Echo Street Capital Management LLC

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$3.96 Billion is the total value of Echo Street Capital Management LLC's 169 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 41.9% .

All

			Value		Shares		↓ Weighting
INXN	Sell	INTERXION HOLDING N.V	$133,309,000	-21.2%	2,461,385	-2.1%	3.36%	-10.3%
GRA	Buy	GRACE W R & CO DEL NEW	$114,726,000	+25.3%	1,767,462	+38.0%	2.90%	+42.7%
CHH	Buy	CHOICE HOTELS INTL INC	$109,172,000	+7.8%	1,525,171	+25.4%	2.76%	+22.8%
AMH	Buy	AMERICAN HOMES 4 RENTcl a	$93,718,000	-3.9%	4,721,327	+6.0%	2.37%	+9.4%
CCI	Sell	CROWN CASTLE INTL CORP NEW	$82,338,000	-24.1%	757,965	-22.2%	2.08%	-13.6%
SSNC	Buy	SS&C TECHNOLOGIES HLDGS INC	$79,781,000	+63.9%	1,768,597	+106.5%	2.01%	+86.7%
SPY	Buy	SPDR S&P 500 ETF TRtr unit	$79,608,000	+1396.7%	318,533	+1640.8%	2.01%	+1603.4%
FLT	Buy	FLEETCOR TECHNOLOGIES INC	$69,762,000	+31.9%	375,631	+61.8%	1.76%	+50.3%
EBAY	Buy	EBAY INC	$67,080,000	-0.8%	2,389,741	+16.7%	1.69%	+12.9%
A	Sell	AGILENT TECHNOLOGIES INC	$65,730,000	-5.1%	974,360	-0.7%	1.66%	+8.1%
PYPL	Buy	PAYPAL HLDGS INC	$60,719,000	+12.4%	722,069	+17.4%	1.53%	+28.1%
GPN	Buy	GLOBAL PMTS INC	$58,663,000	+7.5%	568,830	+32.8%	1.48%	+22.5%
RP	Buy	REALPAGE INC	$57,816,000	+144.9%	1,199,754	+234.9%	1.46%	+179.2%
SCHW	Buy	SCHWAB CHARLES CORP NEW	$56,399,000	+131.8%	1,358,031	+174.4%	1.42%	+164.2%
TMO	Sell	THERMO FISHER SCIENTIFIC INC	$55,729,000	-11.4%	249,024	-3.4%	1.41%	+0.9%
CCK	Buy	CROWN HOLDINGS INC	$54,536,000	+23.7%	1,311,899	+42.8%	1.38%	+40.9%
MSFT	Buy	MICROSOFT CORP	$51,845,000	-8.8%	510,437	+2.7%	1.31%	+3.9%
EQIX	Sell	EQUINIX INC	$51,155,000	-38.8%	145,095	-24.9%	1.29%	-30.4%
MDLZ	Buy	MONDELEZ INTL INCcl a	$47,267,000	+15.9%	1,180,794	+24.4%	1.19%	+32.0%
WCN	Buy	WASTE CONNECTIONS INC	$47,015,000	+0.9%	633,194	+8.4%	1.19%	+14.9%
OUT	Buy	OUTFRONT MEDIA INC	$46,830,000	+54.1%	2,584,430	+69.6%	1.18%	+75.4%
MIDD	Sell	MIDDLEBY CORP	$46,449,000	-22.6%	452,142	-2.5%	1.17%	-11.8%
JBHT	Buy	HUNT J B TRANS SVCS INC	$46,351,000	+4.4%	498,187	+33.4%	1.17%	+18.9%
ANSS	Buy	ANSYS INC	$45,533,000	+13.9%	318,544	+48.7%	1.15%	+29.7%
