Echo Street Capital Management

Echo Street Capital Management as of March 31, 2019

Portfolio Holdings for Echo Street Capital Management

Echo Street Capital Management holds 171 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Choice Hotels International (CHH) 3.0 $153M 2.0M 77.74
W.R. Grace & Co. 2.8 $142M 1.8M 78.04
Interxion Holding 2.5 $128M 1.9M 66.73
Wright Express (WEX) 2.1 $109M 570k 191.99
Crown Castle Intl (CCI) 2.1 $108M 845k 128.00
Ss&c Technologies Holding (SSNC) 1.9 $99M 1.6M 63.69
American Homes 4 Rent-a reit (AMH) 1.9 $98M 4.3M 22.72
Crown Holdings (CCK) 1.6 $82M 1.5M 54.57
Equinix (EQIX) 1.6 $80M 176k 453.16
Agilent Technologies Inc C ommon (A) 1.5 $75M 930k 80.38
IAC/InterActive 1.4 $71M 339k 210.11
Paypal Holdings (PYPL) 1.4 $70M 673k 103.84
FleetCor Technologies 1.3 $67M 270k 246.59
Charles Schwab Corporation (SCHW) 1.3 $65M 1.5M 42.76
J.B. Hunt Transport Services (JBHT) 1.3 $65M 637k 101.29
Global Payments (GPN) 1.2 $60M 439k 136.52
D.R. Horton (DHI) 1.1 $58M 1.4M 41.38
Ihs Markit 1.1 $57M 1.1M 54.38
Zendesk 1.1 $57M 666k 85.00
Healthcare Tr Amer Inc cl a 1.1 $56M 2.0M 28.59
S&p Global (SPGI) 1.1 $56M 266k 210.55
Ansys (ANSS) 1.1 $54M 298k 182.71
LKQ Corporation (LKQ) 1.0 $52M 1.8M 28.38
Meritage Homes Corporation (MTH) 1.0 $52M 1.2M 44.71
RealPage 1.0 $52M 854k 60.69
PerkinElmer (RVTY) 1.0 $51M 528k 96.36
Taylor Morrison Hom (TMHC) 1.0 $50M 2.8M 17.75
Blackbaud (BLKB) 1.0 $49M 620k 79.73
Aramark Hldgs (ARMK) 0.9 $48M 1.6M 29.55
Middleby Corporation (MIDD) 0.9 $47M 363k 130.03
Pagseguro Digital Ltd-cl A (PAGS) 0.9 $47M 1.6M 29.85
Spirit Realty Capital 0.9 $47M 1.2M 39.73
Thermo Fisher Scientific (TMO) 0.9 $46M 166k 273.72
Microsoft Corporation (MSFT) 0.9 $45M 383k 117.94
Mgm Growth Properties 0.9 $45M 1.4M 32.25
Cognizant Technology Solutions (CTSH) 0.9 $44M 602k 72.45
Goldman Sachs (GS) 0.8 $43M 224k 191.99
Host Hotels & Resorts (HST) 0.8 $42M 2.2M 18.90
Outfront Media (OUT) 0.8 $43M 1.8M 23.40
Medidata Solutions 0.8 $42M 573k 73.24
Wyndham Hotels And Resorts (WH) 0.8 $42M 838k 49.99
Alexandria Real Estate Equities (ARE) 0.8 $41M 285k 142.56
Booking Holdings (BKNG) 0.8 $41M 23k 1744.90
Cubesmart (CUBE) 0.8 $40M 1.2M 32.04
Altaba 0.8 $40M 533k 74.12
Alphabet Inc Class A cs (GOOGL) 0.8 $39M 33k 1176.89
Lowe's Companies (LOW) 0.8 $39M 353k 109.47
Vici Pptys (VICI) 0.8 $39M 1.8M 21.88
Gaming & Leisure Pptys (GLPI) 0.8 $38M 990k 38.57
Canadian Pacific Railway 0.7 $38M 184k 206.26
Hyatt Hotels Corporation (H) 0.7 $38M 519k 72.57
Sunstone Hotel Investors (SHO) 0.7 $36M 2.5M 14.40
MasterCard Incorporated (MA) 0.7 $35M 150k 235.45
