Echo Street Capital Management

Latest statistics and disclosures from Echo Street Capital Management's latest quarterly 13F-HR filing:

Companies in the Echo Street Capital Management portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Choice Hotels International (CHH) 3.00 1.97M +28% 77.74
W.R. Grace & Co. (GRA) 2.79 1.82M +3% 78.04
Interxion Holding N.v shs 2.51 1.92M -22% 66.73
Wright Express 2.15 570063 +233% 191.99
Crown Castle Intl 2.12 845038 +11% 128.00
Ss&c Technologies Holding 1.95 1.56M -11% 63.69
American Homes 4 Rent-a reit 1.92 4.31M -8% 22.72
Crown Holdings (CCK) 1.60 1.50M +13% 54.57
Equinix 1.56 175502 +20% 453.16
Agilent Technologies Inc C ommon 1.47 929733 -4% 80.38
IAC/InterActive (IACI) 1.40 339198 +249% 210.11
Paypal Holdings 1.37 672918 -6% 103.84
FleetCor Technologies (FLT) 1.31 269867 -28% 246.59
Charles Schwab Corporation (SCHW) 1.27 1.52M +11% 42.76
J.B. Hunt Transport Services (JBHT) 1.26 636580 +27% 101.29
Global Payments (GPN) 1.18 438859 -22% 136.52
D.R. Horton (DHI) 1.14 1.41M +229% 41.38
Ihs Markit Ltd Shs stock 1.12 1.05M +50% 54.38
Zendesk 1.11 665988 +30% 85.00
Healthcare Tr Amer Inc cl a 1.10 1.96M +65% 28.59
S&p Global 1.10 266251 +15% 210.55
ANSYS (ANSS) 1.07 297934 -6% 182.71
LKQ Corporation (LKQX) 1.02 1.83M +641% 28.38
Meritage Homes Corporation (MTH) 1.02 1.16M 44.71
RealPage (RP) 1.02 854444 -28% 60.69
PerkinElmer (PKI) 1.00 527894 +18% 96.36
Taylor Morrison Hom 0.99 2.83M +20% 17.75
Blackbaud (BLKB) 0.97 620031 +729% 79.73
Aramark Hldgs 0.95 1.63M +6% 29.55
Middleby Corporation (MIDD) 0.93 363050 -19% 130.03
Pagseguro Digital Ltd-cl A 0.92 1.57M +17% 29.85
Spirit Realty Capital Inc 0.92 1.18M +5% 39.73
Thermo Fisher Scientific (TMO) 0.89 166136 -33% 273.72
Microsoft Corporation (MSFT) 0.88 382469 -25% 117.94
Mgm Growth Properties 0.87 1.38M +12% 32.25
Cognizant Technology Solutions (CTSH) 0.86 602108 72.45
Goldman Sachs (GS) 0.84 223541 +44% 191.99
Host Hotels & Resorts (HST) 0.83 2.24M +331% 18.90
Outfront Media 0.83 1.82M -29% 23.40
Medidata Solutions (MDSO) 0.82 573220 +53% 73.24
Wyndham Hotels And Resorts Inc 0.82 837758 +32% 49.99
Alexandria Real Estate Equities (ARE) 0.80 285326 -4% 142.56
Booking Holdings 0.80 23273 NEW 1744.90
Cubesmart 0.78 1.25M +68% 32.04
Altaba 0.78 533157 +7% 74.12
Alphabet Inc Class A cs 0.77 33201 +47% 1176.89
Lowe's Companies (LOW) 0.76 352467 +206% 109.47
Vici Pptys Inc 0.76 1.76M +18% 21.88
Gaming & Leisure Pptys 0.75 990353 +5% 38.57
Canadian Pacific Railway Ltd 0.74 183695 +115% 206.26
Hyatt Hotels Corporation (H) 0.74 518997 +228% 72.57
Sunstone Hotel Investors (SHO) 0.71 2.51M +255% 14.40
MasterCard Incorporated (MA) 0.69 150095 -8% 235.45
Worldpay Ord 0.69 308687 -17% 113.50
