DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2016 Filing
Filed January 26, 2017
Portfolio Value
$747.6M
Holdings
12
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPDTEMPUR SEALY INTL INC | 2,596,189 | $177.3M | 23.71% | |
| 2 | PXGBXPRAXAIR INC | 1,120,346 | $131.3M | 17.56% | |
| 3 | COTYCOTY INC | 6,872,178 | $125.8M | 16.83% | |
| 4 | SPBSPECTRUM BRANDS HLDGS INC | 630,731 | $77.2M | 10.32% | |
| 5 | KHCKRAFT HEINZ CO | 827,910 | $72.3M | 9.67% | |
| 6 | SIGSIGNET JEWELERS LIMITED | 573,188 | $54.0M | 7.23% | |
| 7 | MLB1MERCADOLIBRE INC | 298,793 | $46.6M | 6.24% | |
| 8 | —HRG GROUP INC | 2,342,494 | $36.4M | 4.88% | |
| 9 | —PRAXAIR INC | 150,923 | $17.7M | 2.37% | |
| 10 | —HRG GROUP INC | 315,552 | $4.9M | 0.66% | |
| 11 | CSANCOSAN LTD | 462,387 | $3.5M | 0.46% | |
| 12 | BUDANHEUSER BUSCH INBEV SA/NV | 5,808 | $612K | 0.08% |