Echo Street Capital Management

Echo Street Capital Management as of June 30, 2017

Portfolio Holdings for Echo Street Capital Management

Echo Street Capital Management holds 147 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Interxion Holding 4.3 $115M 2.5M 45.78
American Tower Reit (AMT) 3.5 $95M 721k 132.32
Choice Hotels International (CHH) 3.0 $82M 1.3M 64.25
FleetCor Technologies 2.8 $75M 523k 144.21
Paypal Holdings (PYPL) 2.3 $62M 1.2M 53.67
Mondelez Int (MDLZ) 2.2 $60M 1.4M 43.19
Equinix (EQIX) 2.2 $59M 137k 429.16
Premier (PINC) 1.7 $45M 1.3M 36.00
Watsco, Incorporated (WSO) 1.7 $45M 290k 154.20
Calatlantic 1.6 $42M 1.2M 35.35
LKQ Corporation (LKQ) 1.5 $41M 1.3M 32.95
Middleby Corporation (MIDD) 1.5 $41M 337k 121.51
Dun & Bradstreet Corporation 1.4 $39M 356k 108.15
Crown Castle Intl (CCI) 1.4 $38M 382k 100.18
W.R. Grace & Co. 1.4 $36M 506k 72.01
Extended Stay America 1.4 $37M 1.9M 19.36
O'reilly Automotive (ORLY) 1.3 $35M 161k 218.74
Waste Connections (WCN) 1.3 $35M 546k 64.42
Cognizant Technology Solutions (CTSH) 1.3 $35M 528k 66.40
Thermo Fisher Scientific (TMO) 1.3 $35M 200k 174.47
MasterCard Incorporated (MA) 1.3 $34M 282k 121.45
Blue Buffalo Pet Prods 1.2 $34M 1.5M 22.81
RealPage 1.2 $33M 903k 35.95
American Homes 4 Rent-a reit (AMH) 1.2 $31M 1.4M 22.57
Ultimate Software 1.1 $31M 147k 210.06
Stericycle (SRCL) 1.1 $31M 403k 76.32
Life Storage Inc reit 1.1 $31M 414k 74.10
Spirit Realty reit 1.1 $31M 4.1M 7.41
Paychex (PAYX) 1.1 $30M 525k 56.94
CarMax (KMX) 1.1 $29M 454k 63.06
Visa (V) 1.0 $28M 298k 93.78
Pool Corporation (POOL) 1.0 $28M 237k 117.57
Meritage Homes Corporation (MTH) 1.0 $28M 656k 42.20
Ametek (AME) 1.0 $27M 452k 60.57
Lowe's Companies (LOW) 1.0 $26M 340k 77.53
Danaher Corporation (DHR) 1.0 $26M 311k 84.39
Hormel Foods Corporation (HRL) 1.0 $26M 763k 34.11
Sba Communications Corp (SBAC) 1.0 $26M 191k 134.90
Dentsply Sirona (XRAY) 0.9 $25M 379k 64.84
FedEx Corporation (FDX) 0.9 $24M 112k 217.33
MSC Industrial Direct (MSM) 0.9 $24M 282k 85.96
FactSet Research Systems (FDS) 0.9 $24M 147k 166.18
Ss&c Technologies Holding (SSNC) 0.9 $24M 616k 38.41
Tripadvisor (TRIP) 0.8 $23M 592k 38.20
S&p Global (SPGI) 0.8 $22M 150k 145.99
Paylocity Holding Corporation (PCTY) 0.7 $20M 440k 45.18
Equifax (EFX) 0.7 $20M 142k 137.42
Extra Space Storage (EXR) 0.7 $19M 239k 78.00
Education Rlty Tr New ret 0.7 $18M 472k 38.75
Global Payments (GPN) 0.7 $18M 199k 90.32
Kraft Heinz (KHC) 0.7 $18M 207k 85.64
Alphabet Inc Class A cs (GOOGL) 0.7 $18M 19k 929.68
American Campus Communities 0.7 $18M 371k 47.30
Servicemaster Global 0.6 $16M 410k 39.19
Sun Communities (SUI) 0.6 $16M 181k 87.69
Zoetis Inc Cl A (ZTS) 0.6 $16M 257k 62.38
Black Knight Finl Svcs Inc cl a 0.6 $16M 380k 40.95
Waters Corporation (WAT) 0.6 $15M 83k 183.84
Waste Management (WM) 0.6 $15M 206k 73.35
J.B. Hunt Transport Services (JBHT) 0.6 $15M 166k 91.38
Allegion Plc equity (ALLE) 0.6 $15M 182k 81.12
Newell Rubbermaid (NWL) 0.5 $15M 271k 53.62
Store Capital Corp reit 0.5 $15M 652k 22.45
Regency Centers Corporation (REG) 0.5 $14M 230k 62.64
Fortive (FTV) 0.5 $14M 225k 63.35
Essex Property Trust (ESS) 0.5 $14M 54k 257.28
Tanger Factory Outlet Centers (SKT) 0.5 $14M 539k 25.98
Moody's Corporation (MCO) 0.5 $14M 111k 121.68
Pepsi (PEP) 0.5 $14M 117k 115.49
Abaxis 0.5 $14M 256k 53.02
Liberty Property Trust 0.5 $13M 325k 40.71
J.M. Smucker Company (SJM) 0.5 $13M 108k 118.33
