DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2019 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2019-11-14

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 14, 2019

Total Value: $961M (100.0% shares, 0.0% debt)

Holdings (10)

MELI MERCADOLIBRE INC 27.6%

Value $265M Shares 441,652 Est. Cost $352.90 Unrealized +71.8%

— LINDE PLC 17.8%

Value $171M Shares 687,492 Est. Cost $156.04 Unrealized —

— AVON PRODS INC 16.8%

Value $162M Shares 32,261,002 Est. Cost $4.37 Unrealized —

EA ELECTRONIC ARTS INC 10.8%

Value $104M Shares 824,934 Est. Cost $91.54 Unrealized -0.2%

SGI TEMPUR SEALY INTL INC 9.6%

Value $92.39M Shares 929,345 Est. Cost $15.25 Unrealized +25.8%

— COSAN LTD 6.4%

Value $61.45M Shares 4,123,874 Est. Cost $9.16 Unrealized —

GTX GARRETT MOTION INC 5.1%

Value $48.81M Shares 3,806,058 Est. Cost $14.72 Unrealized -16.5%

— SIX FLAGS ENTMT CORP 4.8%

Value $45.88M Shares 701,340 Est. Cost $53.50 Unrealized —

LOMA LOMA NEGRA CORP 0.6%

Value $5.69M Shares 989,555 Est. Cost $5.75 Unrealized —

VALE VALE SA 0.5%

Value $5.108M Shares 444,156 Est. Cost $13.06 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MELI	MERCADOLIBRE INC	441,652	$265M	27.6%	$352.90	+71.8%	COM	58733R102
—	LINDE PLC	687,492	$171M	17.8%	$156.04	—	SHS	G5494J103
—	AVON PRODS INC	32,261,002	$162M	16.8%	$4.37	—	COM	054303102
EA	ELECTRONIC ARTS INC	824,934	$104M	10.8%	$91.54	-0.2%	COM	285512109
SGI	TEMPUR SEALY INTL INC	929,345	$92.39M	9.6%	$15.25	+25.8%	COM	88023U101
—	COSAN LTD	4,123,874	$61.45M	6.4%	$9.16	—	SHS A	G25343107
GTX	GARRETT MOTION INC	3,806,058	$48.81M	5.1%	$14.72	-16.5%	COM	366505105
—	SIX FLAGS ENTMT CORP	701,340	$45.88M	4.8%	$53.50	—	COM	83001A102
LOMA	LOMA NEGRA CORP	989,555	$5.69M	0.6%	$5.75	—	SPONSORED ADS	54150E104
VALE	VALE SA	444,156	$5.108M	0.5%	$13.06	—	SPONSORED ADS	91912E105