DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. - Q2 2018 holdings

$602 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 8 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 0.0% .

 Value Shares↓ Weighting
PX BuyPRAXAIR INC$197,078,000
+21.6%
1,204,180
+7.2%
32.73%
+7.4%
TPX  TEMPUR SEALY INTL INC$157,117,000
+14.3%
3,034,9240.0%26.09%
+1.0%
MELI BuyMERCADOLIBRE INC$149,389,000
+31.1%
457,582
+42.2%
24.81%
+15.8%
KHC  KRAFT HEINZ CO$43,461,000
-1.0%
704,5380.0%7.22%
-12.5%
SPB SellSPECTRUM BRANDS HLDGS INC$30,645,000
-31.7%
387,524
-10.4%
5.09%
-39.6%
CZZ BuyCOSAN LTD$21,531,000
-18.1%
2,821,997
+11.6%
3.58%
-27.6%
BUD  ANHEUSER BUSCH INBEV SA/NVsponsored adr$1,530,000
-8.4%
15,1880.0%0.25%
-19.1%
COTY  COTY INC$1,389,000
-23.0%
98,5060.0%0.23%
-31.9%
Original filings

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

  • View 13F-HR filed 2018-08-14
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. Q2 2018 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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