DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2016 Filing
Filed November 8, 2016
Portfolio Value
$554.5M
Holdings
11
Report Date
Q3 2016
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPDTEMPUR SEALY INTL INC | 2,226,390 | $126.0M | 22.73% | |
| 2 | PXGBXPRAXAIR INC | 1,007,249 | $121.7M | 21.95% | |
| 3 | —HRG GROUP INC | 5,124,064 | $80.4M | 14.51% | |
| 4 | KHCKRAFT HEINZ CO | 800,060 | $71.6M | 12.92% | |
| 5 | SIGSIGNET JEWELERS LIMITED | 611,688 | $45.6M | 8.22% | |
| 6 | SPBSPECTRUM BRANDS HLDGS INC | 327,328 | $45.1M | 8.13% | |
| 7 | MLB1MERCADOLIBRE INC | 169,196 | $31.3M | 5.64% | |
| 8 | COTYCOTY INC | 1,369,863 | $28.6M | 5.15% | |
| 9 | CSANCOSAN LTD | 462,387 | $3.3M | 0.60% | |
| 10 | BUDANHEUSER BUSCH INBEV SA/NV | 5,808 | $763K | 0.14% | |
| 11 | COTYCOTY INC | 1,550,000 | $77K | 0.01% |