DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Information

AV. ATAULFO DE PAIVA, 1235 - 6 ANDAR, RIO DE JANEIRO, , 22440-034, (5212) 512-9394

Report Date: 06/30/2014

Position Statistics

Total Positions 11
New Positions 1
Increased Positions 7
Decreased Positions 2
Positions with Activity 9
Sold Out Positions 0
Total Mkt Value (in $ millions) 353

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.99%
Capital Goods
Conglomerates
Consumer Cyclical 14.76%
Consumer/Non-Cyclical 29.15%
Energy 13.11%
Financial 6.26%
Healthcare
Services 8.36%
Technology
Transportation
Utilities 1.89%

11 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COTY INC COM CL A 86,302 23,078 36.50 4,805,234
MONDELEZ INTL INC CL A 54,994 9,293 20.33 1,519,163
TEMPUR SEALY INTL INC COM 52,062 8,878 20.56 887,825
PACIFIC DRILLING SA LUXEMBOURG REG SHS 40,238 1,780 4.63 4,068,580
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 39,687 New 359,577
SIX FLAGS ENTMT CORP NEW COM 29,495 22,694 333.69 775,580
OCWEN FINL CORP COM NEW 22,080 874 4.12 837,630
POST HLDGS INC COM 8,115 8,115 New 224,480
GERDAU S A SPON ADR REP PFD 7,001 -85 (1.2) 1,236,851
COMPANHIA ENERGETICA DE MINAS SP ADR N-V PFD 6,654 New 766,554
COSAN LTD SHS A 5,982 -332 (5.26) 491,497