ARMK	Buy	ARAMARK	$44,449,000	+306.7%	1,534,313	+504.0%	1.12%	+363.6%
MTH	Sell	MERITAGE HOMES CORP	$42,863,000	-38.9%	1,167,287	-33.6%	1.08%	-30.4%
SPGI	Buy	S&P GLOBAL INC	$39,256,000	+19.5%	231,001	+37.4%	0.99%	+36.1%
SUI	Buy	SUN CMNTYS INC	$39,231,000	+6.1%	385,711	+6.0%	0.99%	+20.9%
SRC	New	SPIRIT RLTY CAP INC NEW	$39,194,000	–	1,111,879	+100.0%	0.99%	–
AVY	Buy	AVERY DENNISON CORP	$38,230,000	+107.6%	425,585	+150.4%	0.96%	+136.5%
CTSH	Sell	COGNIZANT TECHNOLOGY SOLUTIOcl a	$37,620,000	-25.8%	592,621	-9.9%	0.95%	-15.5%
TMHC	Buy	TAYLOR MORRISON HOME CORPcl a	$37,352,000	+102.5%	2,349,209	+129.7%	0.94%	+130.6%
PKI	Buy	PERKINELMER INC	$35,135,000	-14.1%	447,296	+6.4%	0.89%	-2.2%
ARE	Buy	ALEXANDRIA REAL ESTATE EQ IN	$34,456,000	+15.9%	298,994	+26.5%	0.87%	+32.0%
CSGP	New	COSTAR GROUP INC	$34,039,000	–	100,905	+100.0%	0.86%	–
INFO	Sell	IHS MARKIT LTD	$33,691,000	-42.1%	702,344	-34.9%	0.85%	-34.1%
MGP	Buy	MGM GROWTH PPTYS LLC	$32,578,000	+9.9%	1,233,557	+22.8%	0.82%	+25.1%
MCO	Buy	MOODYS CORP	$31,529,000	-15.8%	225,140	+0.5%	0.80%	-4.1%
TRU	Buy	TRANSUNION	$31,333,000	+139.9%	551,642	+210.8%	0.79%	+173.7%
V	Sell	VISA INC	$31,100,000	-30.2%	235,711	-20.6%	0.78%	-20.5%
MA	Sell	MASTERCARD INCORPORATEDcl a	$30,919,000	-40.7%	163,896	-30.1%	0.78%	-32.5%
PCTY	Buy	PAYLOCITY HLDG CORP	$30,428,000	+2.2%	505,363	+36.3%	0.77%	+16.4%
GLPI	Buy	GAMING & LEISURE PPTYS INC	$30,388,000	-3.6%	940,523	+5.2%	0.77%	+9.9%
HTA	Buy	HEALTHCARE TR AMER INCcl a new	$29,931,000	-0.6%	1,182,586	+4.8%	0.76%	+13.3%
ZEN	New	ZENDESK INC	$29,771,000	–	510,042	+100.0%	0.75%	–
WM	Sell	WASTE MGMT INC DEL	$29,513,000	-34.4%	331,641	-33.4%	0.74%	-25.3%
AABA	Buy	ALTABA INC	$28,744,000	-13.8%	496,105	+1.4%	0.73%	-1.8%
WP	Buy	WORLDPAY INCcl a	$28,707,000	+115.7%	375,603	+185.7%	0.72%	+145.8%
PLD	Buy	PROLOGIS INC	$28,686,000	+18.5%	488,525	+36.8%	0.72%	+34.8%
WH	Sell	WYNDHAM HOTELS & RESORTS INC	$28,608,000	-28.9%	630,548	-12.9%	0.72%	-19.0%
CLGX	Buy	CORELOGIC INC	$28,442,000	+202.7%	851,050	+347.6%	0.72%	+245.2%
ULTI	Buy	ULTIMATE SOFTWARE GROUP INC	$28,116,000	+4.2%	114,821	+37.1%	0.71%	+18.7%
VICI	Sell	VICI PPTYS INC	$27,952,000	-36.8%	1,488,410	-27.2%	0.71%	-28.0%