Equifax (EFX) 0.68 293163 +47% 118.50
Danaher Corporation (DHR) 0.68 261043 +18% 132.02
Sun Communities (SUI) 0.68 293196 -23% 118.52
Servicenow 0.67 138240 +40% 246.49
Sabre 0.66 1.58M NEW 21.39
eBay (EBAY) 0.64 873773 -63% 37.14
salesforce (CRM) 0.63 202264 +11% 158.37
Appfolio 0.62 398143 +205% 79.40
Paylocity Holding Corporation 0.61 348326 -31% 89.19
Total System Services (TSS) 0.59 315170 +102% 95.01
Bemis Company (BMS) 0.59 537872 55.48
Visa (V) 0.59 192697 -18% 156.19
Workday Inc cl a 0.59 155995 +96% 192.85
Highwoods Properties (HIW) 0.58 635314 +3% 46.78
AvalonBay Communities (AVB) 0.57 144964 +37% 200.73
Docusign Inc 0.57 559997 +2% 51.84
Coca-Cola Company (KO) 0.56 612219 NEW 46.86
Ultimate Software (ULTI) 0.54 82759 -27% 330.13
UniFirst Corporation (UNF) 0.54 179130 +65% 153.50
Regency Centers Corporation (REG) 0.54 408840 +149% 67.49
Talend S A ads 0.53 539044 NEW 50.57
Amdocs Ltd ord 0.52 488856 +412% 54.11
Life Storage Inc reit 0.52 272206 NEW 97.27
Cerner Corporation (CERN) 0.50 448047 +25% 57.21
Allegion Plc equity 0.49 276031 +164% 90.71
Extended Stay America 0.49 1.40M +13% 17.95
Healthequity 0.49 335091 NEW 73.98
Envestnet (ENV) 0.48 376870 -17% 65.39
Everest Re Group Ltd. 0.47 110496 +127% 215.96
Canadian Natl Ry Co 0.46 261153 +3% 89.62
MicroStrategy Incorporated (MSTR) 0.46 163230 +7% 144.25
CoreLogic (CLGX) 0.46 631099 -25% 37.26
Monster Beverage Corp Com stock 0.46 427963 -17% 54.58
Moody's Corporation (MCO) 0.44 123033 -45% 181.09
Intuit (INTU) 0.44 86489 +31% 261.41
Prologis Inc. 0.44 309402 -36% 71.95
FactSet Research Systems (FDS) 0.43 88896 -22% 248.27
American Tower Reit 0.43 111812 +14% 197.06
CoStar (CSGP) 0.42 45390 -55% 466.42
Transunion 0.40 302941 -45% 66.84
RPM International (RPM) 0.39 342493 NEW 58.04
Zoetis Inc Cl A 0.39 198023 +26% 100.67
Waste Connections Inc Com stock 0.39 226660 -64% 88.59
Stoneco Ltd 0.39 479359 -20% 41.11
Berkshire Hathaway (BRK.B) 0.38 95618 +148% 200.89
Copart (CPRT) 0.38 317146 +26% 60.59
Amazon (AMZN) 0.38 10971 -5% 1780.79
Church & Dwight (CHD) 0.38 271040 +14% 71.23
Verisk Analytics (VRSK) 0.34 130264 +19% 133.00
Paychex (PAYX) 0.33 208282 +19% 80.20
Fiserv (FISV) 0.32 182289 +19% 88.28
Black Knight Inc 0.32 302190 +26% 54.50
Fortive 0.31 190126 -6% 83.89
Steris Plc Ord equities 0.31 125008 NEW 128.03
International Flavors & Fragrances (IFF) 0.30 117747 NEW 128.79
Waters Corporation (WAT) 0.30 61650 +19% 251.71
MSCI (MSCI) 0.30 75970 +26% 198.84
Yelp Inc cl a 0.30 447926 NEW 34.50
Pool Corporation (POOL) 0.29 90617 +75% 164.97
Descartes Sys Grp Inc 0.29 412089 -27% 36.39
O'reilly Automotive Inc 0.29 37815 +16% 388.31
Coca Cola European Partners shs 0.28 274702 +49% 51.74
Automatic Data Processing (ADP) 0.26 82812 +19% 159.74
