Echo Street Capital Management

Echo Street Capital Management as of March 31, 2015

Portfolio Holdings for Echo Street Capital Management

Echo Street Capital Management holds 127 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Equinix Com Par $0.001 (EQIX) 3.3 $57M 244k 232.85
Ecolab (ECL) 3.2 $55M 482k 114.38
American Tower Reit (AMT) 2.8 $49M 521k 94.15
Heartland Payment Systems 2.8 $48M 1.0M 46.85
LKQ Corporation (LKQ) 2.8 $48M 1.9M 25.56
Clarcor 2.6 $45M 676k 66.06
Union Pacific Corporation (UNP) 2.3 $39M 363k 108.31
SBA Communications Corporation 2.1 $37M 312k 117.10
Ametek (AME) 2.0 $35M 666k 52.54
Watsco, Incorporated (WSO) 1.7 $30M 239k 125.70
Old Dominion Freight Line (ODFL) 1.7 $30M 383k 77.30
FleetCor Technologies 1.7 $30M 195k 150.92
Gildan Activewear Inc Com Cad (GIL) 1.7 $29M 968k 29.52
Solera Holdings 1.6 $28M 548k 51.66
Lowe's Companies (LOW) 1.6 $27M 367k 74.39
Allegion Pub Ord Shs (ALLE) 1.6 $27M 446k 61.17
Meritage Homes Corporation (MTH) 1.6 $27M 560k 48.64
M.D.C. Holdings 1.6 $27M 948k 28.50
Dun & Bradstreet Corporation 1.5 $26M 206k 128.36
Lamar Advertising Cl A (LAMR) 1.5 $26M 433k 59.27
Ihs Cl A 1.4 $25M 216k 113.76
Stericycle (SRCL) 1.4 $23M 167k 140.43
W.R. Grace & Co. 1.3 $22M 225k 98.87
Visa Com Cl A (V) 1.2 $21M 321k 65.41
Beacon Roofing Supply (BECN) 1.2 $21M 668k 31.30
Rlj Lodging Trust (RLJ) 1.2 $20M 634k 31.31
Spirit Realty reit 1.1 $19M 1.6M 12.08
Fiserv (FI) 1.0 $18M 228k 79.40
Mid-America Apartment (MAA) 1.0 $18M 233k 77.27
DealerTrack Holdings 1.0 $18M 454k 38.52
Sabre (SABR) 1.0 $17M 698k 24.30
American Intl Group Com New (AIG) 1.0 $17M 301k 54.79
Markit SHS 1.0 $16M 610k 26.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $16M 79k 206.43
United Stationers 0.9 $16M 395k 40.99
National Retail Properties (NNN) 0.9 $16M 385k 40.97
Verisk Analytics Cl A (VRSK) 0.8 $15M 203k 71.40
Crown Castle Intl (CCI) 0.8 $14M 173k 82.54
United Natural Foods (UNFI) 0.8 $14M 185k 77.04
Home Properties 0.8 $14M 201k 69.29
Ventas (VTR) 0.8 $14M 191k 73.02
Honeywell International (HON) 0.8 $14M 132k 104.31
H.B. Fuller Company (FUL) 0.8 $14M 319k 42.87
Hospitality Pptys Tr Com Sh Ben Int 0.8 $14M 411k 32.99
Airgas 0.8 $13M 126k 106.11
Partner Re 0.8 $13M 117k 114.33
McGraw-Hill Companies 0.8 $13M 128k 103.40
Ryland 0.8 $13M 271k 48.74
Moody's Corporation (MCO) 0.7 $13M 123k 103.80
Aspen Insurance Holdings SHS 0.7 $12M 254k 47.23
Aon Shs Cl A 0.7 $12M 125k 96.12
Select Income Reit Com Sh Ben Int 0.7 $12M 479k 24.99
Ingersoll-rand SHS 0.7 $12M 175k 68.08
Air Products & Chemicals (APD) 0.7 $12M 78k 151.28
Mondelez Intl Cl A (MDLZ) 0.7 $12M 327k 36.09
RPM International (RPM) 0.7 $12M 241k 47.99
Mastercard Cl A (MA) 0.7 $12M 134k 86.39
Msc Indl Direct Cl A (MSM) 0.6 $11M 155k 72.20
Applied Industrial Technologies (AIT) 0.6 $11M 246k 45.34
Landstar System (LSTR) 0.6 $11M 168k 66.30
Sunstone Hotel Investors (SHO) 0.6 $10M 604k 16.67
Middleby Corporation (MIDD) 0.6 $10M 98k 102.65
