DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$695.0M
Holdings
11
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PXGBXPRAXAIR INC | 1,294,319 | $180.8M | 26.02% | |
| 2 | TPDTEMPUR SEALY INTL INC | 2,712,801 | $175.0M | 25.19% | |
| 3 | MLB1MERCADOLIBRE INC | 348,848 | $88.4M | 12.71% | |
| 4 | KHCKRAFT HEINZ CO | 796,650 | $61.8M | 8.89% | |
| 5 | SPBSPECTRUM BRANDS HLDGS INC424456 | 424,456 | $45.0M | 6.47% | |
| 6 | SIGSIGNET JEWELERS LIMITED | 543,563 | $36.2M | 5.20% | |
| 7 | COTYCOTY INC | 2,062,997 | $34.1M | 4.91% | |
| 8 | FWONALIBERTY MEDIA CORP DELAWARE | 788,577 | $30.0M | 4.32% | |
| 9 | LM05LIBERTY MEDIA CORP DELAWARE | 813,990 | $29.7M | 4.27% | |
| 10 | SPBSPECTRUM BRANDS HLDGS INC | 51,288 | $5.4M | 0.78% | |
| 11 | CSANCOSAN LTD | 758,941 | $4.9M | 0.70% | |
| 12 | BUDANHEUSER BUSCH INBEV SA/NV | 31,811 | $3.8M | 0.55% |