Echo Street Capital Management

Echo Street Capital Management as of Sept. 30, 2018

Portfolio Holdings for Echo Street Capital Management

Echo Street Capital Management holds 167 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Interxion Holding 3.8 $169M 2.5M 67.30
Crown Castle Intl (CCI) 2.4 $109M 975k 111.33
Choice Hotels International (CHH) 2.2 $101M 1.2M 83.30
American Homes 4 Rent-a reit (AMH) 2.2 $98M 4.5M 21.89
W.R. Grace & Co. 2.0 $92M 1.3M 71.46
Equinix (EQIX) 1.9 $84M 193k 432.89
Meritage Homes Corporation (MTH) 1.6 $70M 1.8M 39.90
Agilent Technologies Inc C ommon (A) 1.5 $69M 982k 70.54
eBay (EBAY) 1.5 $68M 2.0M 33.02
Thermo Fisher Scientific (TMO) 1.4 $63M 258k 244.08
Wright Express (WEX) 1.4 $62M 310k 200.76
Middleby Corporation (MIDD) 1.3 $60M 464k 129.35
FactSet Research Systems (FDS) 1.3 $59M 261k 223.71
Ihs Markit 1.3 $58M 1.1M 53.96
Microsoft Corporation (MSFT) 1.3 $57M 497k 114.37
Global Payments (GPN) 1.2 $55M 428k 127.40
Paypal Holdings (PYPL) 1.2 $54M 615k 87.84
FleetCor Technologies 1.2 $53M 232k 227.84
MasterCard Incorporated (MA) 1.2 $52M 234k 222.61
Cognizant Technology Solutions (CTSH) 1.1 $51M 658k 77.15
LKQ Corporation (LKQ) 1.1 $50M 1.6M 31.67
Blackbaud (BLKB) 1.1 $50M 490k 101.48
Ss&c Technologies Holding (SSNC) 1.1 $49M 856k 56.83
salesforce (CRM) 1.0 $46M 291k 159.03
Waste Connections (WCN) 1.0 $47M 584k 79.77
Waste Management (WM) 1.0 $45M 498k 90.36
Visa (V) 1.0 $45M 297k 150.09
Crown Holdings (CCK) 1.0 $44M 919k 48.00
J.B. Hunt Transport Services (JBHT) 1.0 $44M 373k 118.94
Vici Pptys (VICI) 1.0 $44M 2.0M 21.62
Allegion Plc equity (ALLE) 0.9 $42M 463k 90.57
PerkinElmer (RVTY) 0.9 $41M 421k 97.27
D.R. Horton (DHI) 0.9 $41M 970k 42.18
Mondelez Int (MDLZ) 0.9 $41M 949k 42.96
Ansys (ANSS) 0.9 $40M 214k 186.68
Watsco, Incorporated (WSO) 0.9 $40M 226k 178.10
Wyndham Hotels And Resorts (WH) 0.9 $40M 724k 55.57
Danaher Corporation (DHR) 0.9 $40M 366k 108.66
Extended Stay America 0.9 $40M 2.0M 20.23
Workday Inc cl a (WDAY) 0.8 $38M 261k 145.98
Moody's Corporation (MCO) 0.8 $37M 224k 167.20
Bemis Company 0.8 $38M 774k 48.60
Sun Communities (SUI) 0.8 $37M 364k 101.54
Air Products & Chemicals (APD) 0.8 $37M 220k 167.05
Monster Beverage Corp (MNST) 0.8 $37M 630k 58.28
Pagseguro Digital Ltd-cl A (PAGS) 0.8 $35M 1.3M 27.67
A. O. Smith Corporation (AOS) 0.8 $34M 632k 53.37
American Tower Reit (AMT) 0.8 $34M 234k 145.30
Altaba 0.7 $33M 489k 68.12
Spirit Realty reit 0.7 $33M 4.1M 8.06
S&p Global (SPGI) 0.7 $33M 168k 195.39
Dun & Bradstreet Corporation 0.7 $33M 228k 142.51
