| Ticker | Name | Value | Shares | ↓ Weighting | ||||
|---|---|---|---|---|---|---|---|---|
| PX | PRAXAIR INC | Add | $143,699 | 9.4% | 1,211,627 | 8.1% | 19.55% | 11.3% |
| TPX | TEMPUR SEALY INTL INC | Add | $129,395 | -27.0% | 2,788,762 | 7.4% | 17.60% | -25.8% |
| COTY | COTY INC | Add | $128,133 | 1.9% | 7,076,778 | 3.0% | 17.43% | 3.6% |
| SPB | SPECTRUM BRANDS HLDGS INC | Add | $94,383 | 22.3% | 679,858 | 7.8% | 12.84% | 24.4% |
| KHC | KRAFT HEINZ CO | Add | $77,296 | 6.9% | 852,310 | 2.9% | 10.52% | 8.7% |
| SIG | SIGNET JEWELERS LIMITED | Add | $51,948 | -3.9% | 750,922 | 31.0% | 7.07% | -2.2% |
| MELI | MERCADOLIBRE INC | Reduce | $51,470 | 10.3% | 246,428 | -17.5% | 7.00% | 12.2% |
| HRG | HRG GROUP INC | Reduce | $25,572 | -29.8% | 1,323,602 | -43.5% | 3.48% | -28.7% |
| PRAXAIR INC | Reduce | $16,955 | -4.1% | 144,742 | -4.1% | 2.31% | -2.5% | |
| BUD | ANHEUSER BUSCH INBEV S...sponsored adr | Add | $9,273 | 1415.2% | 85,541 | 1372.8% | 1.26% | 1439.0% |
| CZZ | COSAN LTD | $3,900 | 12.3% | 462,387 | 0.0% | 0.53% | 14.2% | |
| HRG GROUP INC | Reduce | $3,019 | -38.5% | 158,212 | -49.9% | 0.41% | -37.4% | |
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- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2017 Portfolio
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- QuarterQ1 2017
- Total value$735 Million
- Holdings17
- Turnover0.0%
- EDGAR