Worldpay Ord 0.7 $35M 309k 113.50
Equifax (EFX) 0.7 $35M 293k 118.50
Danaher Corporation (DHR) 0.7 $35M 261k 132.02
Sun Communities (SUI) 0.7 $35M 293k 118.52
Servicenow (NOW) 0.7 $34M 138k 246.49
Sabre (SABR) 0.7 $34M 1.6M 21.39
eBay (EBAY) 0.6 $33M 874k 37.14
salesforce (CRM) 0.6 $32M 202k 158.37
Appfolio (APPF) 0.6 $32M 398k 79.40
Paylocity Holding Corporation (PCTY) 0.6 $31M 348k 89.19
Total System Services 0.6 $30M 315k 95.01
Bemis Company 0.6 $30M 538k 55.48
Visa (V) 0.6 $30M 193k 156.19
Workday Inc cl a (WDAY) 0.6 $30M 156k 192.85
Highwoods Properties (HIW) 0.6 $30M 635k 46.78
AvalonBay Communities (AVB) 0.6 $29M 145k 200.73
Docusign (DOCU) 0.6 $29M 560k 51.84
Coca-Cola Company (KO) 0.6 $29M 612k 46.86
Ultimate Software 0.5 $27M 83k 330.13
UniFirst Corporation (UNF) 0.5 $28M 179k 153.50
Regency Centers Corporation (REG) 0.5 $28M 409k 67.49
Talend S A ads 0.5 $27M 539k 50.57
Amdocs Ltd ord (DOX) 0.5 $27M 489k 54.11
Life Storage Inc reit 0.5 $27M 272k 97.27
Cerner Corporation 0.5 $26M 448k 57.21
Allegion Plc equity (ALLE) 0.5 $25M 276k 90.71
Extended Stay America 0.5 $25M 1.4M 17.95
Healthequity (HQY) 0.5 $25M 335k 73.98
Envestnet (ENV) 0.5 $25M 377k 65.39
Everest Re Group (EG) 0.5 $24M 111k 215.96
Canadian Natl Ry (CNI) 0.5 $23M 261k 89.62
MicroStrategy Incorporated (MSTR) 0.5 $24M 163k 144.25
CoreLogic 0.5 $24M 631k 37.26
Monster Beverage Corp (MNST) 0.5 $23M 428k 54.58
Moody's Corporation (MCO) 0.4 $22M 123k 181.09
Intuit (INTU) 0.4 $23M 87k 261.41
Prologis (PLD) 0.4 $22M 309k 71.95
FactSet Research Systems (FDS) 0.4 $22M 89k 248.27
American Tower Reit (AMT) 0.4 $22M 112k 197.06
CoStar (CSGP) 0.4 $21M 45k 466.42
Transunion (TRU) 0.4 $20M 303k 66.84
RPM International (RPM) 0.4 $20M 343k 58.04
Zoetis Inc Cl A (ZTS) 0.4 $20M 198k 100.67
Waste Connections (WCN) 0.4 $20M 227k 88.59
Stoneco (STNE) 0.4 $20M 479k 41.11
Berkshire Hathaway (BRK.B) 0.4 $19M 96k 200.89
Copart (CPRT) 0.4 $19M 317k 60.59
Amazon (AMZN) 0.4 $20M 11k 1780.79
Church & Dwight (CHD) 0.4 $19M 271k 71.23
Verisk Analytics (VRSK) 0.3 $17M 130k 133.00
Paychex (PAYX) 0.3 $17M 208k 80.20
Fiserv (FI) 0.3 $16M 182k 88.28
Black Knight 0.3 $17M 302k 54.50
Fortive (FTV) 0.3 $16M 190k 83.89
Steris Plc Ord equities (STE) 0.3 $16M 125k 128.03
International Flavors & Fragrances (IFF) 0.3 $15M 118k 128.79
Waters Corporation (WAT) 0.3 $16M 62k 251.71
Msci (MSCI) 0.3 $15M 76k 198.84
Yelp Inc cl a (YELP) 0.3 $16M 448k 34.50
Pool Corporation (POOL) 0.3 $15M 91k 164.97
Descartes Sys Grp (DSGX) 0.3 $15M 412k 36.39
O'reilly Automotive (ORLY) 0.3 $15M 38k 388.31
Coca Cola European Partners (CCEP) 0.3 $14M 275k 51.74
