DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2017 Filing
Filed May 15, 2017
Portfolio Value
$735.0M
Holdings
12
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PXGBXPRAXAIR INC | 1,211,627 | $143.7M | 19.55% | |
| 2 | TPDTEMPUR SEALY INTL INC | 2,788,762 | $129.4M | 17.60% | |
| 3 | COTYCOTY INC | 7,076,778 | $128.1M | 17.43% | |
| 4 | SPBSPECTRUM BRANDS HLDGS INC | 679,858 | $94.4M | 12.84% | |
| 5 | KHCKRAFT HEINZ CO | 852,310 | $77.3M | 10.52% | |
| 6 | SIGSIGNET JEWELERS LIMITED | 750,922 | $51.9M | 7.07% | |
| 7 | MLB1MERCADOLIBRE INC | 246,428 | $51.5M | 7.00% | |
| 8 | —HRG GROUP INC | 1,323,602 | $25.6M | 3.48% | |
| 9 | —PRAXAIR INC | 144,742 | $17.0M | 2.31% | |
| 10 | BUDANHEUSER BUSCH INBEV SA/NV | 85,541 | $9.3M | 1.26% | |
| 11 | CSANCOSAN LTD | 462,387 | $3.9M | 0.53% | |
| 12 | —HRG GROUP INC | 158,212 | $3.0M | 0.41% |