Echo Street Capital Management

Echo Street Capital Management as of Dec. 31, 2016

Portfolio Holdings for Echo Street Capital Management

Echo Street Capital Management holds 155 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Choice Hotels International (CHH) 3.4 $85M 1.5M 56.05
American Tower Reit (AMT) 3.2 $79M 751k 105.68
Interxion Holding 3.0 $76M 2.2M 35.07
FleetCor Technologies 2.7 $68M 481k 141.52
Crown Castle Intl (CCI) 2.5 $63M 723k 86.77
Spirit Realty reit 2.4 $60M 5.6M 10.86
LKQ Corporation (LKQ) 2.2 $56M 1.8M 30.65
Sabre (SABR) 2.1 $52M 2.1M 24.95
Ametek (AME) 2.0 $50M 1.0M 48.60
Church & Dwight (CHD) 1.8 $44M 1.0M 44.19
Store Capital Corp reit 1.8 $44M 1.8M 24.71
Premier (PINC) 1.4 $36M 1.2M 30.36
Equifax (EFX) 1.4 $36M 303k 118.23
Stericycle (SRCL) 1.4 $36M 466k 77.04
Extended Stay America 1.4 $35M 2.2M 16.15
Liberty Property Trust 1.4 $35M 876k 39.50
Regency Centers Corporation (REG) 1.3 $33M 484k 68.95
Paypal Holdings (PYPL) 1.3 $33M 844k 39.47
Waste Connections (WCN) 1.3 $32M 407k 78.59
Ss&c Technologies Holding (SSNC) 1.2 $31M 1.1M 28.60
Retail Properties Of America 1.2 $30M 2.0M 15.33
Transunion (TRU) 1.2 $30M 964k 30.93
AvalonBay Communities (AVB) 1.1 $28M 160k 177.15
Global Payments (GPN) 1.1 $27M 394k 69.41
RealPage 1.1 $27M 912k 30.00
Dun & Bradstreet Corporation 1.1 $26M 218k 121.32
S&p Global (SPGI) 1.0 $24M 227k 107.54
CarMax (KMX) 1.0 $24M 372k 64.39
Equinix (EQIX) 1.0 $24M 67k 357.42
Moody's Corporation (MCO) 0.9 $24M 252k 94.27
O'reilly Automotive (ORLY) 0.9 $23M 84k 278.40
W.R. Grace & Co. 0.9 $23M 342k 67.64
Cognizant Technology Solutions (CTSH) 0.9 $23M 405k 56.03
Colgate-Palmolive Company (CL) 0.9 $22M 341k 65.44
Gaming & Leisure Pptys (GLPI) 0.9 $22M 730k 30.62
Calatlantic 0.9 $22M 655k 34.01
Middleby Corporation (MIDD) 0.9 $22M 171k 128.81
Gildan Activewear Inc Com Cad (GIL) 0.9 $22M 872k 25.37
FedEx Corporation (FDX) 0.8 $21M 113k 186.20
MSC Industrial Direct (MSM) 0.8 $21M 227k 92.39
FactSet Research Systems (FDS) 0.8 $21M 125k 163.43
Allegion Plc equity (ALLE) 0.8 $21M 320k 64.00
VCA Antech 0.8 $20M 290k 68.65
Hormel Foods Corporation (HRL) 0.8 $20M 566k 34.81
Visa (V) 0.8 $20M 252k 78.02
Watsco, Incorporated (WSO) 0.8 $19M 131k 148.12
La Quinta Holdings 0.7 $19M 1.3M 14.21
Lowe's Companies (LOW) 0.7 $18M 257k 71.12
Cerner Corporation 0.7 $18M 379k 47.37