Align Technology (ALGN) 0.26 47169 -41% 284.34
Genpact Limited shs 0.26 377620 +18% 35.18
Mondelez Int 0.26 269468 -77% 49.92
Broadridge Financial Solutions (BR) 0.25 124592 NEW 103.69
Fidelity National Information Services (FIS) 0.25 111428 NEW 113.10
Aon 0.25 74669 NEW 170.70
Cgi Inc Cl A Sub Vtg stock 0.25 183265 NEW 68.82
Roper Industries (ROP) 0.24 36379 +25% 341.98
Jack Henry & Associates (JKHY) 0.24 87992 +19% 138.74
Central Garden & Pet (CENTA) 0.24 536130 +32% 23.25
Macerich Company (MAC) 0.23 265726 +23% 43.35
Instructure 0.22 235414 +4% 47.12
PPG Industries (PPG) 0.21 93364 NEW 112.87
CMS Energy Corporation (CMS) 0.20 184453 +7% 55.54
Weyerhaeuser Company (WY) 0.20 378187 -32% 26.34
Toll Brothers (TOL) 0.20 284155 NEW 36.20
American Campus Communities (ACC) 0.20 214829 -21% 47.58
Old Dominion Freight Line (ODFL) 0.20 71067 +19% 144.38
Ceridian Hcm Hldg Inc 0.20 201516 -47% 51.30
Linde Plc 0.20 58590 NEW 175.93
Rlj Lodging Trust Com 0.19 557682 NEW 17.57
Veeva Sys Inc cl a 0.19 78364 -4% 126.86
Paycom Software 0.19 50180 +26% 189.14
Lennar Corporation (LEN) 0.18 182685 NEW 49.09
Tanger Factory Outlet Centers (SKT) 0.17 401123 +7% 20.98
Pebblebrook Hotel Trust (PEB) 0.17 280577 -5% 31.06
Duke Energy 0.17 97200 NEW 90.00
Liberty Tripadvisor Hldgs 0.17 620511 +7% 14.19
IDEXX Laboratories (IDXX) 0.16 36075 +35% 223.59
Avery Dennison Corporation (AVY) 0.16 70385 -83% 113.01
Markel Corporation (MKL) 0.15 7628 996.20
Eventbrite Inc 0.15 400038 NEW 19.17
Fintech Acquisition Corp Iii 0.15 766603 NEW 9.75
Collier Creek Holdings unit 99/99/9999 0.14 692475 10.32
Cyrusone 0.13 124817 NEW 52.44
Ellie Mae Inc. 0.12 59851 -75% 98.70
Gores Metropoulos Inc unit 99/99/9999 0.12 600000 NEW 10.24
Liberty Expedia Holdings ser a 0.11 126948 +7% 42.80
Atmos Energy Corporation (ATO) 0.10 50873 -31% 102.92
Essex Property Trust (ESS) 0.10 17508 NEW 289.24
Forum Merger Ii Corp cl a 0.10 496650 9.91
Tortoise Acquisition Corp unit 03/04/2024 0.10 500000 NEW 9.99
SPDR S&P; 500 ETF (SPY) 0.09 16985 -94% 282.48
DiamondRock Hospitality Company (DRH) 0.09 446390 -38% 10.83
Potlatch Corporation (PCH) 0.07 93046 -51% 37.79
PS Business Parks (PSB) 0.05 17240 -16% 156.84
Angi Homeservices Inc 0.05 150206 -27% 15.44
Spirit Mta Reit 0.05 421193 +7% 6.49
Store Capital Corp reit 0.04 63109 -78% 33.50
Arya Sciences Acquisition Co unit 10/04/2023 0.04 197850 10.35
Churchill Cap Corp Com Cl A 0.04 573075 -70% 3.37
Essential Properties Realty reit 0.01 22350 -98% 19.51
Fintech Acquisition Corp Iii *w exp 12/01/202 0.01 370988 NEW 0.91
Forum Merger Ii Corp warrant 0.00 498537 0.44

Past 13F-HR SEC Filings by Echo Street Capital Management

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