DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

CIK: 0001546790 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 13, 2018

Total Value ($000): $538,318 (100.0% shares, 0.0% debt)

Holdings (8)

SGI TEMPUR SEALY INTL INC 28.4%

Value ($000) $153,079 Shares 2,893,750 Est. Cost $15.25 Unrealized -12.5%

MELI MERCADOLIBRE INC 27.6%

Value ($000) $148,473 Shares 436,087 Est. Cost $251.92 Unrealized +34.4%

— PRAXAIR INC 27.2%

Value ($000) $146,234 Shares 911,914 Est. Cost $118.33 Unrealized —

KHC KRAFT HEINZ CO 6.8%

Value ($000) $36,442 Shares 661,258 Est. Cost $48.45 Unrealized -13.7%

— SPECTRUM BRANDS HLDGS INC 5.0%

Value ($000) $27,150 Shares 363,354 Est. Cost $114.24 Unrealized —

— COSAN LTD 4.5%

Value ($000) $24,373 Shares 3,642,412 Est. Cost $9.32 Unrealized —

BUD ANHEUSER BUSCH INBEV SA/NV 0.2%

Value ($000) $1,330 Shares 15,188 Est. Cost $109.18 Unrealized —

COTY COTY INC 0.2%

Value ($000) $1,237 Shares 98,506 Est. Cost $17.97 Unrealized -33.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SGI	TEMPUR SEALY INTL INC	2,893,750	$153,079	28.4%	$15.25	-12.5%	COM	88023U101
MELI	MERCADOLIBRE INC	436,087	$148,473	27.6%	$251.92	+34.4%	COM	58733R102
—	PRAXAIR INC	911,914	$146,234	27.2%	$118.33	—	COM	74005P104
KHC	KRAFT HEINZ CO	661,258	$36,442	6.8%	$48.45	-13.7%	COM	500754106
—	SPECTRUM BRANDS HLDGS INC	363,354	$27,150	5.0%	$114.24	—	COM	84763R101
—	COSAN LTD	3,642,412	$24,373	4.5%	$9.32	—	SHS A	G25343107
BUD	ANHEUSER BUSCH INBEV SA/NV	15,188	$1,330	0.2%	$109.18	—	SPONSORED ADR	03524A108
COTY	COTY INC	98,506	$1,237	0.2%	$17.97	-33.3%	COM CL A	222070203