DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$696.6M
Holdings
11
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PXGBXPRAXAIR INC | 1,337,269 | $177.3M | 25.45% | |
| 2 | TPDTEMPUR SEALY INTL INC | 2,932,157 | $156.5M | 22.47% | |
| 3 | SPBSPECTRUM BRANDS HLDGS INC | 629,952 | $78.8M | 11.31% | |
| 4 | COTYCOTY INC | 4,174,778 | $78.3M | 11.24% | |
| 5 | KHCKRAFT HEINZ CO | 822,810 | $70.5M | 10.12% | |
| 6 | SIGSIGNET JEWELERS LIMITED | 561,473 | $35.5M | 5.10% | |
| 7 | MLB1MERCADOLIBRE INC | 138,396 | $34.7M | 4.98% | |
| 8 | FWONALIBERTY MEDIA CORP DELAWARE | 778,577 | $28.5M | 4.09% | |
| 9 | LM05LIBERTY MEDIA CORP DELAWARE | 813,430 | $28.5M | 4.09% | |
| 10 | BUDANHEUSER BUSCH INBEV SA/NV | 46,489 | $5.1M | 0.74% | |
| 11 | CSANCOSAN LTD | 451,287 | $2.9M | 0.42% |