DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2016 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2016-08-05

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 5, 2016

Total Value: $523M (100.0% shares, 0.0% debt)

Holdings (9)

SGI TEMPUR SEALY INTL INC 26.4%

Value $138M Shares 2,491,956 Est. Cost $15.93 Unrealized -7.4%

KHC KRAFT HEINZ CO 17.7%

Value $92.33M Shares 1,043,560 Est. Cost $47.83 Unrealized +12.0%

— HRG GROUP INC 16.7%

Value $87.16M Shares 6,348,036 Est. Cost $12.33 Unrealized —

— PRAXAIR INC 16.6%

Value $86.71M Shares 772,210 Est. Cost $106.41 Unrealized —

SIG SIGNET JEWELERS LIMITED 9.6%

Value $50.3M Shares 610,388 Est. Cost $101.61 Unrealized -17.8%

— SPECTRUM BRANDS HLDGS INC 7.5%

Value $38.99M Shares 326,828 Est. Cost $103.48 Unrealized —

COTY COTY INC 5.0%

Value $26.07M Shares 1,003,247 Est. Cost $15.24 Unrealized +56.4%

— COSAN LTD 0.6%

Value $3.01M Shares 462,387 Est. Cost $16.17 Unrealized —

BUD ANHEUSER BUSCH INBEV SA/NV 0.1%

Value $401K Shares 3,043 Est. Cost $91.21 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SGI	TEMPUR SEALY INTL INC	2,491,956	$138M	26.4%	$15.93	-7.4%	COM	88023U101
KHC	KRAFT HEINZ CO	1,043,560	$92.33M	17.7%	$47.83	+12.0%	COM	500754106
—	HRG GROUP INC	6,348,036	$87.16M	16.7%	$12.33	—	COM	40434J100
—	PRAXAIR INC	772,210	$86.71M	16.6%	$106.41	—	COM	74005P104
SIG	SIGNET JEWELERS LIMITED	610,388	$50.3M	9.6%	$101.61	-17.8%	SHS	G81276100
—	SPECTRUM BRANDS HLDGS INC	326,828	$38.99M	7.5%	$103.48	—	COM	84763R101
COTY	COTY INC	1,003,247	$26.07M	5.0%	$15.24	+56.4%	COM CL A	222070203
—	COSAN LTD	462,387	$3.01M	0.6%	$16.17	—	SHS A	G25343107
BUD	ANHEUSER BUSCH INBEV SA/NV	3,043	$401K	0.1%	$91.21	—	SPONSORED ADR	03524A108