EPRT	Buy	ESSENTIAL PPTYS RLTY TR INC	$26,356,000	+8.7%	1,904,338	+11.4%	0.66%	+23.6%
GS	Buy	GOLDMAN SACHS GROUP INC	$25,859,000	-10.1%	154,798	+20.6%	0.65%	+2.4%
MNST	Sell	MONSTER BEVERAGE CORP NEW	$25,399,000	-30.8%	516,038	-18.1%	0.64%	-21.3%
MDSO	Buy	MEDIDATA SOLUTIONS INC	$25,253,000	+36.2%	374,567	+48.1%	0.64%	+55.2%
PAGS	Buy	PAGSEGURO DIGITAL LTD	$25,002,000	-28.8%	1,334,889	+5.2%	0.63%	-18.9%
BMS	Sell	BEMIS INC	$24,857,000	-33.9%	541,549	-30.0%	0.63%	-24.7%
CRM	Sell	SALESFORCE COM INC	$24,834,000	-46.4%	181,310	-37.8%	0.63%	-38.9%
WEX	Sell	WEX INC	$23,943,000	-61.5%	170,948	-44.9%	0.60%	-56.2%
HIW	Buy	HIGHWOODS PPTYS INC	$23,635,000	+189.1%	610,887	+253.1%	0.60%	+229.8%
GOOGL	Sell	ALPHABET INCcap stk cl a	$23,497,000	-26.3%	22,486	-14.9%	0.59%	-16.1%
FDS	Sell	FACTSET RESH SYS INC	$22,839,000	-60.9%	114,119	-56.3%	0.58%	-55.4%
DHR	Sell	DANAHER CORP DEL	$22,638,000	-43.1%	219,535	-40.0%	0.57%	-35.1%
ENV	Buy	ENVESTNET INC	$22,426,000	+25.6%	455,900	+55.6%	0.57%	+42.9%
DOCU	New	DOCUSIGN INC	$21,872,000	–	545,716	+100.0%	0.55%	–
CUBE	Buy	CUBESMART	$21,176,000	+18.0%	738,111	+17.3%	0.54%	+34.4%
MSTR	Buy	MICROSTRATEGY INCcl a new	$19,403,000	-7.9%	151,882	+1.4%	0.49%	+4.9%
STAY	Sell	EXTENDED STAY AMER INCunit 99/99/9999b	$19,233,000	-51.4%	1,240,831	-36.6%	0.49%	-44.6%
WRI	Buy	WEINGARTEN RLTY INVSsh ben int	$19,201,000	+207.7%	773,934	+269.1%	0.48%	+251.4%
CCC	New	CHURCHILL CAP CORP	$18,844,000	–	1,973,240	+100.0%	0.48%	–
CERN	Buy	CERNER CORP	$18,763,000	-1.0%	357,800	+21.5%	0.47%	+12.9%
CNI	Buy	CANADIAN NATL RY CO	$18,663,000	+72.2%	251,831	+108.7%	0.47%	+96.2%
EFX	Buy	EQUIFAX INC	$18,473,000	+76.3%	198,356	+147.1%	0.47%	+100.9%
AVB	Buy	AVALONBAY CMNTYS INC	$18,322,000	-2.6%	105,270	+1.4%	0.46%	+11.0%
IAC	Buy	IAC INTERACTIVECORP	$17,758,000	-13.7%	97,017	+2.2%	0.45%	-1.8%
NOW	Sell	SERVICENOW INC	$17,483,000	-30.6%	98,189	-23.8%	0.44%	-21.1%
AMZN	Sell	AMAZON COM INC	$17,444,000	-31.4%	11,614	-8.6%	0.44%	-22.0%
ALGN	Buy	ALIGN TECHNOLOGY INC	$16,848,000	+36.3%	80,448	+154.6%	0.42%	+55.1%
CHD	Sell	CHURCH & DWIGHT INC	$15,632,000	-45.6%	237,715	-50.9%	0.40%	-38.0%
