$434 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 19 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 40.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TPX | Buy | TEMPUR SEALY INTL INC | $109,853,000 | +36.6% | 1,571,763 | +39.6% | 25.29% | +5.3% |
HRG | Buy | HRG GROUP INC | $75,686,000 | +46.5% | 5,581,538 | +26.7% | 17.43% | +12.9% |
KHC | Buy | KRAFT HEINZ CO | $75,397,000 | +10.8% | 1,037,560 | +7.7% | 17.36% | -14.5% |
PX | New | PRAXAIR INC | $50,337,000 | – | 491,576 | +100.0% | 11.59% | – |
SIG | Buy | SIGNET JEWELERS LIMITED | $48,409,000 | +204.5% | 392,303 | +235.9% | 11.15% | +134.8% |
Buy | HRG GROUP INC | $16,142,000 | +35.1% | 1,205,421 | +18.3% | 3.72% | +4.1% | |
New | PRAXAIR INC | $10,823,000 | – | 107,104 | +100.0% | 2.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-01-29
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.