0000947871-13-000109.txt : 20130214 0000947871-13-000109.hdr.sgml : 20130214 20130214160453 ACCESSION NUMBER: 0000947871-13-000109 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130214 DATE AS OF CHANGE: 20130214 EFFECTIVENESS DATE: 20130214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. CENTRAL INDEX KEY: 0001546790 IRS NUMBER: 000000000 STATE OF INCORPORATION: D5 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15360 FILM NUMBER: 13613542 BUSINESS ADDRESS: STREET 1: AV. ATAULFO DE PAIVA, 1235 - 6 ANDAR CITY: RIO DE JANEIRO STATE: D5 ZIP: 22440-034 BUSINESS PHONE: 5521-2512-9394 MAIL ADDRESS: STREET 1: AV. ATAULFO DE PAIVA, 1235 - 6 ANDAR CITY: RIO DE JANEIRO STATE: D5 ZIP: 22440-034 13F-HR 1 ss164875_13fhr.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2012 Check here if Amendment [ ]; Amendment Number: --------- This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA Address: AV. ATAULFO DE PAIVA, 1235, 6 ANDAR RIO DE JANEIRO, BRAZIL 22440-34 Form 13F File Number: 28-_____ The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Luiz Felipe de Almeida Campos Title: Director Phone: 55-21-25129394 Signature, Place, and Date of Signing: /s/ Luiz Felipe de Almeida Campos Rio de Janeiro, Brazil February 12, 2013 --------------------------------- ---------------------- ------------------- [Signature] [City, Country] [Date] Report Type (Check one only): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 10 Form 13F Information Table Value Total: $166,667 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ----------------------------- -------------- --------- -------- ------------------ ---------- -------- ----------------------------- TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ----------------------------- -------------- --------- -------- --------- --- ---- ---------- -------- --------- --------- --------- THE ADT CORPORATION COM 00101J106 12305 264690 SH OTHER 264690 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ANHEUSER BUSCH INBEV SA/NV NV SPONSORED 03524A108 2360 26994 SH OTHER 26994 0 0 ADR ------------------------------------------------------------------------------------------------------------------------------------ ANHEUSER BUSCH INBEV SA/NV NV SPONSORED 03524A108 43733 500325 SH SOLE 500325 0 0 ADR ------------------------------------------------------------------------------------------------------------------------------------ MONDELEZ INTL INC CL A 609207105 20724 814190 SH OTHER 814190 0 0 ------------------------------------------------------------------------------------------------------------------------------------ PACIFIC DRILLING SA LUXEMBOU REG SHS L7257P106 12765 1352184 SH OTHER 1352184 0 0 ------------------------------------------------------------------------------------------------------------------------------------ SIGNET JEWELERS LIMITED SHS G81276100 6237 116800 SH OTHER 116800 0 0 ------------------------------------------------------------------------------------------------------------------------------------ SIX FLAGS ENTMT CORP NEW COM 83001A102 19960 326151 SH OTHER 326151 0 0 ------------------------------------------------------------------------------------------------------------------------------------ COSAN LTD SHS A G25343107 30699 1773484 SH SOLE 1773484 0 0 ------------------------------------------------------------------------------------------------------------------------------------ GERDAU S A SPON ADR REP 373737105 12047 1340000 SH SOLE 1340000 0 0 PFD ------------------------------------------------------------------------------------------------------------------------------------ COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 5837 537511 SH SOLE 537511 0 0 ------------------------------------------------------------------------------------------------------------------------------------