| Ticker | Name | Value | Shares | ↓ Weighting | ||||
|---|---|---|---|---|---|---|---|---|
| LIN | LINDE PLC | New | $148,617 | – | 952,432 | – | 27.61% | – |
| MELI | MERCADOLIBRE INC | Add | $148,023 | -0.3% | 519,257 | 19.1% | 27.50% | -0.3% |
| TPX | TEMPUR SEALY INTL INC | Reduce | $112,737 | -26.4% | 2,723,121 | -5.9% | 20.94% | -26.4% |
| CZZ | COSAN LTD | Add | $44,505 | 82.6% | 5,086,030 | 39.6% | 8.27% | 82.6% |
| KHC | KRAFT HEINZ CO | Reduce | $27,694 | -24.0% | 643,458 | -2.7% | 5.14% | -24.0% |
| BUD | ANHEUSER BUSCH INBEV S...sponsored adr | Add | $26,646 | 1903.5% | 404,893 | 2565.9% | 4.95% | 1904.0% |
| SPB | SPECTRUM BRANDS HLDGS ... | New | $14,921 | – | 353,154 | – | 2.77% | – |
| EA | ELECTRONIC ARTS INC | New | $14,567 | – | 184,600 | – | 2.71% | – |
| COTY | COTY INC | $646 | -47.8% | 98,506 | 0.0% | 0.12% | -47.8% | |
| SPB | SPECTRUM BRANDS HLDGS INC | Sold out | $0 | – | -363,354 | – | -5.04% | – |
| PX | PRAXAIR INC | Sold out | $0 | – | -911,914 | – | -27.16% | – |
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- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2018 Portfolio
- Add to Watchlist Similar Filers BETA
- QuarterQ4 2018
- Total value$538 Million
- Holdings9
- Turnover62.5%
- EDGAR