DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2019 holdings

$675 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 9 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 44.4% .

 Value Shares↓ Weighting
MELI SellMERCADOLIBRE INC$234,149
+58.2%
470,381
-9.4%
34.70%
+26.2%
LIN SellLINDE PLC$163,286
+9.9%
928,132
-2.6%
24.20%
-12.3%
TPX SellTEMPUR SEALY INTL INC$96,842
-14.1%
1,679,249
-38.3%
14.35%
-31.5%
CZZ SellCOSAN LTD$55,156
+23.9%
4,777,315
-6.1%
8.18%
-1.1%
EA BuyELECTRONIC ARTS INC$52,534
+260.6%
521,231
+182.4%
7.79%
+187.7%
SIX NewSIX FLAGS ENTMT CORP NEW$30,040617,223
+100.0%
4.45%
BUD SellANHEUSER BUSCH INBEV SA/NVsponsored adr$24,892
-6.6%
296,443
-26.8%
3.69%
-25.5%
KHC SellKRAFT HEINZ CO$9,840
-64.5%
301,393
-53.2%
1.46%
-71.7%
VALE NewVALE S Asponsored ads$7,980611,027
+100.0%
1.18%
COTY ExitCOTY INC$0-98,506
-100.0%
-0.12%
SPB ExitSPECTRUM BRANDS HLDGS INC NE$0-353,154
-100.0%
-2.77%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • LUIZ FELIPE DE ALMEIDA CAMPOS — DIRECTOR

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EDGAR filings