DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2018 Filing
Filed November 13, 2018
Portfolio Value
$538.3M
Holdings
8
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPDTEMPUR SEALY INTL INC | 2,893,750 | $153.1M | 28.44% | |
| 2 | MLB1MERCADOLIBRE INC | 436,087 | $148.5M | 27.58% | |
| 3 | PXGBXPRAXAIR INC | 911,914 | $146.2M | 27.16% | |
| 4 | KHCKRAFT HEINZ CO | 661,258 | $36.4M | 6.77% | |
| 5 | SPBSPECTRUM BRANDS HLDGS INC | 363,354 | $27.1M | 5.04% | |
| 6 | CSANCOSAN LTD | 3,642,412 | $24.4M | 4.53% | |
| 7 | BUDANHEUSER BUSCH INBEV SA/NV | 15,188 | $1.3M | 0.25% | |
| 8 | COTYCOTY INC | 98,506 | $1.2M | 0.23% |