Alphabet Inc Class A cs (GOOGL) 0.7 $32M 26k 1207.06
Copart (CPRT) 0.7 $32M 617k 51.53
Gaming & Leisure Pptys (GLPI) 0.7 $32M 894k 35.25
Healthcare Tr Amer Inc cl a 0.7 $30M 1.1M 26.67
Outfront Media (OUT) 0.7 $30M 1.5M 19.95
Alexandria Real Estate Equities (ARE) 0.7 $30M 236k 125.79
Paylocity Holding Corporation (PCTY) 0.7 $30M 371k 80.32
Mgm Growth Properties 0.7 $30M 1.0M 29.49
Goldman Sachs (GS) 0.6 $29M 128k 224.24
Toll Brothers (TOL) 0.6 $29M 879k 33.03
Church & Dwight (CHD) 0.6 $29M 484k 59.37
Liberty Property Trust 0.6 $29M 679k 42.25
Ultimate Software 0.6 $27M 84k 322.19
American Campus Communities 0.6 $27M 663k 41.16
HCP 0.6 $27M 1.0M 26.32
Intuit (INTU) 0.6 $27M 117k 227.39
Amazon (AMZN) 0.6 $25M 13k 2002.99
Servicenow (NOW) 0.6 $25M 129k 195.62
Charles Schwab Corporation (SCHW) 0.5 $24M 495k 49.15
FedEx Corporation (FDX) 0.5 $25M 102k 240.79
Prologis (PLD) 0.5 $24M 357k 67.79
Essential Properties Realty reit (EPRT) 0.5 $24M 1.7M 14.19
Fortive (FTV) 0.5 $24M 282k 84.20
RealPage 0.5 $24M 358k 65.90
J.M. Smucker Company (SJM) 0.5 $22M 213k 102.61
MicroStrategy Incorporated (MSTR) 0.5 $21M 150k 140.61
Hyatt Hotels Corporation (H) 0.5 $21M 266k 79.59
IAC/InterActive 0.5 $21M 95k 216.71
Black Knight 0.5 $21M 397k 51.95
Host Hotels & Resorts (HST) 0.5 $20M 967k 21.10
Marsh & McLennan Companies (MMC) 0.5 $20M 247k 82.72
Descartes Sys Grp (DSGX) 0.5 $21M 604k 33.90
Churchill Cap Corp unit 99/99/9999 0.5 $20M 2.0M 10.13
Guidewire Software (GWRE) 0.4 $19M 191k 101.01
Cerner Corporation 0.4 $19M 294k 64.41
AvalonBay Communities (AVB) 0.4 $19M 104k 181.14
Avery Dennison Corporation (AVY) 0.4 $18M 170k 108.35
Everest Re Group (EG) 0.4 $18M 80k 228.46
Medidata Solutions 0.4 $19M 253k 73.31
Taylor Morrison Hom (TMHC) 0.4 $18M 1.0M 18.04
Envestnet (ENV) 0.4 $18M 293k 60.95
Cubesmart (CUBE) 0.4 $18M 629k 28.53
Illinois Tool Works (ITW) 0.4 $18M 126k 141.12
Federal Realty Inv. Trust 0.4 $17M 137k 126.47
International Flavors & Fragrances (IFF) 0.4 $17M 119k 139.12
Tanger Factory Outlet Centers (SKT) 0.4 $17M 729k 22.88
Angi Homeservices (ANGI) 0.4 $17M 717k 23.48
Verisk Analytics (VRSK) 0.4 $16M 134k 120.54
Lowe's Companies (LOW) 0.3 $16M 135k 114.82
Healthcare Services (HCSG) 0.3 $15M 366k 40.62
Zoetis Inc Cl A (ZTS) 0.3 $15M 160k 91.56
Jack Henry & Associates (JKHY) 0.3 $14M 88k 160.07
Paychex (PAYX) 0.3 $14M 184k 73.65
Fiserv (FI) 0.3 $14M 164k 82.38
O'reilly Automotive (ORLY) 0.3 $14M 40k 347.32
MercadoLibre (MELI) 0.3 $13M 39k 340.45
Transunion (TRU) 0.3 $13M 178k 73.58
Worldpay Ord 0.3 $13M 131k 101.26
