Echo Street Capital Management

Echo Street Capital Management as of Dec. 31, 2013

Portfolio Holdings for Echo Street Capital Management

Echo Street Capital Management holds 85 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fiserv (FI) 4.9 $50M 841k 59.05
Equinix 3.6 $37M 207k 177.45
FleetCor Technologies 3.6 $36M 310k 117.17
Roper Industries (ROP) 3.5 $35M 255k 138.68
SBA Communications Corporation 3.4 $35M 388k 89.84
Copart (CPRT) 3.2 $33M 891k 36.65
Visa (V) 2.9 $30M 134k 222.68
Lowe's Companies (LOW) 2.8 $29M 578k 49.55
Zoetis Inc Cl A (ZTS) 2.6 $27M 811k 32.69
American Tower Reit (AMT) 2.5 $26M 324k 79.82
O'reilly Automotive (ORLY) 2.4 $25M 191k 128.71
Union Pacific Corporation (UNP) 2.3 $24M 142k 168.00
Brown & Brown (BRO) 2.2 $22M 711k 31.39
Aramark Hldgs (ARMK) 1.9 $20M 754k 26.22
Ross Stores (ROST) 1.9 $20M 262k 74.93
eBay (EBAY) 1.9 $19M 353k 54.86
Cinemark Holdings (CNK) 1.9 $19M 581k 33.33
M.D.C. Holdings 1.9 $19M 595k 32.24
Crown Castle International 1.9 $19M 257k 73.43
Aon 1.8 $19M 223k 83.89
Mid-America Apartment (MAA) 1.8 $19M 305k 60.74
Sensient Technologies Corporation (SXT) 1.8 $18M 377k 48.52
Thermo Fisher Scientific (TMO) 1.7 $18M 157k 111.35
AutoZone (AZO) 1.7 $17M 36k 477.93
Ace Limited Cmn 1.6 $17M 160k 103.53
Equifax (EFX) 1.6 $17M 240k 69.09
Watsco, Incorporated (WSO) 1.5 $15M 158k 96.06
J.M. Smucker Company (SJM) 1.5 $15M 144k 103.62
Interxion Holding 1.4 $14M 610k 23.61
PetSmart 1.4 $14M 190k 72.75
Vantiv Inc Cl A 1.4 $14M 426k 32.61
Old Dominion Freight Line (ODFL) 1.3 $13M 250k 53.02
Omni (OMC) 1.2 $12M 163k 74.37
Waste Connections 1.2 $12M 275k 43.63
Advance Auto Parts (AAP) 1.0 $10M 93k 110.68
Wells Fargo & Company (WFC) 0.9 $9.6M 211k 45.40
Tanger Factory Outlet Centers (SKT) 0.9 $9.4M 294k 32.02
Jones Lang LaSalle Incorporated (JLL) 0.9 $9.1M 89k 102.39
Praxair 0.9 $8.8M 67k 130.02
Epr Pptys conv pfd 9% sr e (EPR.PE) 0.9 $8.8M 313k 28.05
Invesco (IVZ) 0.8 $8.2M 226k 36.40
H.B. Fuller Company (FUL) 0.8 $8.1M 155k 52.04
Cole Real Estate Invts 0.8 $8.0M 570k 14.04
McDonald's Corporation (MCD) 0.8 $8.0M 83k 97.03
Dollar Tree (DLTR) 0.8 $7.9M 140k 56.42
Marsh & McLennan Companies (MMC) 0.8 $7.9M 163k 48.36
Crown Holdings (CCK) 0.8 $7.7M 173k 44.57
Waters Corporation (WAT) 0.8 $7.8M 78k 100.00
W.W. Grainger (GWW) 0.7 $7.3M 29k 255.43
LKQ Corporation (LKQ) 0.7 $6.7M 204k 32.90
Everest Re Group (EG) 0.6 $6.4M 41k 155.88
Verisk Analytics (VRSK) 0.5 $5.2M 80k 65.71
MasterCard Incorporated (MA) 0.5 $4.9M 5.8k 835.51
Fidelity National Information Services (FIS) 0.5 $4.9M 91k 53.68
Sirona Dental Systems 0.5 $4.8M 68k 70.20
ABM Industries (ABM) 0.5 $4.6M 160k 28.59
Cbre Group Inc Cl A (CBRE) 0.4 $4.3M 162k 26.30
CSX Corporation (CSX) 0.4 $4.2M 145k 28.77
Danaher Corporation (DHR) 0.4 $4.2M 54k 77.21
Home Depot (HD) 0.4 $4.1M 49k 82.35
Norfolk Southern (NSC) 0.4 $4.0M 44k 92.83
Panera Bread Company 0.4 $4.1M 23k 176.68
Ametek (AME) 0.4 $4.1M 78k 52.67
Colfax Corporation 0.4 $4.1M 64k 63.70
Ecolab (ECL) 0.4 $3.9M 38k 104.27
International Flavors & Fragrances (IFF) 0.4 $3.9M 46k 85.98
Ventas (VTR) 0.4 $3.9M 69k 57.27
Applied Industrial Technologies (AIT) 0.4 $4.0M 82k 49.09
Mednax (MD) 0.4 $3.9M 74k 53.38
Dollar General (DG) 0.4 $3.9M 65k 60.32
Coca-cola Enterprises 0.4 $4.0M 91k 44.13
Ralph Lauren Corp (RL) 0.4 $4.0M 23k 176.57
Kellogg Company (K) 0.4 $3.7M 61k 61.07
Fastenal Company (FAST) 0.4 $3.8M 80k 47.51
Family Dollar Stores 0.3 $3.6M 55k 64.96
Eaton Vance 0.3 $3.6M 83k 42.80
United Stationers 0.3 $3.5M 76k 45.89
Felcor Lodging Trust Inc. pfd cv a $1.95 0.3 $3.4M 142k 24.25
Patterson Companies (PDCO) 0.3 $2.8M 68k 41.21
Intercontinental Htls Spons 0.3 $2.8M 83k 33.44
Airgas 0.2 $2.3M 21k 111.86
W.R. Berkley Corporation (WRB) 0.2 $2.1M 49k 43.40
Tim Hortons Inc Com Stk 0.2 $1.8M 31k 58.38
Epr Properties Pfd C 5.75% (EPR.PC) 0.1 $733k 36k 20.45
Validus Holdings 0.1 $612k 15k 40.26