DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2013 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2013-08-14

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 14, 2013

Total Value: $191M (100.0% shares, 0.0% debt)

Holdings (9)

BUD ANHEUSER BUSCH INBEV SA/NV 24.7%

Value $47.02M Shares 520,973 Est. Cost $90.26 Unrealized —

MDLZ MONDELEZ INTL INC 19.1%

Value $36.4M Shares 1,275,763 Est. Cost $23.16 Unrealized 0.0%

— PACIFIC DRILLING SA LUXEMBOU 14.9%

Value $28.32M Shares 2,895,301 Est. Cost $9.78 Unrealized —

COTY COTY INC 13.1%

Value $25.04M Shares 1,457,650 Est. Cost $14.38 Unrealized 0.0%

— SIX FLAGS ENTMT CORP NEW 8.7%

Value $16.57M Shares 471,278 Est. Cost $35.16 Unrealized —

SIG SIGNET JEWELERS LIMITED 8.3%

Value $15.75M Shares 233,564 Est. Cost $54.92 Unrealized 0.0%

— COSAN LTD 4.4%

Value $8.383M Shares 518,568 Est. Cost $16.17 Unrealized —

GGB GERDAU S A 4.0%

Value $7.651M Shares 1,340,000 Est. Cost $5.71 Unrealized —

CIG COMPANHIA ENERGETICA DE MINA 2.9%

Value $5.441M Shares 606,600 Est. Cost $8.97 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BUD	ANHEUSER BUSCH INBEV SA/NV	520,973	$47.02M	24.7%	$90.26	—	SPONSORED ADR	03524A108
MDLZ	MONDELEZ INTL INC	1,275,763	$36.4M	19.1%	$23.16	0.0%	CL A	609207105
—	PACIFIC DRILLING SA LUXEMBOU	2,895,301	$28.32M	14.9%	$9.78	—	REG SHS	L7257P106
COTY	COTY INC	1,457,650	$25.04M	13.1%	$14.38	0.0%	COM CL A	222070203
—	SIX FLAGS ENTMT CORP NEW	471,278	$16.57M	8.7%	$35.16	—	COM	83001A102
SIG	SIGNET JEWELERS LIMITED	233,564	$15.75M	8.3%	$54.92	0.0%	SHS	G81276100
—	COSAN LTD	518,568	$8.383M	4.4%	$16.17	—	SHS A	G25343107
GGB	GERDAU S A	1,340,000	$7.651M	4.0%	$5.71	—	SPON ADR REP PFD	373737105
CIG	COMPANHIA ENERGETICA DE MINA	606,600	$5.441M	2.9%	$8.97	—	SP ADR N-V PFD	204409601