DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 10
New Positions 1
Increased Positions 4
Decreased Positions 5
Positions with Activity 9
Sold Out Positions 1
Total Mkt Value (in $ millions) 343

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

Sector Weighting

Basic Materials 0.36%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 32.85%
Energy 9%
Financial 10.08%
Healthcare
Services 11.89%
Technology 0%
Transportation
Utilities

10 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COTY INC COM CL A 122,967 6,966 6.01 5,012,914
KRAFT FOODS GROUP INC COM 58,087 58,087 New 686,000
MONDELEZ INTL INC CL A 41,980 -23,917 (36.3) 1,086,152
SIX FLAGS ENTMT CORP NEW COM 40,842 -194 (0.47) 856,760
HRG GROUP INC COM 34,614 2,806 8.82 2,719,078
PACIFIC DRILLING SA LUXEMBOURG REG SHS 27,346 3,100 12.78 5,880,923
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 12,744 -4,659 (26.77) 104,982
COSAN LTD SHS A 3,543 New 478,791
GERDAU S A SPON ADR REP PFD 1,253 -1,913 (60.42) 370,781
SPECTRUM BRANDS HLDGS INC COM -9 Sold Out 0