DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2016 Filing
Filed August 5, 2016
Portfolio Value
$522.8M
Holdings
9
Report Date
Q2 2016
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPDTEMPUR SEALY INTL INC | 2,491,956 | $137.9M | 26.37% | |
| 2 | KHCKRAFT HEINZ CO | 1,043,560 | $92.3M | 17.66% | |
| 3 | —HRG GROUP INC | 6,348,036 | $87.2M | 16.67% | |
| 4 | PXGBXPRAXAIR INC | 772,210 | $86.7M | 16.59% | |
| 5 | SIGSIGNET JEWELERS LIMITED | 610,388 | $50.3M | 9.62% | |
| 6 | SPBSPECTRUM BRANDS HLDGS INC | 326,828 | $39.0M | 7.46% | |
| 7 | COTYCOTY INC | 1,003,247 | $26.1M | 4.99% | |
| 8 | CSANCOSAN LTD | 462,387 | $3.0M | 0.58% | |
| 9 | BUDANHEUSER BUSCH INBEV SA/NV | 3,043 | $401K | 0.08% |