DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

CIK: 0001546790 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 26, 2017

Total Value ($000): $747,590 (100.0% shares, 0.0% debt)

Holdings (12)

SGI TEMPUR SEALY INTL INC 23.7%

Value ($000) $177,260 Shares 2,596,189 Est. Cost $15.79 Unrealized -5.4%

— PRAXAIR INC 17.6%

Value ($000) $131,293 Shares 1,120,346 Est. Cost $110.52 Unrealized —

COTY COTY INC 16.8%

Value ($000) $125,783 Shares 6,872,178 Est. Cost $18.00 Unrealized +0.9%

— SPECTRUM BRANDS HLDGS INC 10.3%

Value ($000) $77,157 Shares 630,731 Est. Cost $112.55 Unrealized —

KHC KRAFT HEINZ CO 9.7%

Value ($000) $72,293 Shares 827,910 Est. Cost $48.12 Unrealized +17.4%

SIG SIGNET JEWELERS LIMITED 7.2%

Value ($000) $54,029 Shares 573,188 Est. Cost $101.61 Unrealized -28.6%

MELI MERCADOLIBRE INC 6.2%

Value ($000) $46,644 Shares 298,793 Est. Cost $164.92 Unrealized -0.1%

— HRG GROUP INC 4.9%

Value ($000) $36,449 Shares 2,342,494 Est. Cost $12.33 Unrealized —

— PRAXAIR INC 2.4%

Value ($000) $17,687 Shares 150,923 Est. Cost $117.19 Unrealized —

— HRG GROUP INC 0.7%

Value ($000) $4,910 Shares 315,552 Est. Cost $15.56 Unrealized —

— COSAN LTD 0.5%

Value ($000) $3,473 Shares 462,387 Est. Cost $16.17 Unrealized —

BUD ANHEUSER BUSCH INBEV SA/NV 0.1%

Value ($000) $612 Shares 5,808 Est. Cost $110.33 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SGI	TEMPUR SEALY INTL INC	2,596,189	$177,260	23.7%	$15.79	-5.4%	COM	88023U101
—	PRAXAIR INC	1,120,346	$131,293	17.6%	$110.52	—	COM	74005P104
COTY	COTY INC	6,872,178	$125,783	16.8%	$18.00	+0.9%	COM CL A	222070203
—	SPECTRUM BRANDS HLDGS INC	630,731	$77,157	10.3%	$112.55	—	COM	84763R101
KHC	KRAFT HEINZ CO	827,910	$72,293	9.7%	$48.12	+17.4%	COM	500754106
SIG	SIGNET JEWELERS LIMITED	573,188	$54,029	7.2%	$101.61	-28.6%	SHS	G81276100
MELI	MERCADOLIBRE INC	298,793	$46,644	6.2%	$164.92	-0.1%	COM	58733R102
—	HRG GROUP INC	2,342,494	$36,449	4.9%	$12.33	—	COM	40434J100
—	PRAXAIR INC	150,923	$17,687	2.4%	$117.19	—	COM	74005P105
—	HRG GROUP INC	315,552	$4,910	0.7%	$15.56	—	COM	40434J101
—	COSAN LTD	462,387	$3,473	0.5%	$16.17	—	SHS A	G25343107
BUD	ANHEUSER BUSCH INBEV SA/NV	5,808	$612	0.1%	$110.33	—	SPONSORED ADR	03524A108