Team Health Holdings 0.6 $10M 171k 58.51
AutoZone (AZO) 0.5 $9.3M 14k 682.13
Brown & Brown (BRO) 0.5 $8.9M 270k 33.11
Invesco SHS (IVZ) 0.5 $8.8M 222k 39.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $8.8M 61k 144.31
Epr Pptys Com Sh Ben Int (EPR) 0.5 $8.7M 145k 60.03
Bemis Company 0.5 $8.6M 185k 46.31
Everest Re Group (EG) 0.5 $8.4M 48k 174.00
G & K SVCS Cl A 0.5 $8.2M 113k 72.53
Gramercy Ppty Tr Com New 0.5 $8.0M 284k 28.07
Henry Schein (HSIC) 0.4 $7.6M 54k 139.61
Hershey Company (HSY) 0.4 $7.4M 73k 100.90
IDEX Corporation (IEX) 0.4 $7.2M 95k 75.83
Healthcare Realty Trust Incorporated 0.4 $6.7M 243k 27.78
Advance Auto Parts (AAP) 0.4 $6.7M 45k 149.70
Mednax (MD) 0.4 $6.6M 90k 72.51
Praxair 0.4 $6.5M 54k 120.73
HCP 0.4 $6.4M 147k 43.21
Fidelity National Information Services (FIS) 0.4 $6.3M 93k 68.06
Thermo Fisher Scientific (TMO) 0.4 $6.3M 47k 134.35
KAR Auction Services (KAR) 0.4 $6.2M 163k 37.93
UniFirst Corporation (UNF) 0.4 $6.1M 52k 117.69
Wright Express (WEX) 0.4 $6.1M 57k 107.35
Waters Corporation (WAT) 0.4 $6.1M 49k 124.32
Agilent Technologies Inc C ommon (A) 0.4 $6.1M 146k 41.55
Travelers Companies (TRV) 0.3 $6.0M 55k 108.13
DiamondRock Hospitality Company (DRH) 0.3 $5.9M 421k 14.13
Simon Property (SPG) 0.3 $5.9M 30k 195.66
Validus Holdings Com Shs 0.3 $5.9M 141k 42.10
Progressive Waste Solutions 0.3 $5.9M 202k 29.38
AutoNation (AN) 0.3 $5.9M 92k 64.33
Global Payments (GPN) 0.3 $5.9M 64k 91.67
PerkinElmer (RVTY) 0.3 $5.9M 115k 51.14
Piedmont Office Realty Tr In Com Cl A (PDM) 0.3 $5.9M 316k 18.61
Health Care REIT 0.3 $5.9M 76k 77.36
Expeditors International of Washington (EXPD) 0.3 $5.9M 122k 48.18
Tyco Intl SHS 0.3 $5.9M 136k 43.06
Mead Johnson Nutrition 0.3 $5.8M 58k 100.53
Affiliated Managers (AMG) 0.3 $5.8M 27k 214.80
Procter & Gamble Company (PG) 0.3 $5.8M 71k 81.94
Vantiv Cl A 0.3 $5.8M 153k 37.70
Paychex (PAYX) 0.3 $5.8M 116k 49.62
Fastenal Company (FAST) 0.3 $5.6M 136k 41.44
PPG Industries (PPG) 0.3 $5.6M 25k 225.53
Equity Lifestyle Properties (ELS) 0.3 $5.6M 102k 54.95
CSX Corporation (CSX) 0.3 $5.5M 167k 33.12
Axis Capital Holdings SHS (AXS) 0.3 $5.5M 107k 51.58
Roper Industries (ROP) 0.3 $5.5M 32k 172.00
BlackRock (BLK) 0.3 $5.5M 15k 365.83
Norfolk Southern (NSC) 0.3 $5.5M 53k 102.92
Smucker J M Com New (SJM) 0.3 $5.2M 45k 115.73
Knight Transportation 0.3 $5.0M 156k 32.25
Valspar Corporation 0.3 $4.9M 59k 84.03
Eaton Vance Corp Com Non Vtg 0.3 $4.9M 118k 41.64
Gra (GGG) 0.3 $4.7M 65k 72.15
Copart (CPRT) 0.3 $4.6M 124k 37.57
Crown Holdings (CCK) 0.2 $3.4M 63k 54.02
Cohen & Steers (CNS) 0.2 $3.0M 72k 40.94
Allied Wrld Assur Com Hldg A SHS 0.2 $2.9M 73k 40.40
Chubb Corporation 0.2 $2.9M 29k 101.11
Hormel Foods Corporation (HRL) 0.1 $1.7M 29k 56.87
Extended Stay Amer Unit 99/99/9999b 0.1 $1.2M 62k 19.53
Alleghany Corporation 0.1 $1.2M 2.5k 487.02
Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $598k 6.0k 99.67
M/I Homes (MHO) 0.0 $587k 25k 23.86