.56% | -28.7% |
VIV | New | TELEFONICA BRASIL ASsponsored adr | $1,726,000 | – | 188,996 | +100.0% | 0.52% | – |
CZZ | COSAN LTD | $1,336,000 | -53.1% | 462,387 | 0.0% | 0.40% | -45.6% | |
SIX | SIX FLAGS ENTMT CORP NEW | $1,319,000 | +2.0% | 28,823 | 0.0% | 0.39% | +18.3% | |
MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -918,452 | -100.0% | -9.73% | – |
HRG | Exit | HARBINGER GROUP INC | $0 | – | -5,274,873 | -100.0% | -17.32% | – |
KRFT | Exit | KRAFT 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
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.