Echo Street Capital Management

Echo Street Capital Management as of Sept. 30, 2017

Portfolio Holdings for Echo Street Capital Management

Echo Street Capital Management holds 136 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Interxion Holding 4.4 $130M 2.6M 50.93
American Tower Reit (AMT) 3.2 $94M 689k 136.68
Choice Hotels International (CHH) 3.1 $90M 1.4M 63.90
FleetCor Technologies 3.0 $89M 574k 154.77
Equinix (EQIX) 2.4 $70M 157k 446.30
Crown Castle Intl (CCI) 2.2 $64M 639k 99.98
Mondelez Int (MDLZ) 2.1 $61M 1.5M 40.66
Calatlantic 1.8 $53M 1.4M 36.63
Paypal Holdings (PYPL) 1.8 $52M 814k 64.03
Dentsply Sirona (XRAY) 1.8 $52M 867k 59.81
Watsco, Incorporated (WSO) 1.7 $49M 307k 161.07
Middleby Corporation (MIDD) 1.6 $47M 370k 128.17
MasterCard Incorporated (MA) 1.6 $46M 324k 141.20
Dun & Bradstreet Corporation 1.6 $45M 390k 116.41
Church & Dwight (CHD) 1.5 $44M 907k 48.45
Premier (PINC) 1.5 $44M 1.3M 32.57
American Homes 4 Rent-a reit (AMH) 1.5 $44M 2.0M 21.71
AvalonBay Communities (AVB) 1.5 $44M 244k 178.42
Paychex (PAYX) 1.4 $42M 705k 59.96
Meritage Homes Corporation (MTH) 1.4 $41M 919k 44.40
Waste Connections (WCN) 1.4 $41M 579k 69.96
FactSet Research Systems (FDS) 1.4 $40M 221k 180.11
RealPage 1.4 $40M 1.0M 39.90
W.R. Grace & Co. 1.3 $39M 536k 72.15
Visa (V) 1.3 $38M 359k 105.24
Global Payments (GPN) 1.2 $36M 378k 95.03
Ultimate Software 1.2 $35M 183k 189.60
Ss&c Technologies Holding (SSNC) 1.2 $35M 859k 40.15
Extended Stay America 1.2 $34M 1.7M 20.00
Spirit Realty reit 1.1 $33M 3.9M 8.57
Danaher Corporation (DHR) 1.1 $31M 362k 85.78
S&p Global (SPGI) 1.0 $30M 195k 156.31
Paylocity Holding Corporation (PCTY) 1.0 $29M 591k 48.82
Tanger Factory Outlet Centers (SKT) 0.9 $27M 1.1M 24.42
Pepsi (PEP) 0.9 $26M 237k 111.43
Newell Rubbermaid (NWL) 0.9 $26M 610k 42.67
Thermo Fisher Scientific (TMO) 0.9 $26M 138k 189.20
Spdr S&p 500 Etf (SPY) 0.9 $26M 103k 251.23
Sun Communities (SUI) 0.9 $26M 299k 85.68
Tripadvisor (TRIP) 0.9 $25M 627k 40.53
Sba Communications Corp (SBAC) 0.9 $25M 175k 144.05
Waters Corporation (WAT) 0.8 $24M 134k 179.52
Lowe's Companies (LOW) 0.8 $24M 295k 79.94
Starbucks Corporation (SBUX) 0.8 $22M 418k 53.71
Life Storage Inc reit 0.7 $22M 267k 81.81
Education Rlty Tr New ret 0.7 $21M 587k 35.93
Ellie Mae 0.7 $21M 256k 82.13
Alphabet Inc Class A cs (GOOGL) 0.7 $21M 21k 973.71
priceline.com Incorporated 0.7 $20M 11k 1830.82
Abaxis 0.7 $20M 454k 44.65
Liberty Property Trust 0.7 $20M 482k 41.06
Crown Holdings (CCK) 0.6 $19M 317k 59.72
Hormel Foods Corporation (HRL) 0.6 $19M 581k 32.14
Blue Buffalo Pet Prods 0.6 $18M 638k 28.35
Ametek (AME) 0.6 $18M 267k 66.04
Allegion Plc equity (ALLE) 0.6 $18M 205k 86.47
PerkinElmer (RVTY) 0.6 $17M 252k 68.97
American Campus Communities 0.6 $17M 395k 44.15
LaSalle Hotel Properties 0.6 $17M 593k 29.02
Black Knight Finl Svcs Inc cl a 0.6 $17M 403k 43.05
Fiserv (FI) 0.6 $17M 131k 128.96
O'reilly Automotive (ORLY) 0.6 $16M 76k 215.37
CoreLogic 0.5 $16M 346k 46.22
Coca Cola European Partners (CCEP) 0.5 $16M 380k 41.62
Cerner Corporation 0.5 $16M 217k 71.32
Bemis Company 0.5 $15M 332k 45.57