UNF	Buy	UNIFIRST CORP MASS	$15,472,000	+93.8%	108,140	+135.2%	0.39%	+120.9%
ELLI	New	ELLIE MAE INC	$15,397,000	–	245,054	+100.0%	0.39%	–
AMT	Sell	AMERICAN TOWER CORP NEW	$15,414,000	-54.6%	97,441	-58.3%	0.39%	-48.3%
CP	New	CANADIAN PAC RY LTD	$15,169,000	–	85,404	+100.0%	0.38%	–
DSGX	Sell	DESCARTES SYS GROUP INC	$15,047,000	-26.5%	568,676	-5.9%	0.38%	-16.3%
DHI	Sell	D R HORTON INC	$14,779,000	-63.9%	426,398	-56.1%	0.37%	-58.9%
SXT	Buy	SENSIENT TECHNOLOGIES CORP	$14,122,000	+49.3%	252,855	+104.5%	0.36%	+70.0%
DLR	Buy	DIGITAL RLTY TR INC	$14,037,000	+31.5%	131,741	+38.8%	0.35%	+49.4%
FDX	Sell	FEDEX CORP	$13,923,000	-43.1%	86,299	-15.1%	0.35%	-35.2%
FTV	Sell	FORTIVE CORP	$13,690,000	-42.3%	202,334	-28.2%	0.35%	-34.2%
ZTS	Sell	ZOETIS INCcl a	$13,442,000	-8.1%	157,138	-1.6%	0.34%	+4.6%
CDAY	Buy	CERIDIAN HCM HLDG INC	$13,241,000	+72.3%	383,921	+109.9%	0.33%	+96.5%
INTU	Sell	INTUIT	$12,977,000	-51.2%	65,921	-43.6%	0.33%	-44.4%
WDAY	Sell	WORKDAY INCcl a	$12,695,000	-66.7%	79,500	-69.5%	0.32%	-62.1%
TSS	Buy	TOTAL SYS SVCS INC	$12,650,000	+20.3%	155,614	+46.1%	0.32%	+36.9%
CENTA	Buy	CENTRAL GARDEN & PET COcl a non-vtg	$12,601,000	+88.4%	403,219	+99.8%	0.32%	+114.9%
WY	New	WEYERHAEUSER CO	$12,204,000	–	558,284	+100.0%	0.31%	–
CPRT	Sell	COPART INC	$12,021,000	-62.2%	251,591	-59.2%	0.30%	-57.0%
VRSK	Sell	VERISK ANALYTICS INC	$11,884,000	-26.5%	108,984	-18.8%	0.30%	-16.4%
ACC	Sell	AMERICAN CAMPUS CMNTYS INC	$11,370,000	-58.3%	274,695	-58.5%	0.29%	-52.5%
PAYX	Sell	PAYCHEX INC	$11,353,000	-16.3%	174,267	-5.4%	0.29%	-4.7%
PEP	Buy	PEPSICO INC	$11,238,000	+15.4%	101,719	+16.8%	0.28%	+31.5%
FISV	Sell	FISERV INC	$11,208,000	-17.2%	152,514	-7.2%	0.28%	-5.7%
ORLY	Sell	O REILLY AUTOMOTIVE INC NEW	$11,212,000	-18.5%	32,562	-17.8%	0.28%	-7.2%
STE	Buy	STERIS PLC	$11,180,000	-2.0%	104,634	+4.9%	0.28%	+11.5%
STNE	New	STONECO LTD	$11,056,000	–	599,547	+100.0%	0.28%	–
BKI	Sell	BLACK KNIGHT INC	$10,803,000	-47.5%	239,742	-39.5%	0.27%	-40.1%
EL	New	LAUDER ESTEE COS INCcl a	$10,749,000	–	82,619	+100.0%	0.27%	–
H	Sell	HYATT HOTELS CORP	$10,679,000	-49.5%	157,979	-40.6%	0.27%	-42.4%
LOW	Sell	LOWES COS INC	$10,617,000	-31.6%	114,954	-14.9%	0.27%	-22.1%
