DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2017 holdings

$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 BuyPRAXAIR INC$177,255
+23.4%
1,337,269
+10.4%
25.44%
+30.2%
TPX BuyTEMPUR SEALY INTL INC$156,548
+21.0%
2,932,157
+5.1%
22.47%
+27.7%
SPB SellSPECTRUM BRANDS HLDGS INC$78,769
-16.5%
629,952
-7.3%
11.31%
-11.9%
COTY SellCOTY INC$78,319
-38.9%
4,174,778
-41.0%
11.24%
-35.5%
KHC SellKRAFT HEINZ CO$70,465
-8.8%
822,810
-3.5%
10.12%
-3.8%
SIG SellSIGNET JEWELERS LIMITED$35,508
-31.6%
561,473
-25.2%
5.10%
-27.9%
MELI SellMERCADOLIBRE INC$34,721
-32.5%
138,396
-43.8%
4.98%
-28.8%
FWONK NewLIBERTY MEDIA CORP DELAWARE$28,511778,577
+100.0%
4.09%
FWONA NewLIBERTY MEDIA CORP DELAWARE$28,495813,430
+100.0%
4.09%
BUD SellANHEUSER BUSCH INBEV SA/NVsponsored adr$5,131
-44.7%
46,489
-45.7%
0.74%
-41.6%
CZZ SellCOSAN LTD$2,893
-25.8%
451,287
-2.4%
0.42%
-21.8%
ExitHRG GROUP INC$0-158,212
-100.0%
-0.41%
ExitPRAXAIR INC$0-144,742
-100.0%
-2.31%
HRG ExitHRG GROUP INC$0-1,323,602
-100.0%
-3.48%

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

The EDGAR filing(s) were signed by:

  • LUIZ FELIPE DE ALMEIDA CAMPOS — DIRECTOR

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EDGAR filings