DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

CIK: 0001546790 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 15, 2018

Total Value ($000): $531,985 (100.0% shares, 0.0% debt)

Holdings (8)

— PRAXAIR INC 30.5%

Value ($000) $162,077 Shares 1,123,195 Est. Cost $115.06 Unrealized —

SGI TEMPUR SEALY INTL INC 25.8%

Value ($000) $137,452 Shares 3,034,924 Est. Cost $15.25 Unrealized -10.0%

MELI MERCADOLIBRE INC 21.4%

Value ($000) $113,965 Shares 321,839 Est. Cost $225.14 Unrealized +62.4%

— SPECTRUM BRANDS HLDGS INC 8.4%

Value ($000) $44,853 Shares 432,524 Est. Cost $114.24 Unrealized —

KHC KRAFT HEINZ CO 8.2%

Value ($000) $43,886 Shares 704,538 Est. Cost $48.45 Unrealized +1.1%

— COSAN LTD 4.9%

Value ($000) $26,279 Shares 2,529,225 Est. Cost $10.37 Unrealized —

COTY COTY INC 0.3%

Value ($000) $1,803 Shares 98,506 Est. Cost $17.97 Unrealized -0.3%

BUD ANHEUSER BUSCH INBEV SA/NV 0.3%

Value ($000) $1,670 Shares 15,188 Est. Cost $109.18 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	PRAXAIR INC	1,123,195	$162,077	30.5%	$115.06	—	COM	74005P104
SGI	TEMPUR SEALY INTL INC	3,034,924	$137,452	25.8%	$15.25	-10.0%	COM	88023U101
MELI	MERCADOLIBRE INC	321,839	$113,965	21.4%	$225.14	+62.4%	COM	58733R102
—	SPECTRUM BRANDS HLDGS INC	432,524	$44,853	8.4%	$114.24	—	COM	84763R101
KHC	KRAFT HEINZ CO	704,538	$43,886	8.2%	$48.45	+1.1%	COM	500754106
—	COSAN LTD	2,529,225	$26,279	4.9%	$10.37	—	SHS A	G25343107
COTY	COTY INC	98,506	$1,803	0.3%	$17.97	-0.3%	COM CL A	222070203
BUD	ANHEUSER BUSCH INBEV SA/NV	15,188	$1,670	0.3%	$109.18	—	SPONSORED ADR	03524A108