DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2013 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2013-11-14

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 14, 2013

Total Value: $215M (100.0% shares, 0.0% debt)

Holdings (9)

MDLZ MONDELEZ INTL INC 22.4%

Value $48.17M Shares 1,612,963 Est. Cost $23.27 Unrealized +1.9%

COTY COTY INC 22.2%

Value $47.69M Shares 3,107,091 Est. Cost $14.17 Unrealized -1.3%

— PACIFIC DRILLING SA LUXEMBOU 17.3%

Value $37.27M Shares 3,478,098 Est. Cost $9.94 Unrealized —

BUD ANHEUSER BUSCH INBEV SA/NV 15.5%

Value $33.28M Shares 336,915 Est. Cost $90.26 Unrealized —

SIG SIGNET JEWELERS LIMITED 10.8%

Value $23.29M Shares 342,566 Est. Cost $55.63 Unrealized +2.7%

GGB GERDAU S A 4.7%

Value $9.996M Shares 1,340,000 Est. Cost $5.71 Unrealized —

— COSAN LTD 3.7%

Value $7.973M Shares 518,768 Est. Cost $16.17 Unrealized —

CIG COMPANHIA ENERGETICA DE MINA 2.1%

Value $4.544M Shares 606,600 Est. Cost $8.97 Unrealized —

— SIX FLAGS ENTMT CORP NEW 1.3%

Value $2.725M Shares 109,652 Est. Cost $35.16 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MDLZ	MONDELEZ INTL INC	1,612,963	$48.17M	22.4%	$23.27	+1.9%	CL A	609207105
COTY	COTY INC	3,107,091	$47.69M	22.2%	$14.17	-1.3%	COM CL A	222070203
—	PACIFIC DRILLING SA LUXEMBOU	3,478,098	$37.27M	17.3%	$9.94	—	REG SHS	L7257P106
BUD	ANHEUSER BUSCH INBEV SA/NV	336,915	$33.28M	15.5%	$90.26	—	SPONSORED ADR	03524A108
SIG	SIGNET JEWELERS LIMITED	342,566	$23.29M	10.8%	$55.63	+2.7%	SHS	G81276100
GGB	GERDAU S A	1,340,000	$9.996M	4.7%	$5.71	—	SPON ADR REP PFD	373737105
—	COSAN LTD	518,768	$7.973M	3.7%	$16.17	—	SHS A	G25343107
CIG	COMPANHIA ENERGETICA DE MINA	606,600	$4.544M	2.1%	$8.97	—	SP ADR N-V PFD	204409601
—	SIX FLAGS ENTMT CORP NEW	109,652	$2.725M	1.3%	$35.16	—	COM	83001A102