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
+21.6%
1,204,180
+7.2%
32.73%
+7.4%
TPX  TEMPUR SEALY INTL INC$157,117
+14.3%
3,034,9240.0%26.09%
+1.0%
MELI BuyMERCADOLIBRE INC$149,389
+31.1%
457,582
+42.2%
24.81%
+15.8%
KHC  KRAFT HEINZ CO$43,461
-1.0%
704,5380.0%7.22%
-12.5%
SPB SellSPECTRUM BRANDS HLDGS INC$30,645
-31.7%
387,524
-10.4%
5.09%
-39.6%
CZZ BuyCOSAN 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%
15,1880.0%0.25%
-19.1%
COTY  COTY INC$1,389
-23.0%
98,5060.0%0.23%
-31.9%
Signed by
  • LUIZ FELIPE DE ALMEIDA CAMPOS — DIRECTOR

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