DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2015 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2015-04-27

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 27, 2015

Total Value: $336M (100.0% shares, 0.0% debt)

Holdings (9)

COTY COTY INC 36.2%

Value $121M Shares 5,012,914 Est. Cost $14.25 Unrealized +29.9%

— KRAFT FOODS GROUP INC 17.8%

Value $59.68M Shares 686,000 Est. Cost $86.99 Unrealized —

— SIX FLAGS ENTMT CORP NEW 12.4%

Value $41.48M Shares 856,760 Est. Cost $38.95 Unrealized —

MDLZ MONDELEZ INTL INC 11.7%

Value $39.2M Shares 1,086,152 Est. Cost $24.68 Unrealized +14.8%

— HARBINGER GROUP INC 10.1%

Value $33.94M Shares 2,719,078 Est. Cost $13.50 Unrealized —

— PACIFIC DRILLING SA LUXEMBOU 6.8%

Value $22.88M Shares 5,880,923 Est. Cost $8.41 Unrealized —

BUD ANHEUSER BUSCH INBEV SA/NV 3.8%

Value $12.8M Shares 104,982 Est. Cost $91.21 Unrealized —

— COSAN LTD 0.9%

Value $3.031M Shares 478,791 Est. Cost $16.17 Unrealized —

GGB GERDAU S A 0.4%

Value $1.186M Shares 370,781 Est. Cost $5.71 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
COTY	COTY INC	5,012,914	$121M	36.2%	$14.25	+29.9%	COM CL A	222070203
—	KRAFT FOODS GROUP INC	686,000	$59.68M	17.8%	$86.99	—	COM	50076Q106
—	SIX FLAGS ENTMT CORP NEW	856,760	$41.48M	12.4%	$38.95	—	COM	83001A102
MDLZ	MONDELEZ INTL INC	1,086,152	$39.2M	11.7%	$24.68	+14.8%	CL A	609207105
—	HARBINGER GROUP INC	2,719,078	$33.94M	10.1%	$13.50	—	COM	41146A106
—	PACIFIC DRILLING SA LUXEMBOU	5,880,923	$22.88M	6.8%	$8.41	—	REG SHS	L7257P106
BUD	ANHEUSER BUSCH INBEV SA/NV	104,982	$12.8M	3.8%	$91.21	—	SPONSORED ADR	03524A108
—	COSAN LTD	478,791	$3.031M	0.9%	$16.17	—	SHS A	G25343107
GGB	GERDAU S A	370,781	$1.186M	0.4%	$5.71	—	SPON ADR REP PFD	373737105