Echo Street Capital Management

Echo Street Capital Management as of March 31, 2017

Portfolio Holdings for Echo Street Capital Management

Echo Street Capital Management holds 159 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Interxion Holding 3.4 $102M 2.6M 39.56
American Tower Reit (AMT) 3.0 $89M 734k 121.54
Choice Hotels International (CHH) 2.8 $83M 1.3M 62.60
FleetCor Technologies 2.3 $67M 445k 151.43
Spdr S&p 500 Etf (SPY) 2.3 $67M 285k 235.74
Mondelez Int (MDLZ) 2.1 $62M 1.4M 43.08
Spirit Realty reit 2.0 $60M 6.0M 10.13
Paypal Holdings (PYPL) 2.0 $60M 1.4M 43.02
Crown Castle Intl (CCI) 1.8 $54M 568k 94.45
Store Capital Corp reit 1.8 $54M 2.2M 23.88
Vanguard REIT ETF (VNQ) 1.6 $49M 589k 82.59
Equinix (EQIX) 1.6 $47M 117k 400.37
Extended Stay America 1.5 $44M 2.7M 15.94
LKQ Corporation (LKQ) 1.4 $43M 1.5M 29.27
Dun & Bradstreet Corporation 1.4 $41M 382k 107.94
Premier (PINC) 1.4 $41M 1.3M 31.83
Ametek (AME) 1.2 $37M 675k 54.08
Calatlantic 1.2 $35M 927k 37.45
W.R. Grace & Co. 1.1 $34M 492k 69.71
Liberty Property Trust 1.1 $32M 832k 38.55
Sabre (SABR) 1.1 $32M 1.5M 21.19
Watsco, Incorporated (WSO) 1.0 $31M 216k 143.18
Waste Connections (WCN) 1.0 $31M 350k 88.22
RealPage 1.0 $30M 865k 34.90
FedEx Corporation (FDX) 1.0 $30M 152k 195.15
Church & Dwight (CHD) 1.0 $30M 596k 49.87
Thermo Fisher Scientific (TMO) 1.0 $29M 189k 153.60
O'reilly Automotive (ORLY) 0.9 $28M 103k 269.84
CarMax (KMX) 0.9 $28M 464k 59.22
Ss&c Technologies Holding (SSNC) 0.9 $28M 783k 35.40
Paychex (PAYX) 0.9 $27M 465k 58.90
Stericycle (SRCL) 0.9 $27M 327k 82.89
Tanger Factory Outlet Centers (SKT) 0.9 $27M 816k 32.77
Tripadvisor (TRIP) 0.9 $26M 611k 43.16
Sba Communications Corp (SBAC) 0.9 $26M 216k 120.37
Cognizant Technology Solutions (CTSH) 0.9 $26M 431k 59.52
Extra Space Storage (EXR) 0.9 $26M 344k 74.39
MasterCard Incorporated (MA) 0.8 $25M 226k 112.47
Global Payments (GPN) 0.8 $25M 314k 80.68
Newell Rubbermaid (NWL) 0.8 $24M 513k 47.17
Transunion (TRU) 0.8 $24M 627k 38.35
Hormel Foods Corporation (HRL) 0.8 $24M 690k 34.63
Zoetis Inc Cl A (ZTS) 0.8 $24M 447k 53.37
AutoZone (AZO) 0.8 $24M 33k 723.05
Meritage Homes Corporation (MTH) 0.8 $23M 630k 36.80
Life Storage Inc reit 0.8 $23M 281k 82.12
Middleby Corporation (MIDD) 0.8 $23M 167k 136.45
Essex Property Trust (ESS) 0.8 $23M 97k 231.53
Regency Centers Corporation (REG) 0.8 $23M 340k 66.39
