DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$688.7M
Holdings
10
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PXGBXPRAXAIR INC | 1,356,749 | $209.9M | 30.47% | |
| 2 | TPDTEMPUR SEALY INTL INC | 2,758,966 | $173.0M | 25.12% | |
| 3 | MLB1MERCADOLIBRE INC | 342,022 | $107.6M | 15.63% | |
| 4 | KHCKRAFT HEINZ CO | 764,270 | $59.4M | 8.63% | |
| 5 | SPBSPECTRUM BRANDS HLDGS INC | 424,024 | $47.7M | 6.92% | |
| 6 | FWONALIBERTY MEDIA CORP DELAWARE | 764,677 | $26.1M | 3.79% | |
| 7 | LM05LIBERTY MEDIA CORP DELAWARE | 774,730 | $25.4M | 3.68% | |
| 8 | COTYCOTY INC | 911,473 | $18.1M | 2.63% | |
| 9 | CSANCOSAN LTD | 1,870,971 | $17.0M | 2.47% | |
| 10 | BUDANHEUSER BUSCH INBEV SA/NV | 40,421 | $4.5M | 0.65% |