DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$986.7M
Holdings
10
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLB1MERCADOLIBRE INC | 326,474 | $213.2M | 21.61% | |
| 2 | LINLINDE PLC | 772,932 | $195.3M | 19.79% | |
| 3 | TPDTEMPUR SEALY INTL INC | 1,678,799 | $154.0M | 15.61% | |
| 4 | AVPUSDAVON PRODS INC | 32,005,653 | $139.9M | 14.18% | |
| 5 | EAELECTRONIC ARTS INC | 744,731 | $94.9M | 9.62% | |
| 6 | CSANCOSAN LTD | 4,438,488 | $59.3M | 6.01% | |
| 7 | SIXEURSIX FLAGS ENTMT CORP | 948,489 | $59.3M | 6.01% | |
| 8 | GTXGARRETT MOTION INC | 1,972,287 | $38.1M | 3.86% | |
| 9 | BUDANHEUSER-BUSCH INBEV SA/NV | 220,080 | $24.5M | 2.49% | |
| 10 | VALEVALE SA | 611,027 | $8.2M | 0.83% |