DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

CIK: 0001546790 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 14, 2019

Total Value ($000): $538,356 (100.0% shares, 0.0% debt)

Holdings (9)

— LINDE PLC 27.6%

Value ($000) $148,617 Shares 952,432 Est. Cost $156.04 Unrealized —

MELI MERCADOLIBRE INC 27.5%

Value ($000) $148,023 Shares 519,257 Est. Cost $263.48 Unrealized +23.0%

SGI TEMPUR SEALY INTL INC 20.9%

Value ($000) $112,737 Shares 2,723,121 Est. Cost $15.25 Unrealized -21.4%

— COSAN LTD 8.3%

Value ($000) $44,505 Shares 5,086,030 Est. Cost $9.16 Unrealized —

KHC KRAFT HEINZ CO 5.1%

Value ($000) $27,694 Shares 643,458 Est. Cost $48.45 Unrealized -24.4%

BUD ANHEUSER BUSCH INBEV SA/NV 4.9%

Value ($000) $26,646 Shares 404,893 Est. Cost $67.44 Unrealized —

SPB SPECTRUM BRANDS HLDGS INC NE 2.8%

Value ($000) $14,921 Shares 353,154 Est. Cost $57.80 Unrealized 0.0%

EA ELECTRONIC ARTS INC 2.7%

Value ($000) $14,567 Shares 184,600 Est. Cost $89.19 Unrealized 0.0%

COTY COTY INC 0.1%

Value ($000) $646 Shares 98,506 Est. Cost $17.97 Unrealized -51.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	LINDE PLC	952,432	$148,617	27.6%	$156.04	—	COM	G5494J103
MELI	MERCADOLIBRE INC	519,257	$148,023	27.5%	$263.48	+23.0%	COM	58733R102
SGI	TEMPUR SEALY INTL INC	2,723,121	$112,737	20.9%	$15.25	-21.4%	COM	88023U101
—	COSAN LTD	5,086,030	$44,505	8.3%	$9.16	—	SHS A	G25343107
KHC	KRAFT HEINZ CO	643,458	$27,694	5.1%	$48.45	-24.4%	COM	500754106
BUD	ANHEUSER BUSCH INBEV SA/NV	404,893	$26,646	4.9%	$67.44	—	SPONSORED ADR	03524A108
SPB	SPECTRUM BRANDS HLDGS INC NE	353,154	$14,921	2.8%	$57.80	0.0%	COM	84790A105
EA	ELECTRONIC ARTS INC	184,600	$14,567	2.7%	$89.19	0.0%	COM	285512109
COTY	COTY INC	98,506	$646	0.1%	$17.97	-51.9%	COM CL A	222070203