DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2019 Filing
Filed May 14, 2019
Portfolio Value
$674.7M
Holdings
9
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLB1MERCADOLIBRE INC | 470,381 | $234.1M | 34.70% | |
| 2 | LINLINDE PLC | 928,132 | $163.3M | 24.20% | |
| 3 | TPDTEMPUR SEALY INTL INC | 1,679,249 | $96.8M | 14.35% | |
| 4 | CSANCOSAN LTD | 4,777,315 | $55.2M | 8.17% | |
| 5 | EAELECTRONIC ARTS INC | 521,231 | $52.5M | 7.79% | |
| 6 | SIXEURSIX FLAGS ENTMT CORP NEW | 617,223 | $30.0M | 4.45% | |
| 7 | BUDANHEUSER BUSCH INBEV SA/NV | 296,443 | $24.9M | 3.69% | |
| 8 | KHCKRAFT HEINZ CO | 301,393 | $9.8M | 1.46% | |
| 9 | VALEVALE S A | 611,027 | $8.0M | 1.18% |