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 | 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 |
