$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 28.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PX | Sell | PRAXAIR INC | $162,077,000 | -22.8% | 1,123,195 | -17.2% | 30.47% | -0.0% |
| MELI | Sell | MERCADOLIBRE INC | $113,965,000 | +5.9% | 321,839 | -5.9% | 21.42% | +37.1% |
| KHC | Sell | KRAFT HEINZ CO | $43,886,000 | -26.2% | 704,538 | -7.8% | 8.25% | -4.4% |
| COTY | Sell | COTY INC | $1,803,000 | -90.1% | 98,506 | -89.2% | 0.34% | -87.1% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $1,670,000 | -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% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-15
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.