DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. - Q4 2015 holdings

$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 33.3% .

 Value Shares↓ Weighting
COTY SellCOTY INC$22,687,000
-67.9%
887,047
-66.0%
5.22%
-75.3%
SPB SellSPECTRUM BRANDS HLDGS INC$16,418,000
-18.8%
161,678
-26.8%
3.78%
-37.4%
PACD SellPACIFIC DRILLING SA LUXEMBOU$4,762,000
-35.2%
5,669,662
-3.6%
1.10%
-50.1%
BUD SellANHEUSER BUSCH INBEV SA/NVsponsored adr$381,000
-79.8%
3,043
-82.8%
0.09%
-84.3%
SIX ExitSIX FLAGS ENTMT CORP NEW$0-28,823
-100.0%
-0.39%
ExitSPECTRUM BRANDS HLDGS INC$0-51,251
-100.0%
-0.71%
Original filings

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

  • View 13F-HR filed 2016-01-29
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. Q4 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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