Echo Street Capital Management

Echo Street Capital Management as of June 30, 2018

Portfolio Holdings for Echo Street Capital Management

Echo Street Capital Management holds 162 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Interxion Holding 3.7 $151M 2.4M 62.42
Choice Hotels International (CHH) 2.7 $112M 1.5M 75.60
W.R. Grace & Co. 2.3 $95M 1.3M 73.31
Crown Castle Intl (CCI) 2.3 $93M 867k 107.82
FleetCor Technologies 2.0 $81M 382k 210.65
American Homes 4 Rent-a reit (AMH) 1.9 $77M 3.5M 22.18
Agilent Technologies Inc C ommon (A) 1.8 $74M 1.2M 61.84
Thermo Fisher Scientific (TMO) 1.7 $70M 338k 207.14
PerkinElmer (RVTY) 1.6 $66M 901k 73.23
Equinix (EQIX) 1.6 $65M 151k 429.89
Waste Connections (WCN) 1.6 $64M 851k 75.28
Watsco, Incorporated (WSO) 1.6 $64M 357k 178.28
MasterCard Incorporated (MA) 1.5 $61M 310k 196.52
Global Payments (GPN) 1.4 $59M 533k 111.49
Meritage Homes Corporation (MTH) 1.4 $58M 1.3M 43.95
Visa (V) 1.3 $54M 407k 132.45
American Tower Reit (AMT) 1.3 $52M 358k 144.17
Paypal Holdings (PYPL) 1.3 $52M 622k 83.27
Waste Management (WM) 1.2 $51M 624k 81.34
Allegion Plc equity (ALLE) 1.1 $47M 612k 77.36
salesforce (CRM) 1.1 $47M 343k 136.40
D.R. Horton (DHI) 1.1 $46M 1.1M 41.00
Extended Stay America 1.1 $44M 2.0M 21.61
Marsh & McLennan Companies (MMC) 1.0 $43M 519k 81.97
Hyatt Hotels Corporation (H) 1.0 $43M 556k 77.15
Medidata Solutions 1.0 $43M 532k 80.56
RealPage 1.0 $42M 757k 55.10
Outfront Media (OUT) 1.0 $42M 2.1M 19.45
Spirit Realty reit 1.0 $39M 4.9M 8.03
Paylocity Holding Corporation (PCTY) 0.9 $39M 665k 58.86
Vici Pptys (VICI) 0.9 $39M 1.9M 20.64
Wright Express (WEX) 0.9 $38M 202k 190.48
Healthcare Tr Amer Inc cl a 0.9 $38M 1.4M 26.96
Fortive (FTV) 0.9 $38M 489k 77.11
Middleby Corporation (MIDD) 0.9 $37M 355k 104.42
Mondelez Int (MDLZ) 0.9 $37M 901k 41.00
Workday Inc cl a (WDAY) 0.9 $36M 299k 121.12
Monster Beverage Corp (MNST) 0.9 $36M 634k 57.30
FactSet Research Systems (FDS) 0.9 $36M 180k 198.10
Moody's Corporation (MCO) 0.8 $34M 198k 170.56
Ihs Markit 0.8 $34M 649k 51.59
Ss&c Technologies Holding (SSNC) 0.8 $33M 633k 51.90
Sun Communities (SUI) 0.8 $33M 333k 97.88
Praxair 0.8 $32M 203k 158.15
Hilton Worldwide Holdings (HLT) 0.8 $32M 399k 79.16
Cognizant Technology Solutions (CTSH) 0.8 $31M 389k 78.99
American Campus Communities 0.8 $31M 714k 42.88
Federal Realty Inv. Trust 0.8 $31M 245k 126.55
S&p Global (SPGI) 0.8 $31M 151k 203.89
Pagseguro Digital Ltd-cl A (PAGS) 0.7 $30M 1.1M 27.75
