Echo Street Capital Management

Echo Street Capital Management as of June 30, 2013

Portfolio Holdings for Echo Street Capital Management

Echo Street Capital Management holds 48 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fiserv (FI) 5.5 $36M 414k 87.41
FleetCor Technologies 5.3 $35M 432k 81.30
Equinix Com New 5.2 $35M 187k 184.72
Crown Holdings (CCK) 5.2 $34M 826k 41.13
Copart (CPRT) 5.0 $33M 1.1M 30.80
Intuit (INTU) 4.8 $31M 515k 61.04
AutoZone (AZO) 3.9 $26M 61k 423.69
LKQ Corporation (LKQ) 3.7 $25M 954k 25.75
Henry Schein (HSIC) 3.2 $21M 222k 95.74
Mid-America Apartment (MAA) 3.2 $21M 311k 67.77
Roper Industries (ROP) 3.2 $21M 168k 124.22
Cinemark Holdings (CNK) 3.1 $20M 726k 27.92
American Tower Reit (AMT) 3.0 $20M 274k 73.17
Crown Castle International 3.0 $20M 272k 72.39
Danaher Corporation (DHR) 3.0 $20M 309k 63.30
Ace SHS 2.5 $16M 180k 89.48
SBA Communications Corporation 2.1 $14M 184k 74.12
Atwood Oceanics 2.0 $13M 254k 52.05
Interxion Holding SHS 2.0 $13M 501k 26.13
Noble Corporation Baar Namen -akt 1.9 $13M 335k 37.58
O'reilly Automotive (ORLY) 1.9 $12M 109k 112.62
Us Bancorp Del Com New (USB) 1.9 $12M 337k 36.15
Wells Fargo & Company (WFC) 1.8 $12M 293k 41.27
Everest Re Group (EG) 1.8 $12M 92k 128.26
Lowe's Companies (LOW) 1.8 $12M 281k 40.90
Epr Pptys Conv Pfd 9% Sr E (EPR.PE) 1.5 $10M 313k 32.00
Visa Com Cl A (V) 1.5 $9.9M 54k 182.76
Mastercard Cl A (MA) 1.4 $9.4M 16k 574.51
Union Pacific Corporation (UNP) 1.4 $9.4M 61k 154.27
Macy's (M) 1.3 $8.7M 182k 48.00
Yum! Brands (YUM) 1.3 $8.5M 123k 69.34
Jones Lang LaSalle Incorporated (JLL) 1.2 $8.1M 89k 91.14
Capital One Financial (COF) 1.1 $7.4M 118k 62.81
Intercontinental Htls Grp Pl Spon Adr New 12 1.1 $7.4M 268k 27.47
Corrections Corp Amer Com New 1.1 $7.2M 214k 33.87
Sirona Dental Systems 1.1 $7.2M 110k 65.88
Tanger Factory Outlet Centers (SKT) 1.1 $7.2M 216k 33.46
M.D.C. Holdings (MDC) 1.0 $6.6M 202k 32.51
Rowan Companies Shs Cl A 0.6 $3.7M 110k 34.07
Simon Property (SPG) 0.5 $3.6M 23k 157.91
Felcor Lodging Tr Pfd Cv A $1.95 0.5 $3.5M 142k 24.60
Equity Lifestyle Properties (ELS) 0.5 $3.5M 44k 78.59
Tim Hortons Inc Com Stk 0.4 $2.4M 44k 54.13
W.R. Berkley Corporation (WRB) 0.3 $2.0M 49k 40.85
Old Dominion Freight Line (ODFL) 0.2 $1.6M 39k 41.63
Oracle Corporation (ORCL) 0.2 $1.6M 52k 30.70
Equity One 0.2 $1.5M 66k 22.63
Epr Pptys PFD C CNV 5.75% (EPR.PC) 0.1 $822k 36k 22.94