DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2017 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2017-05-15

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 15, 2017

Total Value: $735M (100.0% shares, 0.0% debt)

Holdings (12)

— PRAXAIR INC 19.5%

Value $144M Shares 1,211,627 Share Price $118.60 Est. Cost/Share $111.13 Unrealized @ Report Date —

SGI TEMPUR SEALY INTL INC 17.6%

Value $129M Shares 2,788,762 Share Price $46.40 * Est. Cost/Share $15.59 Unrealized @ Report Date -17.6%

COTY COTY INC 17.4%

Value $128M Shares 7,076,778 Share Price $18.11 * Est. Cost/Share $17.97 Unrealized @ Report Date -6.7%

— SPECTRUM BRANDS HLDGS INC 12.8%

Value $94.38M Shares 679,858 Share Price $138.83 Est. Cost/Share $114.45 Unrealized @ Report Date —

KHC KRAFT HEINZ CO 10.5%

Value $77.3M Shares 852,310 Share Price $90.69 * Est. Cost/Share $48.45 Unrealized @ Report Date +23.7%

SIG SIGNET JEWELERS LIMITED 7.1%

Value $51.95M Shares 750,922 Share Price $69.18 * Est. Cost/Share $92.24 Unrealized @ Report Date -32.8%

MELI MERCADOLIBRE INC 7.0%

Value $51.47M Shares 246,428 Share Price $208.86 * Est. Cost/Share $164.92 Unrealized @ Report Date +18.5%

— HRG GROUP INC 3.5%

Value $25.57M Shares 1,323,602 Share Price $19.32 Est. Cost/Share $12.33 Unrealized @ Report Date —

— PRAXAIR INC 2.3%

Value $16.95M Shares 144,742 Share Price $117.14 Est. Cost/Share $117.19 Unrealized @ Report Date —

BUD ANHEUSER BUSCH INBEV SA/NV 1.3%

Value $9.273M Shares 85,541 Share Price $108.40 Est. Cost/Share $108.53 Unrealized @ Report Date —

— COSAN LTD 0.5%

Value $3.9M Shares 462,387 Share Price $8.43 Est. Cost/Share $16.17 Unrealized @ Report Date —

— HRG GROUP INC 0.4%

Value $3.019M Shares 158,212 Share Price $19.08 Est. Cost/Share $15.56 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
—	PRAXAIR INC	1,211,627	$144M	19.5%	$118.60	$111.13	—	COM	74005P104
SGI	TEMPUR SEALY INTL INC	2,788,762	$129M	17.6%	$46.40 *	$15.59	-17.6%	COM	88023U101
COTY	COTY INC	7,076,778	$128M	17.4%	$18.11 *	$17.97	-6.7%	COM CL A	222070203
—	SPECTRUM BRANDS HLDGS INC	679,858	$94.38M	12.8%	$138.83	$114.45	—	COM	84763R101
KHC	KRAFT HEINZ CO	852,310	$77.3M	10.5%	$90.69 *	$48.45	+23.7%	COM	500754106
SIG	SIGNET JEWELERS LIMITED	750,922	$51.95M	7.1%	$69.18 *	$92.24	-32.8%	SHS	G81276100
MELI	MERCADOLIBRE INC	246,428	$51.47M	7.0%	$208.86 *	$164.92	+18.5%	COM	58733R102
—	HRG GROUP INC	1,323,602	$25.57M	3.5%	$19.32	$12.33	—	COM	40434J100
—	PRAXAIR INC	144,742	$16.95M	2.3%	$117.14	$117.19	—	COM	74005P105
BUD	ANHEUSER BUSCH INBEV SA/NV	85,541	$9.273M	1.3%	$108.40	$108.53	—	SPONSORED ADR	03524A108
—	COSAN LTD	462,387	$3.9M	0.5%	$8.43	$16.17	—	SHS A	G25343107
—	HRG GROUP INC	158,212	$3.019M	0.4%	$19.08	$15.56	—	COM	40434J101