Echo Street Capital Management

Echo Street Capital Management as of Dec. 31, 2019

Portfolio Holdings for Echo Street Capital Management

Echo Street Capital Management holds 186 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 2.3 $150M 465k 321.86
Fidelity National Information Services (FIS) 2.0 $130M 935k 139.09
MasterCard Incorporated (MA) 1.9 $125M 420k 298.59
Crown Castle Intl (CCI) 1.9 $123M 864k 142.15
Intuit (INTU) 1.7 $110M 418k 261.93
Zendesk 1.7 $109M 1.4M 76.63
Wright Express (WEX) 1.6 $107M 511k 209.46
Equinix (EQIX) 1.6 $105M 180k 583.70
W.R. Grace & Co. 1.6 $101M 1.4M 69.85
Agilent Technologies Inc C ommon (A) 1.5 $97M 1.1M 85.31
Ss&c Technologies Holding (SSNC) 1.5 $97M 1.6M 61.40
FleetCor Technologies 1.5 $96M 333k 287.72
Carnival Corporation (CCL) 1.4 $89M 1.8M 50.83
Equifax (EFX) 1.3 $83M 593k 140.12
Mgm Growth Properties 1.3 $82M 2.7M 30.97
Visa (V) 1.2 $81M 430k 187.90
Global Payments (GPN) 1.2 $78M 429k 182.56
RealPage 1.2 $78M 1.4M 53.75
American Homes 4 Rent-a reit (AMH) 1.2 $76M 2.9M 26.21
Cubesmart (CUBE) 1.2 $76M 2.4M 31.48
Intercontinental Exchange (ICE) 1.1 $74M 799k 92.55
Host Hotels & Resorts (HST) 1.1 $73M 3.9M 18.55
D.R. Horton (DHI) 1.1 $71M 1.3M 52.75
Goldman Sachs (GS) 1.1 $70M 304k 229.93
PerkinElmer (RVTY) 1.1 $70M 721k 97.10
Pagseguro Digital Ltd-cl A (PAGS) 1.0 $67M 2.0M 34.16
Ceridian Hcm Hldg (DAY) 1.0 $67M 984k 67.88
Interxion Holding 1.0 $66M 785k 83.81
Blackbaud (BLKB) 1.0 $64M 809k 79.60
Thermo Fisher Scientific (TMO) 1.0 $63M 194k 324.87
AvalonBay Communities (AVB) 1.0 $63M 300k 209.70
Middleby Corporation (MIDD) 1.0 $63M 576k 109.52
S&p Global (SPGI) 0.9 $61M 224k 273.05
Paypal Holdings (PYPL) 0.9 $60M 558k 108.17
Descartes Sys Grp (DSGX) 0.9 $59M 1.4M 42.74
Taylor Morrison Hom (TMHC) 0.9 $57M 2.6M 21.86
Workday Inc cl a (WDAY) 0.9 $57M 343k 164.45
Paychex (PAYX) 0.8 $55M 649k 85.06
Microsoft Corporation (MSFT) 0.8 $54M 342k 157.70
Moody's Corporation (MCO) 0.8 $53M 224k 237.41
Healthequity (HQY) 0.8 $53M 718k 74.07
Tri Pointe Homes (TPH) 0.8 $52M 3.4M 15.58
Choice Hotels International (CHH) 0.8 $52M 500k 103.43
salesforce (CRM) 0.8 $51M 314k 162.64
Arthur J. Gallagher & Co. (AJG) 0.8 $49M 511k 95.23
Automatic Data Processing (ADP) 0.8 $48M 284k 170.50
Danaher Corporation (DHR) 0.8 $49M 317k 153.48
Alphabet Inc Class A cs (GOOGL) 0.7 $48M 36k 1339.39
Mondelez Int (MDLZ) 0.7 $48M 863k 55.08
Toll Brothers (TOL) 0.7 $46M 1.2M 39.51
Paylocity Holding Corporation (PCTY) 0.7 $46M 380k 120.82
Paycom Software (PAYC) 0.7 $46M 174k 264.76
Lowe's Companies (LOW) 0.7 $44M 371k 119.76
Appfolio (APPF) 0.7 $44M 402k 109.95
Ansys (ANSS) 0.7 $44M 170k 257.41
Canadian Natl Ry (CNI) 0.7 $43M 477k 90.47
Angi Homeservices (ANGI) 0.7 $42M 5.0M 8.47
Verisk Analytics (VRSK) 0.6 $41M 277k 149.34
Aramark Hldgs (ARMK) 0.6 $40M 922k 43.40
