$538 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 9 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 62.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LIN | New | LINDE PLC | $148,617 | – | 952,432 | +100.0% | 27.61% | – |
| MELI | Buy | MERCADOLIBRE INC | $148,023 | -0.3% | 519,257 | +19.1% | 27.50% | -0.3% |
| TPX | Sell | TEMPUR SEALY INTL INC | $112,737 | -26.4% | 2,723,121 | -5.9% | 20.94% | -26.4% |
| CZZ | Buy | COSAN LTD | $44,505 | +82.6% | 5,086,030 | +39.6% | 8.27% | +82.6% |
| KHC | Sell | KRAFT HEINZ CO | $27,694 | -24.0% | 643,458 | -2.7% | 5.14% | -24.0% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $26,646 | +1903.5% | 404,893 | +2565.9% | 4.95% | +1904.0% |
| SPB | New | SPECTRUM BRANDS HLDGS INC NE | $14,921 | – | 353,154 | +100.0% | 2.77% | – |
| EA | New | ELECTRONIC ARTS INC | $14,567 | – | 184,600 | +100.0% | 2.71% | – |
| COTY | COTY INC | $646 | -47.8% | 98,506 | 0.0% | 0.12% | -47.8% | |
| SPB | Exit | SPECTRUM BRANDS HLDGS INC | $0 | – | -363,354 | -100.0% | -5.04% | – |
| PX | Exit | PRAXAIR INC | $0 | – | -911,914 | -100.0% | -27.16% | – |
The following EDGAR filing(s) were analyzed to create this report:
The EDGAR filing(s) were 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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