Veeva Sys Inc cl a (VEEV) 0.3 $13M 116k 108.87
Waters Corporation (WAT) 0.3 $12M 62k 194.68
Align Technology (ALGN) 0.3 $12M 32k 391.21
Paycom Software (PAYC) 0.3 $12M 74k 155.41
Steris 0.2 $11M 100k 114.40
Fidelity National Information Services (FIS) 0.2 $11M 98k 109.06
Canadian Natl Ry (CNI) 0.2 $11M 121k 89.80
Digital Realty Trust (DLR) 0.2 $11M 95k 112.47
Hershey Company (HSY) 0.2 $11M 106k 102.00
Msci (MSCI) 0.2 $11M 61k 177.40
Essex Property Trust (ESS) 0.2 $11M 43k 246.70
Tyler Technologies (TYL) 0.2 $11M 45k 245.04
Aramark Hldgs (ARMK) 0.2 $11M 254k 43.02
Total System Services 0.2 $11M 107k 98.73
Equifax (EFX) 0.2 $11M 80k 130.56
Praxair 0.2 $11M 66k 160.73
Procter & Gamble Company (PG) 0.2 $11M 127k 83.23
Group Cgi Cad Cl A 0.2 $11M 162k 64.47
Axalta Coating Sys (AXTA) 0.2 $10M 358k 29.16
Kimberly-Clark Corporation (KMB) 0.2 $9.9M 88k 113.63
Pepsi (PEP) 0.2 $9.7M 87k 111.79
Ensco Plc Shs Class A 0.2 $9.9M 1.2M 8.44
Sensient Technologies Corporation (SXT) 0.2 $9.5M 124k 76.51
CoreLogic 0.2 $9.4M 190k 49.41
Old Dominion Freight Line (ODFL) 0.2 $9.1M 57k 161.25
SPS Commerce (SPSC) 0.2 $8.9M 90k 99.24
Coca Cola European Partners (CCEP) 0.2 $8.9M 196k 45.47
Ecolab (ECL) 0.2 $8.7M 55k 156.77
Apartment Investment and Management 0.2 $8.4M 190k 44.13
Roper Industries (ROP) 0.2 $8.6M 29k 296.20
Tripadvisor (TRIP) 0.2 $8.8M 172k 51.07
Liberty Tripadvisor Hldgs (LTRPA) 0.2 $8.5M 570k 14.85
Despegar Com Corp ord (DESP) 0.2 $8.4M 497k 16.87
Zuora Inc ordinary shares (ZUO) 0.2 $8.8M 379k 23.11
Equity Residential (EQR) 0.2 $8.3M 125k 66.25
Highwoods Properties (HIW) 0.2 $8.2M 173k 47.26
DiamondRock Hospitality Company (DRH) 0.2 $8.3M 714k 11.67
Extra Space Storage (EXR) 0.2 $7.9M 91k 86.63
UniFirst Corporation (UNF) 0.2 $8.0M 46k 173.65
Pebblebrook Hotel Trust (PEB) 0.2 $8.2M 226k 36.37
PPG Industries (PPG) 0.2 $7.7M 71k 109.12
Amdocs Ltd ord (DOX) 0.2 $7.8M 119k 65.97
Ceridian Hcm Hldg (DAY) 0.2 $7.7M 183k 42.03
Potlatch Corporation (PCH) 0.2 $7.2M 176k 40.95
Coca-Cola Company (KO) 0.1 $7.0M 151k 46.18
Central Garden & Pet (CENTA) 0.1 $6.7M 202k 33.14
Weingarten Realty Investors 0.1 $6.2M 210k 29.76
Spirit Mta Reit 0.1 $6.5M 567k 11.52
Kellogg Company (K) 0.1 $5.7M 81k 70.01
BlackRock (BLK) 0.1 $5.3M 11k 471.31
Spdr S&p 500 Etf (SPY) 0.1 $5.3M 18k 290.69
Ventas (VTR) 0.1 $4.7M 87k 54.37
Servicemaster Global 0.1 $5.0M 80k 62.03
Forum Merger Ii Corp cl a 0.1 $4.8M 504k 9.55
PS Business Parks 0.1 $2.6M 20k 127.07
Udr (UDR) 0.1 $2.1M 52k 40.42
Forum Merger Ii Corp warrant 0.0 $292k 504k 0.58