Air Products & Chemicals (APD) 0.6 $40M 169k 234.99
Ihs Markit 0.6 $40M 528k 75.35
Autodesk (ADSK) 0.6 $39M 211k 183.46
Church & Dwight (CHD) 0.6 $38M 544k 70.34
American Tower Reit (AMT) 0.6 $38M 167k 229.82
Veeva Sys Inc cl a (VEEV) 0.6 $38M 268k 140.66
Coca Cola European Partners (CCEP) 0.6 $38M 745k 50.88
Berkshire Hathaway (BRK.B) 0.6 $37M 164k 226.50
Copart (CPRT) 0.6 $37M 404k 90.94
Aspen Technology 0.6 $37M 308k 120.93
Transunion (TRU) 0.6 $37M 429k 85.61
National Retail Properties (NNN) 0.6 $36M 663k 53.62
Zoetis Inc Cl A (ZTS) 0.5 $35M 267k 132.35
Msci (MSCI) 0.5 $34M 132k 258.18
Roper Industries (ROP) 0.5 $34M 97k 354.23
Monster Beverage Corp (MNST) 0.5 $34M 534k 63.55
LKQ Corporation (LKQ) 0.5 $33M 931k 35.70
Extended Stay America 0.5 $33M 2.2M 14.86
Stoneco (STNE) 0.5 $33M 830k 39.89
Servicenow (NOW) 0.5 $32M 115k 282.32
Fiserv (FI) 0.5 $32M 274k 115.63
Align Technology (ALGN) 0.5 $31M 112k 279.04
Sunstone Hotel Investors (SHO) 0.5 $31M 2.2M 13.92
Black Knight 0.5 $31M 480k 64.48
Ventas (VTR) 0.5 $31M 528k 57.74
Healthcare Tr Amer Inc cl a 0.5 $29M 956k 30.28
Docusign (DOCU) 0.5 $29M 391k 74.11
Crown Holdings (CCK) 0.4 $29M 396k 72.54
MercadoLibre (MELI) 0.4 $28M 50k 571.94
Duke Energy (DUK) 0.4 $29M 314k 91.21
Life Storage Inc reit 0.4 $29M 264k 108.28
Spirit Realty Capital 0.4 $29M 584k 49.18
Canadian Pacific Railway 0.4 $28M 109k 254.93
Vanguard REIT ETF (VNQ) 0.4 $28M 300k 92.79
Outfront Media (OUT) 0.4 $28M 1.1M 26.82
Lennar Corporation (LEN) 0.4 $27M 483k 55.79
International Flavors & Fragrances (IFF) 0.4 $27M 210k 129.02
CoStar (CSGP) 0.4 $27M 46k 598.30
Wyndham Hotels And Resorts (WH) 0.4 $27M 432k 62.81
Gaming & Leisure Pptys (GLPI) 0.4 $26M 600k 43.05
Axalta Coating Sys (AXTA) 0.4 $26M 861k 30.40
American Campus Communities 0.4 $25M 521k 47.03
Sabre (SABR) 0.4 $25M 1.1M 22.44
Steris Plc Ord equities (STE) 0.4 $24M 158k 152.42
Ball Corporation (BALL) 0.4 $23M 359k 64.67
Linde 0.4 $23M 109k 212.90
Peak (DOC) 0.4 $23M 674k 34.47
Pool Corporation (POOL) 0.3 $23M 106k 212.38
FactSet Research Systems (FDS) 0.3 $23M 85k 268.30
UniFirst Corporation (UNF) 0.3 $22M 110k 201.98
Everest Re Group (EG) 0.3 $21M 77k 276.84
Waste Connections (WCN) 0.3 $22M 236k 90.79
Old Dominion Freight Line (ODFL) 0.3 $21M 111k 189.78
Jack Henry & Associates (JKHY) 0.3 $21M 141k 145.67
Iqvia Holdings (IQV) 0.3 $21M 136k 154.51
Pebblebrook Hotel Trust (PEB) 0.3 $20M 743k 26.81
Essex Property Trust (ESS) 0.3 $19M 64k 300.86
Equity Residential (EQR) 0.3 $19M 234k 80.92
Benefitfocus Inc convertible security 0.3 $19M 22M 0.87
Amdocs Ltd ord (DOX) 0.3 $18M 250k 72.19
Apartment Invt And Mgmt Co -a 0.3 $19M 358k 51.65
Public Storage (PSA) 0.3 $17M 78k 212.96
Korn/Ferry International (KFY) 0.3 $17M 400k 42.40
HEICO Corporation (HEI.A) 0.3 $17M 191k 89.53
Udr (UDR) 0.3 $17M 356k 46.70
Brown-Forman Corporation (BF.A) 0.2 $16M 253k 62.77