Dr Pepper Snapple 0.7 $18M 199k 90.67
Life Storage Inc reit 0.7 $18M 211k 85.26
Mead Johnson Nutrition 0.7 $17M 240k 70.76
Weyerhaeuser Company (WY) 0.7 $17M 560k 30.09
Tripadvisor (TRIP) 0.7 $17M 363k 46.37
Fidelity National Information Services (FIS) 0.7 $16M 215k 75.64
Newell Rubbermaid (NWL) 0.7 $16M 364k 44.65
Mondelez Int (MDLZ) 0.7 $16M 368k 44.33
Meritage Homes Corporation (MTH) 0.6 $16M 453k 34.80
Ultimate Software 0.6 $15M 82k 182.35
SBA Communications Corporation 0.6 $15M 145k 103.26
Union Pacific Corporation (UNP) 0.6 $15M 142k 103.68
Pool Corporation (POOL) 0.6 $15M 143k 104.34
Paylocity Holding Corporation (PCTY) 0.6 $15M 484k 30.01
AutoZone (AZO) 0.6 $14M 17k 789.77
Cubesmart (CUBE) 0.6 $14M 518k 26.77
Silver Bay Rlty Tr 0.6 $14M 806k 17.14
MasterCard Incorporated (MA) 0.5 $13M 128k 103.25
Fiserv (FI) 0.5 $13M 124k 106.28
American Campus Communities 0.5 $13M 267k 49.77
Extra Space Storage (EXR) 0.5 $13M 161k 77.24
Sun Communities (SUI) 0.5 $13M 163k 76.61
Healthcare Tr Amer Inc cl a 0.5 $12M 403k 29.11
J.M. Smucker Company (SJM) 0.5 $12M 91k 128.06
Kimco Realty Corporation (KIM) 0.5 $11M 453k 25.16
American Homes 4 Rent-a reit (AMH) 0.5 $11M 534k 20.98
Waters Corporation (WAT) 0.4 $11M 81k 134.39
PerkinElmer (RVTY) 0.4 $11M 212k 52.15
Verisk Analytics (VRSK) 0.4 $11M 136k 81.17
Canadian Pacific Railway 0.4 $11M 75k 142.78
Ventas (VTR) 0.4 $11M 172k 62.52
Ihs Markit 0.4 $11M 303k 35.41
Kraft Heinz (KHC) 0.4 $11M 122k 87.32
Everest Re Group (EG) 0.4 $10M 47k 216.40
Thermo Fisher Scientific (TMO) 0.4 $10M 74k 141.10
Essex Property Trust (ESS) 0.4 $10M 44k 232.50
Simon Property (SPG) 0.4 $9.7M 54k 177.67
Patterson Companies (PDCO) 0.4 $8.9M 217k 41.03
Msci (MSCI) 0.4 $9.1M 116k 78.78
Knight Transportation 0.4 $9.1M 274k 33.05
Weingarten Realty Investors 0.4 $8.9M 249k 35.79
Zoetis Inc Cl A (ZTS) 0.3 $8.7M 163k 53.53
Brixmor Prty (BRX) 0.3 $8.7M 355k 24.42
General Growth Properties 0.3 $8.5M 340k 24.98
Tanger Factory Outlet Centers (SKT) 0.3 $8.3M 233k 35.78
Crown Holdings (CCK) 0.3 $8.0M 153k 52.57
PS Business Parks 0.3 $8.1M 70k 116.51
Vareit, Inc reits 0.3 $7.9M 932k 8.46
CoStar (CSGP) 0.3 $7.1M 38k 188.50
Spdr S&p 500 Etf (SPY) 0.3 $6.5M 29k 223.52
EastGroup Properties (EGP) 0.3 $6.6M 90k 73.84
United Natural Foods (UNFI) 0.3 $6.4M 135k 47.72
Udr (UDR) 0.3 $6.4M 176k 36.48
