DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

CIK: 0001546790 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 14, 2019

Total Value ($000): $986,701 (100.0% shares, 0.0% debt)

Holdings (10)

MELI MERCADOLIBRE INC 21.6%

Value ($000) $213,191 Shares 326,474 Est. Cost $263.48 Unrealized +111.2%

— LINDE PLC 19.8%

Value ($000) $195,274 Shares 772,932 Est. Cost $156.04 Unrealized —

SGI TEMPUR SEALY INTL INC 15.6%

Value ($000) $154,044 Shares 1,678,799 Est. Cost $15.25 Unrealized +5.8%

— AVON PRODS INC 14.2%

Value ($000) $139,892 Shares 32,005,653 Est. Cost $4.37 Unrealized —

EA ELECTRONIC ARTS INC 9.6%

Value ($000) $94,881 Shares 744,731 Est. Cost $91.57 Unrealized +1.2%

— COSAN LTD 6.0%

Value ($000) $59,298 Shares 4,438,488 Est. Cost $9.16 Unrealized —

— SIX FLAGS ENTMT CORP 6.0%

Value ($000) $59,281 Shares 948,489 Est. Cost $53.50 Unrealized —

GTX GARRETT MOTION INC 3.9%

Value ($000) $38,091 Shares 1,972,287 Est. Cost $16.97 Unrealized 0.0%

BUD ANHEUSER-BUSCH INBEV SA/NV 2.5%

Value ($000) $24,537 Shares 220,080 Est. Cost $67.44 Unrealized —

VALE VALE SA 0.8%

Value ($000) $8,212 Shares 611,027 Est. Cost $13.06 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MELI	MERCADOLIBRE INC	326,474	$213,191	21.6%	$263.48	+111.2%	COM	58733R102
—	LINDE PLC	772,932	$195,274	19.8%	$156.04	—	SHS	G5494J103
SGI	TEMPUR SEALY INTL INC	1,678,799	$154,044	15.6%	$15.25	+5.8%	COM	88023U101
—	AVON PRODS INC	32,005,653	$139,892	14.2%	$4.37	—	COM	054303102
EA	ELECTRONIC ARTS INC	744,731	$94,881	9.6%	$91.57	+1.2%	COM	285512109
—	COSAN LTD	4,438,488	$59,298	6.0%	$9.16	—	SHS A	G25343107
—	SIX FLAGS ENTMT CORP	948,489	$59,281	6.0%	$53.50	—	COM	83001A102
GTX	GARRETT MOTION INC	1,972,287	$38,091	3.9%	$16.97	0.0%	COM	366505105
BUD	ANHEUSER-BUSCH INBEV SA/NV	220,080	$24,537	2.5%	$67.44	—	SPONSORED ADR	03524A108
VALE	VALE SA	611,027	$8,212	0.8%	$13.06	—	SPONSORED ADS	91912E105