RE	Sell	EVEREST RE GROUP LTD	$10,557,000	-42.3%	48,480	-39.5%	0.27%	-34.2%
PG	Sell	PROCTER AND GAMBLE CO	$10,528,000	-0.7%	114,530	-10.1%	0.27%	+13.2%
FRT	Sell	FEDERAL REALTY INVT TRsh ben int new	$10,142,000	-41.4%	85,917	-37.2%	0.26%	-33.3%
APD	Sell	AIR PRODS & CHEMS INC	$10,012,000	-72.8%	62,555	-71.6%	0.25%	-69.0%
WAT	Sell	WATERS CORP	$9,731,000	-19.9%	51,581	-17.3%	0.25%	-8.6%
REG	New	REGENCY CTRS CORP	$9,634,000	–	164,172	+100.0%	0.24%	–
MAC	New	MACERICH CO	$9,308,000	–	215,074	+100.0%	0.24%	–
JKHY	Sell	HENRY JACK & ASSOC INC	$9,315,000	-33.8%	73,621	-16.2%	0.24%	-24.7%
LTRPA	Buy	LIBERTY TRIPADVISOR HLDGS IN	$9,175,000	+8.5%	577,391	+1.4%	0.23%	+24.1%
SHO	New	SUNSTONE HOTEL INVS INC NEW	$9,185,000	–	705,998	+100.0%	0.23%	–
ADP	New	AUTOMATIC DATA PROCESSING IN	$9,082,000	–	69,264	+100.0%	0.23%	–
MSCI	Sell	MSCI INC	$8,887,000	-17.3%	60,278	-0.5%	0.22%	-5.9%
HST	Sell	HOST HOTELS & RESORTS INC	$8,664,000	-57.5%	519,742	-46.3%	0.22%	-51.5%
G	New	GENPACT LIMITED	$8,622,000	–	319,470	+100.0%	0.22%	–
CMS	New	CMS ENERGY CORP	$8,522,000	–	171,641	+100.0%	0.22%	–
CL	New	COLGATE PALMOLIVE CO	$8,494,000	–	142,701	+100.0%	0.21%	–
INST	New	INSTRUCTURE INC	$8,479,000	–	226,059	+100.0%	0.21%	–
CCEP	Sell	COCA COLA EUROPEAN PARTNERS	$8,420,000	-5.5%	183,646	-6.3%	0.21%	+8.1%
PEB	Buy	PEBBLEBROOK HOTEL TR	$8,408,000	+2.3%	297,013	+31.4%	0.21%	+16.5%
STOR	New	STORE CAP CORP	$8,343,000	–	294,710	+100.0%	0.21%	–
ALLE	Sell	ALLEGION PUB LTD CO	$8,329,000	-80.1%	104,490	-77.4%	0.21%	-77.4%
MKL	New	MARKEL CORP	$7,903,000	–	7,613	+100.0%	0.20%	–
BRKB	New	BERKSHIRE HATHAWAY INC DELcl b new	$7,870,000	–	38,542	+100.0%	0.20%	–
APPF	New	APPFOLIO INC	$7,718,000	–	130,335	+100.0%	0.20%	–
POOL	New	POOL CORPORATION	$7,670,000	–	51,598	+100.0%	0.19%	–
ROP	Sell	ROPER TECHNOLOGIES INC	$7,695,000	-10.5%	28,874	-0.5%	0.19%	+1.6%
SKT	Sell	TANGER FACTORY OUTLET CTRS I	$7,546,000	-54.8%	373,212	-48.8%	0.19%	-48.4%
AZPN	New	ASPEN TECHNOLOGY INC	$7,585,000	–	92,302	+100.0%	0.19%	–
FTACU	New	FINTECH ACQUISITION CORP IIIunit 12/01/2023	$7,420,000	–	741,976	+100.0%	0.19%	–
ODFL	Buy	OLD DOMINION FGHT LINES INC	$7,346,000	-19.7%	59,486	+4.9%	0.18%	-8.9%