Education Rlty Tr New ret 0.3 $6.5M 154k 42.30
Affiliated Managers (AMG) 0.2 $5.9M 41k 145.30
Avery Dennison Corporation (AVY) 0.2 $5.9M 85k 70.22
Axis Capital Holdings (AXS) 0.2 $5.9M 91k 65.27
Agree Realty Corporation (ADC) 0.2 $6.1M 133k 46.05
Rlj Lodging Trust (RLJ) 0.2 $5.9M 241k 24.49
Corecivic (CXW) 0.2 $5.9M 243k 24.46
PPG Industries (PPG) 0.2 $5.8M 61k 94.76
Bemis Company 0.2 $5.8M 120k 47.82
Healthcare Realty Trust Incorporated 0.2 $5.8M 193k 30.32
White Mountains Insurance Gp (WTM) 0.2 $5.8M 7.0k 835.99
Hershey Company (HSY) 0.2 $5.8M 56k 103.43
Estee Lauder Companies (EL) 0.2 $5.8M 75k 76.49
Vantiv Inc Cl A 0.2 $5.9M 99k 59.62
Sunstone Hotel Investors (SHO) 0.2 $5.5M 358k 15.25
Vanguard REIT ETF (VNQ) 0.2 $5.5M 67k 82.52
Ddr Corp 0.2 $5.6M 369k 15.27
Equity Lifestyle Properties (ELS) 0.2 $5.3M 74k 72.10
KAR Auction Services (KAR) 0.2 $5.4M 126k 42.62
Paycom Software (PAYC) 0.2 $5.3M 117k 45.49
Fastenal Company (FAST) 0.2 $4.9M 105k 46.98
SELECT INCOME REIT COM SH BEN int 0.2 $5.1M 203k 25.20
Welltower Inc Com reit (WELL) 0.2 $4.9M 74k 66.93
Dentsply Sirona (XRAY) 0.2 $4.9M 84k 57.73
Align Technology (ALGN) 0.2 $4.6M 48k 96.14
Mgm Growth Properties 0.2 $4.5M 178k 25.31
Expeditors International of Washington (EXPD) 0.2 $4.3M 81k 52.96
J.B. Hunt Transport Services (JBHT) 0.2 $4.2M 44k 97.08
Hospitality Properties Trust 0.2 $4.2M 131k 31.74
Steris 0.2 $4.2M 63k 67.39
Jack Henry & Associates (JKHY) 0.2 $4.1M 47k 88.77
Pebblebrook Hotel Trust (PEB) 0.2 $3.9M 132k 29.75
Agilent Technologies Inc C ommon (A) 0.1 $3.8M 83k 45.55
priceline.com Incorporated 0.1 $3.7M 2.5k 1466.11
Group Cgi Cad Cl A 0.1 $3.7M 76k 48.03
Abaxis 0.1 $3.9M 74k 52.77
Fortive (FTV) 0.1 $3.7M 68k 53.63
Xl 0.1 $3.7M 98k 37.26
Paychex (PAYX) 0.1 $3.6M 59k 60.88
Automatic Data Processing (ADP) 0.1 $3.6M 35k 102.79
Interpublic Group of Companies (IPG) 0.1 $3.5M 148k 23.41
Roper Industries (ROP) 0.1 $3.5M 19k 183.08
Danaher Corporation (DHR) 0.1 $3.2M 41k 77.83
Starbucks Corporation (SBUX) 0.1 $3.3M 59k 55.52
Cintas Corporation (CTAS) 0.1 $3.2M 28k 115.56
Aspen Insurance Holdings 0.1 $3.3M 59k 55.00
Intuit (INTU) 0.1 $3.3M 29k 114.63
Old Dominion Freight Line (ODFL) 0.1 $3.4M 39k 85.79
Copart (CPRT) 0.1 $2.5M 46k 55.40
Vail Resorts (MTN) 0.1 $2.3M 15k 161.32
Trivago N V spon ads a 0.1 $2.3M 195k 11.75
Aon 0.1 $1.9M 17k 111.55
Genpact (G) 0.1 $1.6M 64k 24.33