$538 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 8 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TPX | Sell | TEMPUR SEALY INTL INC | $153,079,000 | -2.6% | 2,893,750 | -4.7% | 28.44% | +9.0% |
MELI | Sell | MERCADOLIBRE INC | $148,473,000 | -0.6% | 436,087 | -4.7% | 27.58% | +11.2% |
PX | Sell | PRAXAIR INC | $146,234,000 | -25.8% | 911,914 | -24.3% | 27.16% | -17.0% |
KHC | Sell | KRAFT HEINZ CO | $36,442,000 | -16.2% | 661,258 | -6.1% | 6.77% | -6.2% |
SPB | Sell | SPECTRUM BRANDS HLDGS INC | $27,150,000 | -11.4% | 363,354 | -6.2% | 5.04% | -0.9% |
CZZ | Buy | COSAN LTD | $24,373,000 | +13.2% | 3,642,412 | +29.1% | 4.53% | +26.6% |
BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $1,330,000 | -13.1% | 15,188 | 0.0% | 0.25% | -2.8% | |
COTY | COTY INC | $1,237,000 | -10.9% | 98,506 | 0.0% | 0.23% | -0.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-13
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.