$540 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 18 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 23.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPX | Buy | TEMPUR SEALY INTL INC | $137,905,000 | +25.5% | 2,268,551 | +44.3% | 25.53% | +0.9% |
| KHC | Buy | KRAFT HEINZ CO | $92,274,000 | +22.4% | 1,174,560 | +13.2% | 17.08% | -1.6% |
| HRG | Buy | HRG GROUP INC | $85,816,000 | +13.4% | 6,160,536 | +10.4% | 15.89% | -8.8% |
| PX | Buy | PRAXAIR INC | $73,361,000 | +45.7% | 640,991 | +30.4% | 13.58% | +17.2% |
| SIG | Buy | SIGNET JEWELERS LIMITED | $61,430,000 | +26.9% | 495,283 | +26.3% | 11.37% | +2.0% |
| COTY | Buy | COTY INC | $27,920,000 | +23.1% | 1,003,247 | +13.1% | 5.17% | -1.0% |
| SPB | Buy | SPECTRUM BRANDS HLDGS INC | $25,064,000 | +52.7% | 229,354 | +41.9% | 4.64% | +22.8% |
| Sell | HRG GROUP INC | $15,530,000 | -3.8% | 1,114,895 | -7.5% | 2.88% | -22.7% | |
| Buy | PRAXAIR INC | $13,286,000 | +22.8% | 116,089 | +8.4% | 2.46% | -1.3% | |
| New | NOMAD HLDGS LTD | $4,850,000 | – | 538,400 | +100.0% | 0.90% | – | |
| CZZ | COSAN LTD | $2,274,000 | +33.3% | 462,387 | 0.0% | 0.42% | +7.1% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $380,000 | -0.3% | 3,043 | 0.0% | 0.07% | -20.5% | |
| VIV | Exit | TELEFONICA BRASIL ASsponsored adr | $0 | – | -188,996 | -100.0% | -0.39% | – |
| PACD | Exit | PACIFIC DRILLING SA LUXEMBOU | $0 | – | -5,669,662 | -100.0% | -1.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-05-13
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.