DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$602.1M
Holdings
8
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PXGBXPRAXAIR INC | 1,204,180 | $197.1M | 32.73% | |
| 2 | TPDTEMPUR SEALY INTL INC | 3,034,924 | $157.1M | 26.09% | |
| 3 | MLB1MERCADOLIBRE INC | 457,582 | $149.4M | 24.81% | |
| 4 | KHCKRAFT HEINZ CO | 704,538 | $43.5M | 7.22% | |
| 5 | SPBSPECTRUM BRANDS HLDGS INC | 387,524 | $30.6M | 5.09% | |
| 6 | CSANCOSAN LTD | 2,821,997 | $21.5M | 3.58% | |
| 7 | BUDANHEUSER BUSCH INBEV SA/NV | 15,188 | $1.5M | 0.25% | |
| 8 | COTYCOTY INC | 98,506 | $1.4M | 0.23% |