$735 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 17 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PX | Buy | PRAXAIR INC | $143,699,000 | +9.4% | 1,211,627 | +8.1% | 19.55% | +11.3% |
| TPX | Buy | TEMPUR SEALY INTL INC | $129,395,000 | -27.0% | 2,788,762 | +7.4% | 17.60% | -25.8% |
| COTY | Buy | COTY INC | $128,133,000 | +1.9% | 7,076,778 | +3.0% | 17.43% | +3.6% |
| SPB | Buy | SPECTRUM BRANDS HLDGS INC | $94,383,000 | +22.3% | 679,858 | +7.8% | 12.84% | +24.4% |
| KHC | Buy | KRAFT HEINZ CO | $77,296,000 | +6.9% | 852,310 | +2.9% | 10.52% | +8.7% |
| SIG | Buy | SIGNET JEWELERS LIMITED | $51,948,000 | -3.9% | 750,922 | +31.0% | 7.07% | -2.2% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $9,273,000 | +1415.2% | 85,541 | +1372.8% | 1.26% | +1439.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-15
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.