Echo Street Capital Management as of Dec. 31, 2012
Portfolio Holdings for Echo Street Capital Management
Echo Street Capital Management holds 42 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| LKQ Corporation (LKQ) | 7.5 | $30M | 1.4M | 21.10 | |
| Crown Castle International | 6.1 | $24M | 335k | 72.16 | |
| Copart (CPRT) | 5.3 | $21M | 722k | 29.50 | |
| FleetCor Technologies | 5.3 | $21M | 393k | 53.65 | |
| Equinix | 5.2 | $21M | 101k | 206.20 | |
| AutoZone (AZO) | 5.1 | $20M | 57k | 354.44 | |
| Crown Holdings (CCK) | 4.5 | $18M | 491k | 36.81 | |
| Fiserv (FI) | 4.5 | $18M | 228k | 79.03 | |
| Wells Fargo & Company (WFC) | 3.8 | $15M | 443k | 34.18 | |
| Corrections Corporation of America | 3.4 | $14M | 380k | 35.47 | |
| Endurance Specialty Hldgs Lt | 2.7 | $11M | 274k | 39.69 | |
| Oracle Corporation (ORCL) | 2.5 | $10M | 303k | 33.32 | |
| FedEx Corporation (FDX) | 2.5 | $10M | 109k | 91.72 | |
| Cinemark Holdings (CNK) | 2.3 | $9.3M | 358k | 25.98 | |
| Epr Pptys conv pfd 9% sr e (EPR.PE) | 2.3 | $9.3M | 313k | 29.65 | |
| SBA Communications Corporation | 2.3 | $9.1M | 128k | 70.98 | |
| Mid-America Apartment (MAA) | 2.1 | $8.3M | 129k | 64.75 | |
| MasterCard Incorporated (MA) | 1.9 | $7.8M | 16k | 491.27 | |
| Airgas | 1.9 | $7.4M | 81k | 91.28 | |
| Berkshire Hathaway (BRK.B) | 1.8 | $7.3M | 81k | 89.70 | |
| Intercontinental Htls Spons | 1.8 | $7.1M | 254k | 27.82 | |
| Sally Beauty Holdings (SBH) | 1.7 | $6.8M | 288k | 23.57 | |
| Tanger Factory Outlet Centers (SKT) | 1.6 | $6.3M | 183k | 34.20 | |
| Lowe's Companies (LOW) | 1.6 | $6.2M | 176k | 35.52 | |
| W.R. Berkley Corporation (WRB) | 1.5 | $6.1M | 161k | 37.74 | |
| Noble Corporation Com Stk | 1.5 | $6.0M | 174k | 34.82 | |
| Atwood Oceanics | 1.5 | $6.0M | 132k | 45.79 | |
| Rowan Companies | 1.5 | $6.0M | 192k | 31.27 | |
| Yum! Brands (YUM) | 1.5 | $6.0M | 90k | 66.40 | |
| Essex Property Trust (ESS) | 1.4 | $5.8M | 39k | 146.65 | |
| Advance Auto Parts (AAP) | 1.4 | $5.6M | 78k | 72.35 | |
| Ace Limited Cmn | 1.4 | $5.5M | 69k | 79.80 | |
| Family Dollar Stores | 1.3 | $5.2M | 82k | 63.41 | |
| Everest Re Group (EG) | 1.3 | $5.1M | 46k | 109.96 | |
| American Express Company (AXP) | 1.3 | $5.1M | 88k | 57.48 | |
| Henry Schein (HSIC) | 1.3 | $5.0M | 63k | 80.43 | |
| Equity Lifestyle Properties (ELS) | 1.2 | $5.0M | 74k | 67.29 | |
| Felcor Lodging Trust Inc. pfd cv a $1.95 | 0.9 | $3.4M | 142k | 24.26 | |
| Simon Property (SPG) | 0.6 | $2.4M | 16k | 158.06 | |
| Allied World Assurance | 0.2 | $946k | 12k | 78.83 | |
| Epr Properties Pfd C 5.75% (EPR.PC) | 0.2 | $787k | 36k | 21.96 | |
| PS Business Parks | 0.1 | $555k | 8.5k | 65.03 |
