DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. - Q4 2016 holdings

$748 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 17 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 33.3% .

 Value Shares↓ Weighting
TPX BuyTEMPUR SEALY INTL INC$177,260,000
+40.7%
2,596,189
+16.6%
23.71%
+4.3%
PX BuyPRAXAIR INC$131,293,000
+7.9%
1,120,346
+11.2%
17.56%
-20.0%
COTY BuyCOTY INC$125,783,000
+340.1%
6,872,178
+401.7%
16.82%
+226.4%
SPB BuySPECTRUM BRANDS HLDGS INC$77,157,000
+71.2%
630,731
+92.7%
10.32%
+27.0%
KHC BuyKRAFT HEINZ CO$72,293,000
+0.9%
827,910
+3.5%
9.67%
-25.1%
MELI BuyMERCADOLIBRE INC$46,644,000
+49.0%
298,793
+76.6%
6.24%
+10.5%
NewPRAXAIR INC$17,687,000150,923
+100.0%
2.37%
NewHRG GROUP INC$4,910,000315,552
+100.0%
0.66%
Original filings

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

  • View 13F-HR filed 2017-01-26
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 2016 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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