DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2016 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2017-01-26

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 26, 2017

Total Value: $748M (100.0% shares, 0.0% debt)

Holdings (12)

SGI TEMPUR SEALY INTL INC 23.7%

Value $177M Shares 2,596,189 Share Price $68.28 * Est. Cost/Share $15.79 Unrealized @ Report Date -5.4%

— PRAXAIR INC 17.6%

Value $131M Shares 1,120,346 Share Price $117.19 Est. Cost/Share $110.52 Unrealized @ Report Date —

COTY COTY INC 16.8%

Value $126M Shares 6,872,178 Share Price $18.30 Est. Cost/Share $18.00 Unrealized @ Report Date +0.9%

— SPECTRUM BRANDS HLDGS INC 10.3%

Value $77.16M Shares 630,731 Share Price $122.33 Est. Cost/Share $112.55 Unrealized @ Report Date —

KHC KRAFT HEINZ CO 9.7%

Value $72.29M Shares 827,910 Share Price $87.32 * Est. Cost/Share $48.12 Unrealized @ Report Date +17.4%

SIG SIGNET JEWELERS LIMITED 7.2%

Value $54.03M Shares 573,188 Share Price $94.26 * Est. Cost/Share $101.61 Unrealized @ Report Date -28.6%

MELI MERCADOLIBRE INC 6.2%

Value $46.64M Shares 298,793 Share Price $156.11 * Est. Cost/Share $164.92 Unrealized @ Report Date -0.1%

— HRG GROUP INC 4.9%

Value $36.45M Shares 2,342,494 Share Price $15.56 Est. Cost/Share $12.33 Unrealized @ Report Date —

— PRAXAIR INC 2.4%

Value $17.69M Shares 150,923 Share Price $117.19 Est. Cost/Share $117.19 Unrealized @ Report Date —

— HRG GROUP INC 0.7%

Value $4.91M Shares 315,552 Share Price $15.56 Est. Cost/Share $15.56 Unrealized @ Report Date —

— COSAN LTD 0.5%

Value $3.473M Shares 462,387 Share Price $7.51 Est. Cost/Share $16.17 Unrealized @ Report Date —

BUD ANHEUSER BUSCH INBEV SA/NV 0.1%

Value $612K Shares 5,808 Share Price $105.37 Est. Cost/Share $110.33 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
SGI	TEMPUR SEALY INTL INC	2,596,189	$177M	23.7%	$68.28 *	$15.79	-5.4%	COM	88023U101
—	PRAXAIR INC	1,120,346	$131M	17.6%	$117.19	$110.52	—	COM	74005P104
COTY	COTY INC	6,872,178	$126M	16.8%	$18.30	$18.00	+0.9%	COM CL A	222070203
—	SPECTRUM BRANDS HLDGS INC	630,731	$77.16M	10.3%	$122.33	$112.55	—	COM	84763R101
KHC	KRAFT HEINZ CO	827,910	$72.29M	9.7%	$87.32 *	$48.12	+17.4%	COM	500754106
SIG	SIGNET JEWELERS LIMITED	573,188	$54.03M	7.2%	$94.26 *	$101.61	-28.6%	SHS	G81276100
MELI	MERCADOLIBRE INC	298,793	$46.64M	6.2%	$156.11 *	$164.92	-0.1%	COM	58733R102
—	HRG GROUP INC	2,342,494	$36.45M	4.9%	$15.56	$12.33	—	COM	40434J100
—	PRAXAIR INC	150,923	$17.69M	2.4%	$117.19	$117.19	—	COM	74005P105
—	HRG GROUP INC	315,552	$4.91M	0.7%	$15.56	$15.56	—	COM	40434J101
—	COSAN LTD	462,387	$3.473M	0.5%	$7.51	$16.17	—	SHS A	G25343107
BUD	ANHEUSER BUSCH INBEV SA/NV	5,808	$612K	0.1%	$105.37	$110.33	—	SPONSORED ADR	03524A108