Coca-Cola Company (KO) 0.7 $29M 654k 43.86
LKQ Corporation (LKQ) 0.7 $28M 867k 31.90
Dun & Bradstreet Corporation 0.7 $28M 225k 122.65
A. O. Smith Corporation (AOS) 0.7 $28M 468k 59.15
Liberty Property Trust 0.7 $27M 607k 44.33
SPS Commerce (SPSC) 0.7 $27M 368k 73.48
CarMax (KMX) 0.6 $26M 355k 72.87
Apartment Investment and Management 0.6 $26M 612k 42.30
HCP 0.6 $26M 1.0M 25.82
Illinois Tool Works (ITW) 0.6 $25M 179k 138.54
Regency Centers Corporation (REG) 0.6 $25M 395k 62.08
FedEx Corporation (FDX) 0.6 $24M 106k 227.06
Church & Dwight (CHD) 0.6 $24M 448k 53.16
Altaba 0.6 $24M 323k 73.21
Ansys (ANSS) 0.6 $23M 135k 174.18
Alexandria Real Estate Equities (ARE) 0.6 $23M 185k 126.17
Gaming & Leisure Pptys (GLPI) 0.6 $23M 642k 35.80
Essential Properties Realty reit (EPRT) 0.6 $23M 1.7M 13.54
Cerner Corporation 0.5 $22M 373k 59.79
J.B. Hunt Transport Services (JBHT) 0.5 $22M 181k 121.55
Crown Holdings (CCK) 0.5 $22M 490k 44.76
Blackbaud (BLKB) 0.5 $22M 210k 102.45
Bemis Company 0.5 $21M 508k 42.21
Tripadvisor (TRIP) 0.5 $21M 373k 55.71
Descartes Sys Grp (DSGX) 0.5 $20M 628k 32.50
Microsoft Corporation (MSFT) 0.5 $20M 205k 98.61
Ultimate Software 0.5 $20M 78k 257.31
Tanger Factory Outlet Centers (SKT) 0.5 $20M 856k 23.49
International Flavors & Fragrances (IFF) 0.5 $20M 157k 123.96
Paycom Software (PAYC) 0.5 $19M 196k 98.83
Mgm Growth Properties 0.5 $19M 636k 30.46
Total System Services 0.5 $19M 224k 84.52
Invesco (IVZ) 0.5 $19M 712k 26.56
O'reilly Automotive (ORLY) 0.5 $19M 70k 273.57
DiamondRock Hospitality Company (DRH) 0.4 $18M 1.4M 12.28
Alphabet Inc Class A cs (GOOGL) 0.4 $18M 16k 1129.20
Goldman Sachs (GS) 0.4 $17M 78k 220.57
Air Products & Chemicals (APD) 0.4 $17M 110k 155.73
AvalonBay Communities (AVB) 0.4 $17M 101k 171.89
Ball Corporation (BALL) 0.4 $17M 473k 35.55
Wyndham Hotels And Resorts (WH) 0.4 $17M 287k 58.83
Host Hotels & Resorts (HST) 0.4 $17M 787k 21.07
Prologis (PLD) 0.4 $16M 247k 65.69
United Parcel Service (UPS) 0.4 $16M 148k 106.23
J.M. Smucker Company (SJM) 0.3 $14M 133k 107.48
Udr (UDR) 0.3 $14M 378k 37.54
Copart (CPRT) 0.3 $14M 238k 56.56
Msci (MSCI) 0.3 $13M 81k 165.44
Transunion (TRU) 0.3 $13M 188k 71.64
Danaher Corporation (DHR) 0.3 $13M 134k 98.68
Intuit (INTU) 0.3 $13M 64k 204.30
Everest Re Group (EG) 0.3 $13M 56k 230.48
Verisk Analytics (VRSK) 0.3 $13M 120k 107.64
MicroStrategy Incorporated (MSTR) 0.3 $12M 95k 127.75
Zoetis Inc Cl A (ZTS) 0.3 $12M 143k 85.19
Jack Henry & Associates (JKHY) 0.3 $12M 92k 130.36
