DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

CIK: 0001546790 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 14, 2018

Total Value ($000): $688,659 (100.0% shares, 0.0% debt)

Holdings (10)

— PRAXAIR INC 30.5%

Value ($000) $209,862 Shares 1,356,749 Est. Cost $115.06 Unrealized —

SGI TEMPUR SEALY INTL INC 25.1%

Value ($000) $172,960 Shares 2,758,966 Est. Cost $15.40 Unrealized -1.0%

MELI MERCADOLIBRE INC 15.6%

Value ($000) $107,617 Shares 342,022 Est. Cost $225.14 Unrealized +20.1%

KHC KRAFT HEINZ CO 8.6%

Value ($000) $59,429 Shares 764,270 Est. Cost $48.45 Unrealized +10.2%

— SPECTRUM BRANDS HLDGS INC 6.9%

Value ($000) $47,660 Shares 424,024 Est. Cost $114.45 Unrealized —

— LIBERTY MEDIA CORP DELAWARE 3.8%

Value ($000) $26,121 Shares 764,677 Est. Cost $36.64 Unrealized —

— LIBERTY MEDIA CORP DELAWARE 3.7%

Value ($000) $25,350 Shares 774,730 Est. Cost $35.03 Unrealized —

COTY COTY INC 2.6%

Value ($000) $18,129 Shares 911,473 Est. Cost $17.97 Unrealized -14.0%

— COSAN LTD 2.5%

Value ($000) $17,022 Shares 1,870,971 Est. Cost $10.36 Unrealized —

BUD ANHEUSER BUSCH INBEV SA/NV 0.7%

Value ($000) $4,509 Shares 40,421 Est. Cost $109.18 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	PRAXAIR INC	1,356,749	$209,862	30.5%	$115.06	—	COM	74005P104
SGI	TEMPUR SEALY INTL INC	2,758,966	$172,960	25.1%	$15.40	-1.0%	COM	88023U101
MELI	MERCADOLIBRE INC	342,022	$107,617	15.6%	$225.14	+20.1%	COM	58733R102
KHC	KRAFT HEINZ CO	764,270	$59,429	8.6%	$48.45	+10.2%	COM	500754106
—	SPECTRUM BRANDS HLDGS INC	424,024	$47,660	6.9%	$114.45	—	COM	84763R101
—	LIBERTY MEDIA CORP DELAWARE	764,677	$26,121	3.8%	$36.64	—	COM SER C FRMLA	531229854
—	LIBERTY MEDIA CORP DELAWARE	774,730	$25,350	3.7%	$35.03	—	COM SER A FRMLA	531229870
COTY	COTY INC	911,473	$18,129	2.6%	$17.97	-14.0%	COM CL A	222070203
—	COSAN LTD	1,870,971	$17,022	2.5%	$10.36	—	SHS A	G25343107
BUD	ANHEUSER BUSCH INBEV SA/NV	40,421	$4,509	0.7%	$109.18	—	SPONSORED ADR	03524A108