DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2019 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2019-05-14

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 14, 2019

Total Value: $675M (100.0% shares, 0.0% debt)

Holdings (9)

MELI MERCADOLIBRE INC 34.7%

Value $234M Shares 470,381 Est. Cost $263.48 Unrealized +51.3%

— LINDE PLC 24.2%

Value $163M Shares 928,132 Est. Cost $156.04 Unrealized —

SGI TEMPUR SEALY INTL INC 14.4%

Value $96.84M Shares 1,679,249 Est. Cost $15.25 Unrealized -11.3%

— COSAN LTD 8.2%

Value $55.16M Shares 4,777,315 Est. Cost $9.16 Unrealized —

EA ELECTRONIC ARTS INC 7.8%

Value $52.53M Shares 521,231 Est. Cost $91.11 Unrealized +1.2%

— SIX FLAGS ENTMT CORP NEW 4.5%

Value $30.04M Shares 617,223 Est. Cost $48.67 Unrealized —

BUD ANHEUSER BUSCH INBEV SA/NV 3.7%

Value $24.89M Shares 296,443 Est. Cost $67.44 Unrealized —

KHC KRAFT HEINZ CO 1.5%

Value $9.84M Shares 301,393 Est. Cost $48.45 Unrealized -40.0%

VALE VALE S A 1.2%

Value $7.98M Shares 611,027 Est. Cost $13.06 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MELI	MERCADOLIBRE INC	470,381	$234M	34.7%	$263.48	+51.3%	COM	58733R102
—	LINDE PLC	928,132	$163M	24.2%	$156.04	—	COM	G5494J103
SGI	TEMPUR SEALY INTL INC	1,679,249	$96.84M	14.4%	$15.25	-11.3%	COM	88023U101
—	COSAN LTD	4,777,315	$55.16M	8.2%	$9.16	—	SHS A	G25343107
EA	ELECTRONIC ARTS INC	521,231	$52.53M	7.8%	$91.11	+1.2%	COM	285512109
—	SIX FLAGS ENTMT CORP NEW	617,223	$30.04M	4.5%	$48.67	—	COM	83001A102
BUD	ANHEUSER BUSCH INBEV SA/NV	296,443	$24.89M	3.7%	$67.44	—	SPONSORED ADR	03524A108
KHC	KRAFT HEINZ CO	301,393	$9.84M	1.5%	$48.45	-40.0%	COM	500754106
VALE	VALE S A	611,027	$7.98M	1.2%	$13.06	—	SPONSORED ADS	91912E105