DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$538.4M
Holdings
9
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LINLINDE PLC | 952,432 | $148.6M | 27.61% | |
| 2 | MLB1MERCADOLIBRE INC | 519,257 | $148.0M | 27.50% | |
| 3 | TPDTEMPUR SEALY INTL INC | 2,723,121 | $112.7M | 20.94% | |
| 4 | CSANCOSAN LTD | 5,086,030 | $44.5M | 8.27% | |
| 5 | KHCKRAFT HEINZ CO | 643,458 | $27.7M | 5.14% | |
| 6 | BUDANHEUSER BUSCH INBEV SA/NV | 404,893 | $26.6M | 4.95% | |
| 7 | SPBSPECTRUM BRANDS HLDGS INC NE | 353,154 | $14.9M | 2.77% | |
| 8 | EAELECTRONIC ARTS INC | 184,600 | $14.6M | 2.71% | |
| 9 | COTYCOTY INC | 98,506 | $646K | 0.12% |