$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 | Buy | TEMPUR SEALY INTL INC | $177,260,000 | +40.7% | 2,596,189 | +16.6% | 23.71% | +4.3% |
PX | Buy | PRAXAIR INC | $131,293,000 | +7.9% | 1,120,346 | +11.2% | 17.56% | -20.0% |
COTY | Buy | COTY INC | $125,783,000 | +340.1% | 6,872,178 | +401.7% | 16.82% | +226.4% |
SPB | Buy | SPECTRUM BRANDS HLDGS INC | $77,157,000 | +71.2% | 630,731 | +92.7% | 10.32% | +27.0% |
KHC | Buy | KRAFT HEINZ CO | $72,293,000 | +0.9% | 827,910 | +3.5% | 9.67% | -25.1% |
MELI | Buy | MERCADOLIBRE INC | $46,644,000 | +49.0% | 298,793 | +76.6% | 6.24% | +10.5% |
New | PRAXAIR INC | $17,687,000 | – | 150,923 | +100.0% | 2.37% | – | |
New | HRG GROUP INC | $4,910,000 | – | 315,552 | +100.0% | 0.66% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-01-26
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.