Blue Buffalo Pet Prods 0.8 $23M 980k 23.00
Waters Corporation (WAT) 0.7 $22M 141k 156.31
J.B. Hunt Transport Services (JBHT) 0.7 $22M 236k 91.74
Lowe's Companies (LOW) 0.7 $22M 265k 82.21
Rlj Lodging Trust (RLJ) 0.7 $21M 884k 23.51
Weingarten Realty Investors 0.7 $21M 616k 33.39
Interpublic Group of Companies (IPG) 0.7 $20M 812k 24.57
Ultimate Software 0.7 $20M 103k 195.21
FactSet Research Systems (FDS) 0.7 $20M 119k 164.91
Colgate-Palmolive Company (CL) 0.7 $19M 262k 73.19
Fastenal Company (FAST) 0.6 $19M 369k 51.50
J.M. Smucker Company (SJM) 0.6 $19M 145k 131.08
Paylocity Holding Corporation (PCTY) 0.6 $19M 487k 38.63
S&p Global (SPGI) 0.6 $18M 140k 130.74
Pool Corporation (POOL) 0.6 $18M 152k 119.33
Monster Beverage Corp (MNST) 0.6 $18M 391k 46.17
Waste Management (WM) 0.6 $18M 243k 72.92
Visa (V) 0.6 $18M 199k 88.87
Equifax (EFX) 0.6 $18M 129k 136.74
Old Dominion Freight Line (ODFL) 0.6 $17M 198k 85.57
Gaming & Leisure Pptys (GLPI) 0.6 $17M 505k 33.42
Ggp 0.6 $17M 729k 23.18
Simon Property (SPG) 0.6 $17M 96k 172.03
Fortive (FTV) 0.6 $17M 276k 60.22
Crown Holdings (CCK) 0.5 $16M 302k 52.95
Vantiv Inc Cl A 0.5 $16M 244k 64.12
PerkinElmer (RVTY) 0.5 $14M 247k 58.06
Starbucks Corporation (SBUX) 0.5 $14M 242k 58.39
Sun Communities (SUI) 0.5 $14M 173k 80.33
Education Rlty Tr New ret 0.5 $14M 343k 40.85
PS Business Parks 0.5 $14M 119k 114.76
Black Knight Finl Svcs Inc cl a 0.5 $14M 357k 38.30
Heartland Express (HTLD) 0.4 $13M 659k 20.05
Servicenow (NOW) 0.4 $13M 149k 87.47
Dentsply Sirona (XRAY) 0.4 $13M 207k 62.44
Moody's Corporation (MCO) 0.4 $13M 114k 112.04
American Campus Communities 0.4 $12M 261k 47.59
Allegion Plc equity (ALLE) 0.4 $12M 164k 75.70
Retail Properties Of America 0.4 $12M 855k 14.42
Steris 0.4 $12M 175k 69.46
Mgm Growth Properties 0.4 $12M 453k 27.05
CoStar (CSGP) 0.4 $12M 57k 207.21
Verisk Analytics (VRSK) 0.4 $12M 148k 81.14
Kraft Heinz (KHC) 0.4 $12M 129k 90.81
Park Hotels & Resorts Inc-wi (PK) 0.4 $12M 455k 25.67
Knight Transportation 0.4 $11M 356k 31.35
Hilton Worldwide Holdings (HLT) 0.4 $11M 194k 58.46
Everest Re Group (EG) 0.4 $11M 46k 233.80
EastGroup Properties (EGP) 0.4 $11M 144k 73.53
Qts Realty Trust 0.3 $11M 216k 48.75
Abaxis 0.3 $10M 207k 48.50
AvalonBay Communities (AVB) 0.3 $8.4M 46k 183.59
Vareit, Inc reits 0.3 $7.7M 912k 8.49
Pepsi (PEP) 0.2 $7.4M 66k 111.85
CoreLogic 0.2 $7.5M 184k 40.72