Sabre (SABR) 0.3 $12M 477k 24.64
Fiserv (FI) 0.3 $11M 153k 74.09
Paychex (PAYX) 0.3 $11M 164k 68.35
Black Knight 0.3 $11M 203k 53.55
Waters Corporation (WAT) 0.3 $11M 56k 193.60
Align Technology (ALGN) 0.3 $11M 31k 342.13
Servicenow (NOW) 0.3 $11M 62k 172.46
Marriott International (MAR) 0.2 $10M 82k 126.60
CoStar (CSGP) 0.2 $10M 25k 412.62
Arch Capital Group (ACGL) 0.2 $10M 388k 26.46
Procter & Gamble Company (PG) 0.2 $9.7M 124k 78.06
Canadian Pacific Railway 0.2 $10M 55k 183.03
Lowe's Companies (LOW) 0.2 $9.8M 103k 95.57
Essex Property Trust (ESS) 0.2 $10M 42k 239.08
Macerich Company (MAC) 0.2 $10M 177k 56.83
Lamar Advertising Co-a (LAMR) 0.2 $10M 146k 68.31
Altair Engr (ALTR) 0.2 $10M 292k 34.18
Steris 0.2 $9.3M 89k 105.01
Worldpay Ord 0.2 $9.6M 117k 81.78
Equifax (EFX) 0.2 $9.0M 72k 125.10
Pepsi (PEP) 0.2 $9.2M 85k 108.87
Tyler Technologies (TYL) 0.2 $8.9M 40k 222.09
Liberty Tripadvisor Hldgs (LTRPA) 0.2 $8.9M 553k 16.10
Servicemaster Global 0.2 $8.7M 147k 59.47
Equity Residential (EQR) 0.2 $8.2M 129k 63.69
Ensco Plc Shs Class A 0.2 $8.3M 1.1M 7.26
Berkshire Hathaway (BRK.B) 0.2 $7.9M 42k 186.64
Honeywell International (HON) 0.2 $8.0M 56k 144.06
Amazon (AMZN) 0.2 $7.9M 4.7k 1699.78
Sunstone Hotel Investors (SHO) 0.2 $7.7M 464k 16.62
Aon 0.2 $8.0M 58k 137.17
Fidelity National Information Services (FIS) 0.2 $7.4M 70k 106.03
Sensient Technologies Corporation (SXT) 0.2 $7.3M 102k 71.55
Alleghany Corporation 0.2 $7.2M 13k 574.95
Old Dominion Freight Line (ODFL) 0.2 $7.5M 51k 148.96
Cubesmart (CUBE) 0.2 $7.4M 229k 32.22
Evo Pmts Inc cl a 0.2 $7.3M 356k 20.58
Roper Industries (ROP) 0.2 $7.1M 26k 275.91
Healthcare Services (HCSG) 0.2 $6.9M 161k 43.19
Ametek (AME) 0.2 $6.9M 96k 72.16
Coca Cola European Partners (CCEP) 0.2 $7.0M 173k 40.64
Sba Communications Corp (SBAC) 0.2 $7.0M 42k 165.11
Colgate-Palmolive Company (CL) 0.2 $6.7M 104k 64.81
Quality Care Properties 0.2 $6.7M 312k 21.51
Lennox International (LII) 0.1 $6.3M 32k 200.15
Park Hotels & Resorts Inc-wi (PK) 0.1 $6.1M 200k 30.63
Fastenal Company (FAST) 0.1 $5.7M 118k 48.13
Estee Lauder Companies (EL) 0.1 $5.8M 40k 142.69
Spirit Mta Reit 0.1 $5.7M 549k 10.30
Spdr S&p 500 Etf (SPY) 0.1 $4.6M 17k 271.30
Gartner (IT) 0.1 $4.1M 31k 132.90
Abaxis 0.1 $4.2M 51k 83.00
Weingarten Realty Investors 0.1 $3.4M 111k 30.81
PS Business Parks 0.1 $2.5M 20k 128.50
Four Corners Ppty Tr (FCPT) 0.1 $1.9M 75k 24.63
Victory Cap Hldgs (VCTR) 0.0 $1.8M 169k 10.58