DiamondRock Hospitality Company (DRH) 0.2 $15M 1.4M 11.08
CoreLogic 0.2 $16M 360k 43.71
Pepsi (PEP) 0.2 $15M 111k 136.67
Lennar Corporation (LEN.B) 0.2 $15M 334k 44.70
Aon 0.2 $15M 72k 208.29
Invitation Homes (INVH) 0.2 $15M 498k 29.97
Vici Pptys (VICI) 0.2 $15M 591k 25.55
Diamond Eagle Acquisition Corp diamond eagle acq cl a 0.2 $14M 1.3M 10.70
Atmos Energy Corporation (ATO) 0.2 $14M 124k 111.86
Four Corners Ppty Tr (FCPT) 0.2 $13M 475k 28.19
Kimberly-Clark Corporation (KMB) 0.2 $13M 93k 137.55
Lamar Advertising Co-a (LAMR) 0.2 $13M 144k 89.26
Consolidated Edison (ED) 0.2 $12M 133k 90.47
Weingarten Realty Investors 0.2 $12M 391k 31.24
Genpact (G) 0.2 $13M 296k 42.17
O'reilly Automotive (ORLY) 0.2 $12M 27k 438.27
Cyrusone 0.2 $11M 166k 65.43
South Mtn Merger Corp 0.2 $11M 1.1M 9.87
Under Armour Inc Cl C (UA) 0.2 $11M 554k 19.18
Zuora Inc ordinary shares (ZUO) 0.2 $10M 714k 14.33
3M Company (MMM) 0.1 $9.5M 54k 176.41
Waters Corporation (WAT) 0.1 $9.5M 41k 233.64
Evo Pmts Inc cl a 0.1 $9.5M 359k 26.41
CMS Energy Corporation (CMS) 0.1 $9.3M 147k 62.84
Markel Corporation (MKL) 0.1 $8.9M 7.8k 1143.22
Park Hotels & Resorts Inc-wi (PK) 0.1 $8.3M 320k 25.87
Svmk Inc ordinary shares 0.1 $8.2M 460k 17.87
Gores Metropoulos 0.1 $8.2M 800k 10.20
Amcor (AMCR) 0.1 $8.2M 759k 10.84
Phreesia (PHR) 0.1 $8.5M 321k 26.64
Coca-Cola Company (KO) 0.1 $7.8M 142k 55.35
Norfolk Southern (NSC) 0.1 $7.7M 40k 194.14
PPG Industries (PPG) 0.1 $7.6M 57k 133.49
Colgate-Palmolive Company (CL) 0.1 $8.0M 116k 68.84
SPS Commerce (SPSC) 0.1 $7.7M 139k 55.42
Tortoise Acquisition Corp cl a 0.1 $7.5M 750k 9.99
Rollins (ROL) 0.1 $7.4M 223k 33.16
Verisign (VRSN) 0.1 $7.2M 38k 192.67
PS Business Parks 0.1 $7.0M 43k 164.86
Benefitfocus 0.1 $6.8M 312k 21.94
Collier Creek Holdings unit 99/99/9999 0.1 $7.4M 693k 10.75
Churchill Cap Corp Ii cl a 0.1 $6.9M 667k 10.33
Marsh & McLennan Companies (MMC) 0.1 $6.3M 57k 111.41
Landcadia Hldgs Ii Inc cl a 0.1 $6.6M 667k 9.87
Apex Technology Acquisitn Co unit 06/11/2026 0.1 $5.2M 500k 10.48
Oaktree Acquisition Corp unit 99/99/9999 0.1 $5.1M 500k 10.20
Sc Health Corp unit 99/99/9999 0.1 $5.2M 500k 10.37
Juniper Indl Hldgs Inc unit 11/13/2026 0.1 $5.1M 500k 10.20
Eventbrite (EB) 0.1 $3.8M 190k 20.17
Bill Com Holdings Ord (BILL) 0.1 $4.1M 107k 38.05
Chp Merger Corp unit 11/22/2024 0.1 $4.1M 400k 10.17
Finserv Acquisition Corp unit 12/31/2026 0.1 $4.1M 400k 10.23
Sun Communities (SUI) 0.1 $3.0M 20k 150.09
Hubspot (HUBS) 0.1 $3.2M 20k 158.51
Conyers Pk Ii co unit 0.1 $3.3M 300k 10.88
OraSure Technologies (OSUR) 0.0 $2.5M 314k 8.03
Arya Sciences Acquisition Co unit 10/04/2023 0.0 $2.3M 198k 11.50
Procter & Gamble Company (PG) 0.0 $1.9M 15k 124.92
Fintech Acquisition Corp Iii 0.0 $1.6M 1.1M 1.37
Clorox Company (CLX) 0.0 $826k 5.4k 153.47
Forum Merger Ii Corp cl a 0.0 $458k 995k 0.46