United Parcel Service (UPS) 0.2 $7.2M 68k 107.31
American Homes 4 Rent-a reit (AMH) 0.2 $7.2M 316k 22.96
Cerner Corporation 0.2 $6.8M 115k 58.85
General Mills (GIS) 0.2 $6.9M 118k 59.01
Canadian Pacific Railway 0.2 $6.7M 46k 146.92
Agree Realty Corporation (ADC) 0.2 $6.8M 142k 47.96
Bemis Company 0.2 $6.6M 135k 48.86
Weyerhaeuser Company (WY) 0.2 $6.2M 182k 33.98
Hyatt Hotels Corporation (H) 0.2 $6.3M 116k 53.98
Us Foods Hldg Corp call (USFD) 0.2 $6.2M 222k 27.98
Corecivic (CXW) 0.2 $6.3M 199k 31.42
Total System Services 0.2 $6.1M 114k 53.46
Brown & Brown (BRO) 0.2 $5.8M 140k 41.72
Union Pacific Corporation (UNP) 0.2 $5.8M 55k 105.91
Fiserv (FI) 0.2 $6.1M 53k 115.32
priceline.com Incorporated 0.2 $5.8M 3.3k 1780.10
Group Cgi Cad Cl A 0.2 $5.9M 124k 47.93
LaSalle Hotel Properties 0.2 $6.0M 209k 28.95
Validus Holdings 0.2 $5.8M 104k 56.39
Epr Properties (EPR) 0.2 $5.9M 80k 73.63
Gramercy Property Trust 0.2 $5.9M 223k 26.30
Air Products & Chemicals (APD) 0.2 $5.6M 42k 135.28
Advance Auto Parts (AAP) 0.2 $5.8M 39k 148.26
Invesco (IVZ) 0.2 $5.6M 181k 30.63
Align Technology (ALGN) 0.2 $5.8M 50k 114.70
Jack Henry & Associates (JKHY) 0.2 $5.6M 60k 93.10
Clorox Company (CLX) 0.2 $5.4M 40k 134.83
Federal Realty Inv. Trust 0.2 $5.2M 39k 133.51
La Quinta Holdings 0.2 $5.4M 396k 13.52
Ihs Markit 0.2 $5.3M 127k 41.95
Msci (MSCI) 0.2 $5.2M 53k 97.19
Roper Industries (ROP) 0.2 $5.1M 25k 206.48
Ventas (VTR) 0.2 $5.1M 79k 65.04
Genpact (G) 0.2 $5.0M 203k 24.76
SELECT INCOME REIT COM SH BEN int 0.2 $5.1M 199k 25.79
Copart (CPRT) 0.2 $4.8M 78k 61.93
Automatic Data Processing (ADP) 0.2 $4.7M 46k 102.38
White Mountains Insurance Gp (WTM) 0.1 $4.5M 5.1k 879.84
Danaher Corporation (DHR) 0.1 $4.5M 53k 85.53
Intuit (INTU) 0.1 $4.4M 38k 115.99
Hospitality Properties Trust 0.1 $4.0M 128k 31.53
Dr Pepper Snapple 0.1 $4.1M 42k 97.91
Aspen Insurance Holdings 0.1 $4.1M 79k 52.05
DiamondRock Hospitality Company (DRH) 0.1 $4.2M 380k 11.15
A. O. Smith Corporation (AOS) 0.1 $4.1M 80k 51.16
Kimco Realty Corporation (KIM) 0.1 $4.1M 184k 22.09
Ddr Corp 0.1 $4.3M 343k 12.53
Gartner (IT) 0.1 $3.9M 36k 108.00
Campbell Soup Company (CPB) 0.1 $3.6M 63k 57.23
Pebblebrook Hotel Trust (PEB) 0.1 $3.4M 117k 29.21
Cubesmart (CUBE) 0.1 $3.1M 121k 25.96
Aon 0.1 $2.6M 22k 118.68
Beacon Roofing Supply (BECN) 0.1 $2.1M 44k 49.15
Advisory Board Company 0.0 $348k 7.4k 46.84
Wp Carey (WPC) 0.0 $346k 5.6k 62.29