DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2016 Filing
Filed May 13, 2016
Portfolio Value
$540.1M
Holdings
12
Report Date
Q1 2016
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPDTEMPUR SEALY INTL INC | 2,268,551 | $137.9M | 25.53% | |
| 2 | KHCKRAFT HEINZ CO | 1,174,560 | $92.3M | 17.08% | |
| 3 | —HRG GROUP INC | 6,160,536 | $85.8M | 15.89% | |
| 4 | PXGBXPRAXAIR INC | 640,991 | $73.4M | 13.58% | |
| 5 | SIGSIGNET JEWELERS LIMITED | 495,283 | $61.4M | 11.37% | |
| 6 | COTYCOTY INC | 1,003,247 | $27.9M | 5.17% | |
| 7 | SPBSPECTRUM BRANDS HLDGS INC | 229,354 | $25.1M | 4.64% | |
| 8 | —HRG GROUP INC | 1,114,895 | $15.5M | 2.88% | |
| 9 | —PRAXAIR INC | 116,089 | $13.3M | 2.46% | |
| 10 | —NOMAD HLDGS LTD | 538,400 | $4.8M | 0.90% | |
| 11 | CSANCOSAN LTD | 462,387 | $2.3M | 0.42% | |
| 12 | BUDANHEUSER BUSCH INBEV SA/NV | 3,043 | $380K | 0.07% |