Hyatt Hotels Corporation (H) 0.5 $13M 226k 56.21
Dr Pepper Snapple 0.4 $12M 130k 91.11
Monster Beverage Corp (MNST) 0.4 $12M 239k 49.68
Public Storage (PSA) 0.4 $12M 55k 208.53
Weingarten Realty Investors 0.4 $11M 380k 30.10
National Retail Properties (NNN) 0.4 $11M 282k 39.10
Servicenow (NOW) 0.4 $11M 103k 106.00
Crown Holdings (CCK) 0.4 $11M 176k 59.66
Validus Holdings 0.4 $10M 198k 51.97
Church & Dwight (CHD) 0.4 $9.7M 188k 51.88
Park Hotels & Resorts Inc-wi (PK) 0.4 $9.8M 364k 26.96
Rlj Lodging Trust (RLJ) 0.3 $9.5M 480k 19.87
SELECT INCOME REIT COM SH BEN int 0.3 $9.4M 391k 24.03
PS Business Parks 0.3 $9.1M 69k 132.38
Align Technology (ALGN) 0.3 $8.8M 59k 150.11
Cubesmart (CUBE) 0.3 $9.0M 376k 24.04
PerkinElmer (RVTY) 0.3 $8.5M 125k 68.14
Transunion (TRU) 0.3 $8.5M 196k 43.31
Spdr S&p 500 Etf (SPY) 0.3 $8.0M 33k 241.79
United Parcel Service (UPS) 0.3 $7.5M 68k 110.60
Procter & Gamble Company (PG) 0.3 $7.5M 86k 87.14
Canadian Pacific Railway 0.3 $7.6M 47k 160.80
Beacon Roofing Supply (BECN) 0.3 $7.4M 151k 49.00
Fiserv (FI) 0.3 $7.5M 62k 122.35
Agree Realty Corporation (ADC) 0.3 $7.6M 165k 45.87
Hilton Worldwide Holdings (HLT) 0.3 $7.4M 120k 61.85
International Flavors & Fragrances (IFF) 0.3 $7.4M 55k 135.00
Air Products & Chemicals (APD) 0.3 $7.3M 51k 143.07
Jack Henry & Associates (JKHY) 0.3 $7.3M 71k 103.87
Alexandria Real Estate Equities (ARE) 0.3 $7.2M 60k 120.47
SYSCO Corporation (SYY) 0.3 $7.1M 141k 50.33
CoStar (CSGP) 0.3 $7.0M 26k 263.61
priceline.com Incorporated 0.3 $7.1M 3.8k 1870.50
Coca Cola European Partners (CCEP) 0.3 $7.1M 175k 40.67
Roper Industries (ROP) 0.2 $6.6M 29k 231.53
Vantiv Inc Cl A 0.2 $6.6M 105k 63.34
Steris 0.2 $6.7M 83k 81.50
Bemis Company 0.2 $6.4M 138k 46.25
Interpublic Group of Companies (IPG) 0.2 $6.4M 259k 24.60
Msci (MSCI) 0.2 $6.4M 62k 102.99
Prologis (PLD) 0.2 $6.4M 109k 58.64
Ihs Markit 0.2 $6.5M 148k 44.04
Cerner Corporation 0.2 $6.2M 93k 66.47
Weyerhaeuser Company (WY) 0.2 $6.1M 183k 33.50
Agilent Technologies Inc C ommon (A) 0.2 $6.2M 105k 59.31
Verisk Analytics (VRSK) 0.2 $6.2M 74k 84.37
A. O. Smith Corporation (AOS) 0.2 $6.3M 111k 56.33
Gaming & Leisure Pptys (GLPI) 0.2 $6.3M 168k 37.67
Mgm Growth Properties 0.2 $6.2M 213k 29.19
Clorox Company (CLX) 0.2 $6.0M 45k 133.24
AvalonBay Communities (AVB) 0.2 $6.0M 31k 192.16
Highwoods Properties (HIW) 0.2 $5.9M 117k 50.71
Group Cgi Cad Cl A 0.2 $5.9M 115k 51.07
Intuit (INTU) 0.2 $5.8M 44k 132.81
Wright Express (WEX) 0.2 $5.9M 57k 104.27
Epr Properties (EPR) 0.2 $5.8M 81k 71.88
Qts Realty Trust 0.2 $6.0M 114k 52.33
Copart (CPRT) 0.2 $5.8M 182k 31.79
Old Dominion Freight Line (ODFL) 0.2 $5.7M 60k 95.24
KAR Auction Services (KAR) 0.2 $5.6M 134k 41.97
Gartner (IT) 0.2 $5.2M 42k 123.50
Starbucks Corporation (SBUX) 0.2 $5.2M 89k 58.31
Colgate-Palmolive Company (CL) 0.2 $4.8M 65k 74.13
DiamondRock Hospitality Company (DRH) 0.2 $4.7M 431k 10.95
LaSalle Hotel Properties 0.2 $4.9M 165k 29.80
EastGroup Properties (EGP) 0.2 $4.7M 56k 83.81
salesforce (CRM) 0.2 $4.4M 51k 86.61
McCormick & Company, Incorporated (MKC) 0.2 $4.4M 45k 97.51
CoreLogic 0.2 $4.3M 98k 43.38
Automatic Data Processing (ADP) 0.1 $4.0M 39k 102.46
Aspen Insurance Holdings 0.1 $4.0M 79k 49.86
White Mountains Insurance Gp (WTM) 0.1 $3.7M 4.3k 868.69
Hershey Company (HSY) 0.1 $3.5M 32k 107.38
Dct Industrial Trust Inc reit usd.01 0.1 $3.6M 68k 53.44
Campbell Soup Company (CPB) 0.1 $2.6M 50k 52.16