DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 13
New Positions 2
Increased Positions 7
Decreased Positions 6
Positions with Activity 13
Sold Out Positions 3
Total Mkt Value (in $ millions) 316

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

Sector Weighting

Basic Materials 1.36%
Capital Goods
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 29.36%
Energy 10.63%
Financial 11.22%
Healthcare
Services 10.34%
Technology 2.79%
Transportation
Utilities 0%

13 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COTY INC COM CL A 108,318 11,540 11.92 5,378,234
MONDELEZ INTL INC CL A 62,111 3,229 5.48 1,602,463
SIX FLAGS ENTMT CORP NEW COM 32,642 1,697 5.48 818,100
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 30,611 -10,769 (26.03) 265,995
PACIFIC DRILLING SA LUXEMBOURG REG SHS 29,013 1,509 5.49 4,291,850
OCWEN FINL CORP COM NEW 20,736 1,135 5.79 886,140
HARBINGER GROUP INC COM 14,693 14,693 New 1,099,740
SPECTRUM BRANDS HLDGS INC COM 8,811 8,811 New 98,168
COSAN LTD SHS A 4,544 -121 (2.59) 478,791
GERDAU S A SPON ADR REP PFD 4,283 -1,085 (20.21) 986,851
COMPANHIA ENERGETICA DE MINAS SP ADR N-V PFD -4,208 Sold Out 0
POST HLDGS INC COM -8,651 Sold Out 0
TEMPUR SEALY INTL INC COM -50,251 Sold Out 0