$697 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 19 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 41.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PX | Buy | PRAXAIR INC | $177,255,000 | +23.4% | 1,337,269 | +10.4% | 25.44% | +30.2% |
| TPX | Buy | TEMPUR SEALY INTL INC | $156,548,000 | +21.0% | 2,932,157 | +5.1% | 22.47% | +27.7% |
| SPB | Sell | SPECTRUM BRANDS HLDGS INC | $78,769,000 | -16.5% | 629,952 | -7.3% | 11.31% | -11.9% |
| COTY | Sell | COTY INC | $78,319,000 | -38.9% | 4,174,778 | -41.0% | 11.24% | -35.5% |
| KHC | Sell | KRAFT HEINZ CO | $70,465,000 | -8.8% | 822,810 | -3.5% | 10.12% | -3.8% |
| SIG | Sell | SIGNET JEWELERS LIMITED | $35,508,000 | -31.6% | 561,473 | -25.2% | 5.10% | -27.9% |
| MELI | Sell | MERCADOLIBRE INC | $34,721,000 | -32.5% | 138,396 | -43.8% | 4.98% | -28.8% |
| FWONK | New | LIBERTY MEDIA CORP DELAWARE | $28,511,000 | – | 778,577 | +100.0% | 4.09% | – |
| FWONA | New | LIBERTY MEDIA CORP DELAWARE | $28,495,000 | – | 813,430 | +100.0% | 4.09% | – |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $5,131,000 | -44.7% | 46,489 | -45.7% | 0.74% | -41.6% |
| CZZ | Sell | COSAN LTD | $2,893,000 | -25.8% | 451,287 | -2.4% | 0.42% | -21.8% |
| Exit | HRG GROUP INC | $0 | – | -158,212 | -100.0% | -0.41% | – | |
| Exit | PRAXAIR INC | $0 | – | -144,742 | -100.0% | -2.31% | – | |
| HRG | Exit | HRG GROUP INC | $0 | – | -1,323,602 | -100.0% | -3.48% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-14
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.