DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. - Q3 2017 holdings

$695 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 20 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 0.0% .

 Value Shares↓ Weighting
PX SellPRAXAIR INC$180,812,000
+2.0%
1,294,319
-3.2%
26.02%
+2.2%
TPX SellTEMPUR SEALY INTL INC$175,030,000
+11.8%
2,712,801
-7.5%
25.18%
+12.1%
KHC SellKRAFT HEINZ CO$61,760,000
-12.4%
796,650
-3.2%
8.89%
-12.1%
SPB SellSPECTRUM BRANDS HLDGS INC424456$50,373,000
-36.0%
475,744
-24.5%
7.25%
-35.9%
SIG SellSIGNET JEWELERS LIMITED$36,162,000
+1.8%
543,563
-3.2%
5.20%
+2.1%
COTY SellCOTY INC$34,101,000
-56.5%
2,062,997
-50.6%
4.91%
-56.4%
BUD SellANHEUSER BUSCH INBEV SA/NVsponsored adr$3,795,000
-26.0%
31,811
-31.6%
0.55%
-25.9%
Original filings

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

  • View 13F-HR filed 2017-11-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
TEMPUR SEALY INTL INC37Q3 202328.4%
ANHEUSER-BUSCH INBEV SA/NV37Q4 202224.7%
COSAN LTD31Q4 202011.8%
MERCADOLIBRE INC28Q3 202334.7%
COTY INC23Q4 201836.2%
VALE SA19Q3 202316.7%
GERDAU SA19Q3 20224.7%
NATURA &CO HOLDING S A15Q3 202320.8%
KRAFT HEINZ CO15Q1 201920.3%
SPECTRUM BRANDS HLDGS INC42445615Q3 201812.8%

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete holdings history.

Latest significant ownerships (13-D/G)
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2017 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Cosan Ltd.February 16, 20218,771,0016.9%
AVON PRODUCTS INCFebruary 14, 202031,878,4947.2%
Garrett Motion Inc.February 14, 20203,773,8455.0%
TEMPUR SEALY INTERNATIONAL, INC.February 14, 20192,723,1215.0%

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-14
SC 13G/A2024-02-14
SC 13D/A2023-12-01
13F-HR/A2023-11-17
13F-HR2023-11-14
SC 13D/A2023-09-21
13F-HR/A2023-09-01
13F-HR/A2023-09-01
13F-HR2023-08-14
13F-HR/A2023-06-14

View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete filings history.

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