Echo Street Capital Management

Echo Street Capital Management as of Dec. 31, 2017

Portfolio Holdings for Echo Street Capital Management

Echo Street Capital Management holds 146 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Interxion Holding 4.2 $138M 2.3M 58.93
FleetCor Technologies 3.8 $126M 657k 192.43
American Tower Reit (AMT) 3.5 $115M 807k 142.67
Choice Hotels International (CHH) 2.9 $95M 1.2M 77.60
American Homes 4 Rent-a reit (AMH) 2.0 $68M 3.1M 21.84
MasterCard Incorporated (MA) 2.0 $67M 444k 151.36
Equinix (EQIX) 2.0 $66M 145k 453.22
Mondelez Int (MDLZ) 1.9 $64M 1.5M 42.80
Paypal Holdings (PYPL) 1.9 $63M 850k 73.62
W.R. Grace & Co. 1.8 $60M 858k 70.13
Church & Dwight (CHD) 1.8 $59M 1.2M 50.17
Crown Castle Intl (CCI) 1.8 $58M 526k 111.01
Watsco, Incorporated (WSO) 1.7 $56M 329k 170.04
Middleby Corporation (MIDD) 1.6 $51M 380k 134.95
Thermo Fisher Scientific (TMO) 1.4 $47M 247k 189.88
Dun & Bradstreet Corporation 1.4 $47M 393k 118.41
Global Payments (GPN) 1.4 $46M 461k 100.24
AvalonBay Communities (AVB) 1.4 $46M 258k 178.41
Visa (V) 1.3 $44M 383k 114.02
Ss&c Technologies Holding (SSNC) 1.2 $40M 990k 40.48
Spdr S&p 500 Etf (SPY) 1.2 $39M 147k 266.86
Extended Stay America 1.2 $39M 2.0M 19.00
Waste Connections (WCN) 1.1 $36M 507k 70.94
Ultimate Software 1.1 $36M 164k 218.23
Tanger Factory Outlet Centers (SKT) 1.1 $35M 1.3M 26.51
CarMax (KMX) 1.1 $35M 544k 64.13
Meritage Homes Corporation (MTH) 1.0 $33M 651k 51.20
Essex Property Trust (ESS) 1.0 $33M 138k 241.37
RealPage 1.0 $33M 746k 44.30
FactSet Research Systems (FDS) 1.0 $33M 169k 192.76
Allegion Plc equity (ALLE) 1.0 $32M 406k 79.56
Spirit Realty reit 0.9 $30M 3.5M 8.58
Paychex (PAYX) 0.9 $29M 432k 68.08
Henry Schein (HSIC) 0.9 $30M 424k 69.88
Dentsply Sirona (XRAY) 0.9 $29M 437k 65.83
Sun Communities (SUI) 0.9 $29M 308k 92.78
Fortive (FTV) 0.9 $29M 396k 72.35
Education Rlty Tr New ret 0.8 $28M 792k 34.92
American Campus Communities 0.8 $27M 650k 41.03
Pepsi (PEP) 0.8 $26M 217k 119.92
Ihs Markit 0.8 $26M 578k 45.15
Gaming & Leisure Pptys (GLPI) 0.8 $25M 683k 37.00
Abaxis 0.7 $24M 487k 49.52
Open Text Corp (OTEX) 0.7 $24M 665k 35.67
Danaher Corporation (DHR) 0.7 $23M 252k 92.82
Ellie Mae 0.7 $23M 258k 89.40
S&p Global (SPGI) 0.7 $23M 137k 169.40
Coca Cola European Partners (CCEP) 0.7 $23M 585k 39.85
Paylocity Holding Corporation (PCTY) 0.7 $23M 486k 47.16
Group Cgi Cad Cl A 0.7 $22M 411k 54.33
Cyrusone 0.7 $22M 371k 59.53
SPS Commerce (SPSC) 0.7 $22M 447k 48.59
Tripadvisor (TRIP) 0.7 $22M 632k 34.46
Alphabet Inc Class A cs (GOOGL) 0.7 $22M 21k 1053.38
Black Knight 0.6 $21M 480k 44.15
Healthcare Tr Amer Inc cl a 0.6 $20M 676k 30.04
Blue Buffalo Pet Prods 0.6 $20M 622k 32.79
Hershey Company (HSY) 0.6 $20M 176k 113.51
Tyler Technologies (TYL) 0.6 $19M 110k 177.05
Weingarten Realty Investors 0.6 $19M 591k 32.87
PerkinElmer (RVTY) 0.6 $19M 255k 73.12
Everest Re Group (EG) 0.6 $18M 83k 221.26
Ametek (AME) 0.6 $18M 252k 72.47
Outfront Media (OUT) 0.6 $18M 788k 23.20
Moody's Corporation (MCO) 0.5 $17M 118k 147.61
Philip Morris International (PM) 0.5 $18M 168k 105.65
Transunion (TRU) 0.5 $18M 322k 54.96
CoStar (CSGP) 0.5 $17M 58k 296.95
LaSalle Hotel Properties 0.5 $17M 619k 28.07
O'reilly Automotive (ORLY) 0.5 $17M 72k 240.54
Sba Communications Corp (SBAC) 0.5 $17M 106k 163.36
J.B. Hunt Transport Services (JBHT) 0.5 $17M 145k 114.98
