$532 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 8 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PX | Sell | PRAXAIR INC | $162,077 | -22.8% | 1,123,195 | -17.2% | 30.47% | -0.0% |
| TPX | Buy | TEMPUR SEALY INTL INC | $137,452 | -20.5% | 3,034,924 | +10.0% | 25.84% | +2.9% |
| MELI | Sell | MERCADOLIBRE INC | $113,965 | +5.9% | 321,839 | -5.9% | 21.42% | +37.1% |
| SPB | Buy | SPECTRUM BRANDS HLDGS INC | $44,853 | -5.9% | 432,524 | +2.0% | 8.43% | +21.8% |
| KHC | Sell | KRAFT HEINZ CO | $43,886 | -26.2% | 704,538 | -7.8% | 8.25% | -4.4% |
| CZZ | Buy | COSAN LTD | $26,279 | +54.4% | 2,529,225 | +35.2% | 4.94% | +99.8% |
| COTY | Sell | COTY INC | $1,803 | -90.1% | 98,506 | -89.2% | 0.34% | -87.1% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $1,670 | -63.0% | 15,188 | -62.4% | 0.31% | -52.1% |
| FWONA | Exit | LIBERTY MEDIA CORP DELAWARE | $0 | – | -774,730 | -100.0% | -3.68% | – |
| FWONK | Exit | LIBERTY MEDIA CORP DELAWARE | $0 | – | -764,677 | -100.0% | -3.79% | – |
Source
Signed by
- LUIZ FELIPE DE ALMEIDA CAMPOS — DIRECTOR
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. holdings (13F-HR)
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. significant holdings (13D/G)
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. ownership history
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. portfolio value
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. filings
- Similar filers BETA
Compare quarterly holdings
Export DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s holdings