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) 342

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

Sector Weighting

Basic Materials 0.2%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 17.52%
Energy 4.7%
Financial 11.12%
Healthcare
Services 11.53%
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 134,547 7,622 6.01 5,012,914
KRAFT HEINZ CO COM 53,446 53,446 New 686,000
MONDELEZ INTL INC CL A 46,813 -26,671 (36.3) 1,086,152
SIX FLAGS ENTMT CORP NEW COM 39,445 -188 (0.47) 856,760
HRG GROUP INC COM 38,040 3,084 8.82 2,719,078
PACIFIC DRILLING SA LUXEMBOURG REG SHS 13,820 1,567 12.78 5,880,923
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 13,132 -4,801 (26.77) 104,982
COSAN LTD SHS A 2,255 New 478,791
GERDAU S A SPON ADR REP PFD 667 -1,019 (60.42) 370,781
SPECTRUM BRANDS HLDGS INC COM -10 Sold Out 0