$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 | Buy | PRAXAIR INC | $197,078 | +21.6% | 1,204,180 | +7.2% | 32.73% | +7.4% |
| TPX | TEMPUR SEALY INTL INC | $157,117 | +14.3% | 3,034,924 | 0.0% | 26.09% | +1.0% | |
| MELI | Buy | MERCADOLIBRE INC | $149,389 | +31.1% | 457,582 | +42.2% | 24.81% | +15.8% |
| KHC | KRAFT HEINZ CO | $43,461 | -1.0% | 704,538 | 0.0% | 7.22% | -12.5% | |
| SPB | Sell | SPECTRUM BRANDS HLDGS INC | $30,645 | -31.7% | 387,524 | -10.4% | 5.09% | -39.6% |
| CZZ | Buy | COSAN LTD | $21,531 | -18.1% | 2,821,997 | +11.6% | 3.58% | -27.6% |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $1,530 | -8.4% | 15,188 | 0.0% | 0.25% | -19.1% | |
| COTY | COTY INC | $1,389 | -23.0% | 98,506 | 0.0% | 0.23% | -31.9% |
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
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