Echo Street Capital Management as of March 31, 2013
Portfolio Holdings for Echo Street Capital Management
Echo Street Capital Management holds 52 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| LKQ Corporation (LKQ) | 6.5 | $41M | 1.9M | 21.76 | |
| Crown Holdings (CCK) | 5.2 | $33M | 795k | 41.61 | |
| FleetCor Technologies | 5.0 | $32M | 419k | 76.67 | |
| Fiserv (FI) | 4.9 | $31M | 357k | 87.86 | |
| AutoZone (AZO) | 4.8 | $31M | 78k | 396.77 | |
| Crown Castle International | 4.6 | $29M | 422k | 69.64 | |
| Equinix | 4.5 | $29M | 134k | 216.31 | |
| Cinemark Holdings (CNK) | 3.3 | $21M | 717k | 29.44 | |
| Wells Fargo & Company (WFC) | 3.1 | $20M | 527k | 36.99 | |
| Corrections Corporation of America | 2.8 | $18M | 454k | 39.07 | |
| Henry Schein (HSIC) | 2.8 | $18M | 189k | 92.55 | |
| AvalonBay Communities (AVB) | 2.7 | $17M | 137k | 126.67 | |
| Ecolab (ECL) | 2.5 | $16M | 200k | 80.18 | |
| FedEx Corporation (FDX) | 2.2 | $14M | 142k | 98.20 | |
| Ace Limited Cmn | 2.1 | $14M | 154k | 88.97 | |
| Everest Re Group (EG) | 2.1 | $13M | 103k | 129.86 | |
| Airgas | 2.0 | $13M | 132k | 99.16 | |
| Mid-America Apartment (MAA) | 2.0 | $13M | 188k | 69.06 | |
| Roper Industries (ROP) | 1.6 | $10M | 82k | 127.30 | |
| Epr Pptys conv pfd 9% sr e (EPR.PE) | 1.6 | $10M | 313k | 32.34 | |
| Lowe's Companies (LOW) | 1.6 | $9.9M | 260k | 37.92 | |
| Yum! Brands (YUM) | 1.5 | $9.8M | 137k | 71.94 | |
| Essex Property Trust (ESS) | 1.5 | $9.5M | 63k | 150.57 | |
| American Tower Reit (AMT) | 1.5 | $9.5M | 123k | 76.92 | |
| SBA Communications Corporation | 1.5 | $9.4M | 130k | 72.00 | |
| Capital One Financial (COF) | 1.4 | $9.2M | 168k | 54.95 | |
| Oracle Corporation (ORCL) | 1.4 | $9.1M | 281k | 32.33 | |
| Intercontinental Htls Spons | 1.4 | $8.9M | 294k | 30.42 | |
| Copart (CPRT) | 1.4 | $8.9M | 258k | 34.27 | |
| Atwood Oceanics | 1.4 | $8.9M | 169k | 52.54 | |
| Noble Corporation Com Stk | 1.4 | $8.8M | 231k | 38.15 | |
| W.R. Berkley Corporation (WRB) | 1.3 | $8.5M | 192k | 44.37 | |
| Visa (V) | 1.3 | $8.5M | 50k | 169.84 | |
| MasterCard Incorporated (MA) | 1.3 | $8.2M | 15k | 541.16 | |
| Union Pacific Corporation (UNP) | 1.3 | $8.0M | 56k | 142.41 | |
| Advance Auto Parts (AAP) | 1.2 | $7.6M | 93k | 82.65 | |
| Old Dominion Freight Line (ODFL) | 1.2 | $7.6M | 199k | 38.20 | |
| Danaher Corporation (DHR) | 1.2 | $7.5M | 120k | 62.15 | |
| SELECT INCOME REIT COM SH BEN int | 1.1 | $7.3M | 275k | 26.45 | |
| Invesco (IVZ) | 1.0 | $6.6M | 229k | 28.96 | |
| Simon Property (SPG) | 0.9 | $6.0M | 38k | 158.55 | |
| Equifax (EFX) | 0.8 | $5.4M | 94k | 57.59 | |
| Sirona Dental Systems | 0.8 | $4.9M | 67k | 73.73 | |
| Rowan Companies | 0.8 | $4.9M | 139k | 35.36 | |
| Equity Lifestyle Properties (ELS) | 0.7 | $4.2M | 55k | 76.80 | |
| Ametek (AME) | 0.6 | $3.9M | 89k | 43.36 | |
| Felcor Lodging Trust Inc. pfd cv a $1.95 | 0.6 | $3.5M | 142k | 24.83 | |
| Ensco Plc Shs Class A | 0.5 | $3.4M | 57k | 60.01 | |
| Tanger Factory Outlet Centers (SKT) | 0.5 | $2.9M | 81k | 36.18 | |
| Meritage Homes Corporation (MTH) | 0.2 | $1.6M | 35k | 46.86 | |
| PS Business Parks | 0.1 | $800k | 10k | 78.87 | |
| Epr Properties Pfd C 5.75% (EPR.PC) | 0.1 | $823k | 36k | 22.97 |