Automatic Data Processing (ADP) 0.3 $13M 83k 159.74
Align Technology (ALGN) 0.3 $13M 47k 284.34
Genpact (G) 0.3 $13M 378k 35.18
Mondelez Int (MDLZ) 0.3 $14M 270k 49.92
Broadridge Financial Solutions (BR) 0.2 $13M 125k 103.69
Fidelity National Information Services (FIS) 0.2 $13M 111k 113.10
Aon 0.2 $13M 75k 170.70
Cgi Inc Cl A Sub Vtg (GIB) 0.2 $13M 183k 68.82
Roper Industries (ROP) 0.2 $12M 36k 341.98
Jack Henry & Associates (JKHY) 0.2 $12M 88k 138.74
Central Garden & Pet (CENTA) 0.2 $13M 536k 23.25
Macerich Company (MAC) 0.2 $12M 266k 43.35
Instructure 0.2 $11M 235k 47.12
PPG Industries (PPG) 0.2 $11M 93k 112.87
CMS Energy Corporation (CMS) 0.2 $10M 185k 55.54
Weyerhaeuser Company (WY) 0.2 $10M 378k 26.34
Toll Brothers (TOL) 0.2 $10M 284k 36.20
American Campus Communities 0.2 $10M 215k 47.58
Old Dominion Freight Line (ODFL) 0.2 $10M 71k 144.38
Ceridian Hcm Hldg (DAY) 0.2 $10M 202k 51.30
Linde 0.2 $10M 59k 175.93
Rlj Lodging Trust (RLJ) 0.2 $9.8M 558k 17.57
Veeva Sys Inc cl a (VEEV) 0.2 $9.9M 78k 126.86
Paycom Software (PAYC) 0.2 $9.5M 50k 189.14
Lennar Corporation (LEN) 0.2 $9.0M 183k 49.09
Tanger Factory Outlet Centers (SKT) 0.2 $8.4M 401k 20.98
Pebblebrook Hotel Trust (PEB) 0.2 $8.7M 281k 31.06
Duke Energy (DUK) 0.2 $8.7M 97k 90.00
Liberty Tripadvisor Hldgs (LTRPA) 0.2 $8.8M 621k 14.19
IDEXX Laboratories (IDXX) 0.2 $8.1M 36k 223.59
Avery Dennison Corporation (AVY) 0.2 $8.0M 70k 113.01
Markel Corporation (MKL) 0.1 $7.6M 7.6k 996.20
Eventbrite (EB) 0.1 $7.7M 400k 19.17
Fintech Acquisition Corp Iii 0.1 $7.5M 767k 9.75
Collier Creek Holdings unit 99/99/9999 0.1 $7.1M 693k 10.32
Cyrusone 0.1 $6.5M 125k 52.44
Ellie Mae 0.1 $5.9M 60k 98.70
Gores Metropoulos Inc unit 99/99/9999 0.1 $6.1M 600k 10.24
Liberty Expedia Holdings ser a 0.1 $5.4M 127k 42.80
Atmos Energy Corporation (ATO) 0.1 $5.2M 51k 102.92
Essex Property Trust (ESS) 0.1 $5.1M 18k 289.24
Forum Merger Ii Corp cl a 0.1 $4.9M 497k 9.91
Tortoise Acquisition Corp unit 03/04/2024 0.1 $5.0M 500k 9.99
Spdr S&p 500 Etf (SPY) 0.1 $4.8M 17k 282.48
DiamondRock Hospitality Company (DRH) 0.1 $4.8M 446k 10.83
Potlatch Corporation (PCH) 0.1 $3.5M 93k 37.79
PS Business Parks 0.1 $2.7M 17k 156.84
Angi Homeservices (ANGI) 0.1 $2.3M 150k 15.44
Spirit Mta Reit 0.1 $2.7M 421k 6.49
Store Capital Corp reit 0.0 $2.1M 63k 33.50
Arya Sciences Acquisition Co unit 10/04/2023 0.0 $2.0M 198k 10.35
Churchill Cap Corp Com Cl A 0.0 $1.9M 573k 3.37
Essential Properties Realty reit (EPRT) 0.0 $436k 22k 19.51
Fintech Acquisition Corp Iii *w exp 12/01/202 0.0 $338k 371k 0.91
Forum Merger Ii Corp warrant 0.0 $219k 499k 0.44