Agilent Technologies Inc C ommon (A) 0.5 $17M 247k 66.97
Workday Inc cl a (WDAY) 0.5 $17M 162k 101.74
Waters Corporation (WAT) 0.5 $16M 84k 193.19
Lowe's Companies (LOW) 0.5 $16M 171k 92.94
McCormick & Company, Incorporated (MKC) 0.5 $16M 155k 101.91
Servicenow (NOW) 0.5 $16M 121k 130.39
Cerner Corporation 0.5 $15M 225k 67.39
A. O. Smith Corporation (AOS) 0.5 $15M 245k 61.28
Welltower Inc Com reit (WELL) 0.5 $15M 236k 63.77
Mgm Growth Properties 0.4 $15M 506k 29.15
Marsh & McLennan Companies (MMC) 0.4 $14M 175k 81.39
Colgate-Palmolive Company (CL) 0.4 $14M 187k 75.45
HCP 0.4 $14M 535k 26.08
Kraft Heinz (KHC) 0.4 $14M 176k 77.76
Alexandria Real Estate Equities (ARE) 0.4 $13M 97k 130.59
Praxair 0.4 $12M 80k 154.68
priceline.com Incorporated 0.4 $12M 7.0k 1737.77
Servicemaster Global 0.3 $11M 212k 51.27
PS Business Parks 0.3 $11M 86k 125.10
Hyatt Hotels Corporation (H) 0.3 $10M 136k 73.54
Msci (MSCI) 0.3 $9.5M 75k 126.53
FedEx Corporation (FDX) 0.3 $9.1M 37k 249.53
Interpublic Group of Companies (IPG) 0.3 $9.4M 464k 20.16
Canadian Pacific Railway 0.3 $8.9M 48k 182.77
Jack Henry & Associates (JKHY) 0.3 $8.9M 76k 116.96
UniFirst Corporation (UNF) 0.3 $8.9M 54k 164.90
Sabre (SABR) 0.3 $8.8M 431k 20.50
Hilton Worldwide Holdings (HLT) 0.3 $9.0M 112k 79.86
Goldman Sachs (GS) 0.3 $8.6M 34k 254.75
Copart (CPRT) 0.3 $8.5M 197k 43.19
LKQ Corporation (LKQ) 0.3 $8.8M 216k 40.67
RPM International (RPM) 0.3 $8.6M 165k 52.42
Bemis Company 0.3 $8.6M 181k 47.79
Align Technology (ALGN) 0.3 $8.7M 39k 222.20
Old Dominion Freight Line (ODFL) 0.3 $8.5M 64k 131.54
Zoetis Inc Cl A (ZTS) 0.3 $8.5M 118k 72.04
Park Hotels & Resorts Inc-wi (PK) 0.3 $8.7M 301k 28.75
United Parcel Service (UPS) 0.2 $8.2M 69k 119.15
Sensient Technologies Corporation (SXT) 0.2 $8.4M 115k 73.15
Illinois Tool Works (ITW) 0.2 $8.4M 50k 166.85
Prologis (PLD) 0.2 $8.4M 130k 64.51
Life Storage Inc reit 0.2 $8.4M 94k 89.07
Roper Industries (ROP) 0.2 $8.0M 31k 258.99
Verisk Analytics (VRSK) 0.2 $7.7M 80k 96.00
Extra Space Storage (EXR) 0.2 $7.6M 86k 87.45
Monster Beverage Corp (MNST) 0.2 $7.4M 118k 63.29
Digital Realty Trust (DLR) 0.2 $6.9M 60k 113.90
Campbell Soup Company (CPB) 0.2 $6.9M 143k 48.11
Weyerhaeuser Company (WY) 0.2 $6.9M 195k 35.26
Starbucks Corporation (SBUX) 0.2 $6.8M 119k 57.43
Dr Pepper Snapple 0.2 $7.0M 72k 97.06
Fiserv (FI) 0.2 $7.1M 54k 131.12
Ventas (VTR) 0.2 $6.8M 114k 60.01
Hormel Foods Corporation (HRL) 0.2 $6.9M 189k 36.39
Intuit (INTU) 0.2 $6.9M 44k 157.77
Host Hotels & Resorts (HST) 0.2 $6.8M 341k 19.85
Sunstone Hotel Investors (SHO) 0.2 $6.7M 403k 16.53
Liberty Property Trust 0.2 $6.6M 154k 43.01
Cubesmart (CUBE) 0.2 $6.7M 232k 28.92
Epr Properties (EPR) 0.2 $6.2M 95k 65.46
Steris 0.2 $6.5M 74k 87.47
Udr (UDR) 0.2 $6.1M 158k 38.52
Gartner (IT) 0.2 $5.7M 46k 123.14
Duke Realty Corporation 0.2 $5.7M 208k 27.21
Ball Corporation (BALL) 0.2 $5.7M 151k 37.85
Ansys (ANSS) 0.1 $5.0M 34k 147.60
DiamondRock Hospitality Company (DRH) 0.1 $4.8M 428k 11.29
Federal Realty Inv. Trust 0.1 $5.1M 38k 132.81
Lamar Advertising Co-a (LAMR) 0.1 $4.9M 67k 74.24
Cognizant Technology Solutions (CTSH) 0.1 $4.5M 63k 71.01
National Retail Properties (NNN) 0.1 $4.6M 106k 43.13
Regency Centers Corporation (REG) 0.1 $3.1M 45k 69.18
CoreLogic 0.0 $304k 6.6k 46.17
Gramercy Property Trust 0.0 $304k 11k 26.67