DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2018 Filing
Filed May 15, 2018
Portfolio Value
$532.0M
Holdings
8
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PXGBXPRAXAIR INC | 1,123,195 | $162.1M | 30.47% | |
| 2 | TPDTEMPUR SEALY INTL INC | 3,034,924 | $137.5M | 25.84% | |
| 3 | MLB1MERCADOLIBRE INC | 321,839 | $114.0M | 21.42% | |
| 4 | SPBSPECTRUM BRANDS HLDGS INC | 432,524 | $44.9M | 8.43% | |
| 5 | KHCKRAFT HEINZ CO | 704,538 | $43.9M | 8.25% | |
| 6 | CSANCOSAN LTD | 2,529,225 | $26.3M | 4.94% | |
| 7 | COTYCOTY INC | 98,506 | $1.8M | 0.34% | |
| 8 | BUDANHEUSER BUSCH INBEV SA/NV | 15,188 | $1.7M | 0.31% |