DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

CIK: 0001546790 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 14, 2018

Total Value ($000): $602,140 (100.0% shares, 0.0% debt)

Holdings (8)

— PRAXAIR INC 32.7%

Value ($000) $197,078 Shares 1,204,180 Est. Cost $118.33 Unrealized —

SGI TEMPUR SEALY INTL INC 26.1%

Value ($000) $157,117 Shares 3,034,924 Est. Cost $15.25 Unrealized -22.7%

MELI MERCADOLIBRE INC 24.8%

Value ($000) $149,389 Shares 457,582 Est. Cost $251.92 Unrealized +25.2%

KHC KRAFT HEINZ CO 7.2%

Value ($000) $43,461 Shares 704,538 Est. Cost $48.45 Unrealized -15.2%

— SPECTRUM BRANDS HLDGS INC 5.1%

Value ($000) $30,645 Shares 387,524 Est. Cost $114.24 Unrealized —

— COSAN LTD 3.6%

Value ($000) $21,531 Shares 2,821,997 Est. Cost $10.08 Unrealized —

BUD ANHEUSER BUSCH INBEV SA/NV 0.3%

Value ($000) $1,530 Shares 15,188 Est. Cost $109.18 Unrealized —

COTY COTY INC 0.2%

Value ($000) $1,389 Shares 98,506 Est. Cost $17.97 Unrealized -21.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	PRAXAIR INC	1,204,180	$197,078	32.7%	$118.33	—	COM	74005P104
SGI	TEMPUR SEALY INTL INC	3,034,924	$157,117	26.1%	$15.25	-22.7%	COM	88023U101
MELI	MERCADOLIBRE INC	457,582	$149,389	24.8%	$251.92	+25.2%	COM	58733R102
KHC	KRAFT HEINZ CO	704,538	$43,461	7.2%	$48.45	-15.2%	COM	500754106
—	SPECTRUM BRANDS HLDGS INC	387,524	$30,645	5.1%	$114.24	—	COM	84763R101
—	COSAN LTD	2,821,997	$21,531	3.6%	$10.08	—	SHS A	G25343107
BUD	ANHEUSER BUSCH INBEV SA/NV	15,188	$1,530	0.3%	$109.18	—	SPONSORED ADR	03524A108
COTY	COTY INC	98,506	$1,389	0.2%	$17.97	-21.3%	COM CL A	222070203