CoStar (CSGP) 0.5 $15M 57k 268.25
Workday Inc cl a (WDAY) 0.5 $15M 144k 105.39
Kraft Heinz (KHC) 0.5 $15M 195k 77.55
Tyler Technologies (TYL) 0.5 $15M 86k 174.32
Hyatt Hotels Corporation (H) 0.5 $15M 240k 61.79
Weingarten Realty Investors 0.5 $15M 459k 31.74
Group Cgi Cad Cl A 0.5 $15M 280k 51.87
Dr Pepper Snapple 0.5 $14M 160k 88.47
Servicenow (NOW) 0.5 $14M 120k 117.53
Extra Space Storage (EXR) 0.5 $14M 169k 79.92
Deltic Timber Corporation 0.5 $14M 153k 88.43
Colgate-Palmolive Company (CL) 0.5 $13M 180k 72.85
Weyerhaeuser Company (WY) 0.5 $13M 390k 34.03
PS Business Parks 0.5 $13M 99k 133.50
Epr Properties (EPR) 0.4 $13M 179k 69.74
Host Hotels & Resorts (HST) 0.4 $12M 641k 18.49
Regency Centers Corporation (REG) 0.4 $12M 187k 62.04
A. O. Smith Corporation (AOS) 0.4 $12M 193k 59.43
Alexandria Real Estate Equities (ARE) 0.4 $12M 97k 118.97
Hershey Company (HSY) 0.4 $11M 100k 109.17
Simon Property (SPG) 0.4 $11M 65k 161.01
Qts Realty Trust 0.3 $9.9M 189k 52.36
Outfront Media (OUT) 0.3 $10M 402k 25.18
Monster Beverage Corp (MNST) 0.3 $9.9M 180k 55.25
Interpublic Group of Companies (IPG) 0.3 $9.6M 462k 20.79
Align Technology (ALGN) 0.3 $8.7M 47k 186.27
Honeywell International (HON) 0.3 $8.5M 60k 141.74
Zoetis Inc Cl A (ZTS) 0.3 $8.4M 132k 63.76
Healthcare Tr Amer Inc cl a 0.3 $8.5M 284k 29.80
Moody's Corporation (MCO) 0.3 $8.3M 59k 139.21
FedEx Corporation (FDX) 0.3 $8.2M 36k 225.57
DiamondRock Hospitality Company (DRH) 0.3 $8.3M 761k 10.95
Park Hotels & Resorts Inc-wi (PK) 0.3 $8.3M 300k 27.56
J.B. Hunt Transport Services (JBHT) 0.3 $7.8M 70k 111.07
Msci (MSCI) 0.3 $7.7M 66k 116.91
Jack Henry & Associates (JKHY) 0.3 $7.7M 75k 102.79
Transunion (TRU) 0.3 $7.6M 161k 47.26
Steris 0.3 $7.7M 87k 88.39
Fortive (FTV) 0.3 $7.8M 110k 70.79
CarMax (KMX) 0.2 $7.2M 96k 75.81
LKQ Corporation (LKQ) 0.2 $7.4M 205k 35.99
Roper Industries (ROP) 0.2 $7.4M 30k 243.40
Prologis (PLD) 0.2 $7.4M 116k 63.46
Cognizant Technology Solutions (CTSH) 0.2 $7.1M 99k 72.54
Agilent Technologies Inc C ommon (A) 0.2 $7.1M 111k 64.20
Old Dominion Freight Line (ODFL) 0.2 $6.9M 63k 110.10
Copart (CPRT) 0.2 $6.6M 192k 34.37
J.M. Smucker Company (SJM) 0.2 $6.8M 65k 104.93
Essex Property Trust (ESS) 0.2 $6.9M 27k 254.02
Verisk Analytics (VRSK) 0.2 $6.5M 78k 83.19
Lennox International (LII) 0.2 $6.4M 36k 178.97
Gaming & Leisure Pptys (GLPI) 0.2 $6.6M 178k 36.89
Equifax (EFX) 0.2 $6.2M 59k 106.00
Intuit (INTU) 0.2 $6.1M 43k 142.15
HCP 0.2 $6.1M 218k 27.83
Cubesmart (CUBE) 0.2 $5.7M 221k 25.96
Gartner (IT) 0.2 $5.6M 45k 124.40
Agree Realty Corporation (ADC) 0.2 $5.7M 116k 49.08
Aspen Insurance Holdings 0.2 $5.1M 127k 40.40
Validus Holdings 0.2 $5.1M 103k 49.21
SELECT INCOME REIT COM SH BEN int 0.2 $5.0M 212k 23.42
Evertec (EVTC) 0.2 $4.9M 306k 15.85
Stericycle (SRCL) 0.2 $4.7M 66k 71.62
Lamar Advertising Co-a (LAMR) 0.2 $4.6M 67k 68.53
Ihs Markit 0.1 $4.0M 90k 44.09
UniFirst Corporation (UNF) 0.1 $3.9M 26k 151.48
Vantiv Inc Cl A 0.0 $1.0M 15k 70.45
Automatic Data Processing (ADP) 0.0 $923k 8.4k 109.30
Rlj Lodging Trust (RLJ) 0.0 $443k 20k 21.98
Procter & Gamble Company (PG) 0.0 $381k 4.2k 90.91