VEEV	Sell	VEEVA SYS INC	$7,324,000	-41.9%	81,995	-29.2%	0.18%	-33.7%
FR	New	FIRST INDUSTRIAL REALTY TRUS	$7,095,000	–	245,825	+100.0%	0.18%	–
XHR	New	XENIA HOTELS & RESORTS INC	$6,967,000	–	405,083	+100.0%	0.18%	–
CCHU	New	COLLIER CREEK HOLDINGSunit 99/99/9999	$6,925,000	–	692,475	+100.0%	0.18%	–
ATO	New	ATMOS ENERGY CORP	$6,891,000	–	74,318	+100.0%	0.17%	–
HCP	Sell	HCP INC	$6,683,000	-75.2%	239,261	-76.6%	0.17%	-71.7%
DRH	Buy	DIAMONDROCK HOSPITALITY CO	$6,567,000	-21.1%	723,266	+1.4%	0.17%	-10.3%
DRE	New	DUKE REALTY CORP	$6,452,000	–	249,117	+100.0%	0.16%	–
SWCH	New	SWITCH INCcl a	$6,343,000	–	906,145	+100.0%	0.16%	–
DESP	Buy	DESPEGAR COM CORP	$6,256,000	-25.4%	504,095	+1.4%	0.16%	-15.1%
PCH	Buy	POTLATCHDELTIC CORPORATION	$6,034,000	-16.4%	190,714	+8.2%	0.15%	-5.0%
LKQ	Sell	LKQ CORP	$5,852,000	-88.4%	246,624	-84.5%	0.15%	-86.7%
DOX	Sell	AMDOCS LTD	$5,593,000	-28.6%	95,470	-19.6%	0.14%	-19.0%
IDXX	New	IDEXX LABS INC	$4,959,000	–	26,657	+100.0%	0.12%	–
PAYC	Sell	PAYCOM SOFTWARE INC	$4,874,000	-57.8%	39,808	-46.5%	0.12%	-52.0%
LPT	Sell	LIBERTY PPTY TRsh ben int	$4,877,000	-83.0%	116,450	-82.8%	0.12%	-80.6%
EPR	New	EPR PPTYS	$4,853,000	–	75,785	+100.0%	0.12%	–
FMCI	Sell	FORUM MERGER II CORPcl a	$4,793,000	-0.4%	496,650	-1.5%	0.12%	+13.1%
BLKB	Sell	BLACKBAUD INC	$4,702,000	-90.5%	74,751	-84.7%	0.12%	-89.2%
LEXEA	New	LIBERTY EXPEDIA HOLDINGS	$4,619,000	–	118,112	+100.0%	0.12%	–
ESV	Buy	ENSCO PLC	$4,228,000	-57.2%	1,187,743	+1.4%	0.11%	-51.1%
AOS	Sell	SMITH A O	$4,030,000	-88.1%	94,379	-85.1%	0.10%	-86.4%
ANGI	Sell	ANGI HOMESERVICES INC	$3,335,000	-80.2%	207,533	-71.0%	0.08%	-77.5%
SMTA	Sell	SPIRIT MTA REIT	$2,794,000	-57.2%	391,893	-30.8%	0.07%	-51.0%
PSB	Buy	PS BUSINESS PKS INC CALIF	$2,698,000	+4.5%	20,598	+1.4%	0.07%	+19.3%
ARYAU	New	ARYA SCIENCES ACQUISITION COunit 10/04/2023	$2,046,000	–	197,850	+100.0%	0.05%	–
CCCWS	New	CHURCHILL CAP CORPcall	$845,000	–	1,000,000	+100.0%	0.02%	–
FMCIW		FORUM MERGER II CORPcall	$226,000	-22.6%	504,137	0.0%	0.01%	0.0%
UDR	Exit	UDR INC	$0	–	-52,146	-100.0%	-0.05%	–
VTR	Exit	VENTAS INC	$0	–	-87,161	-100.0%	-0.10%	–
SERV	Exit	SERVICEMASTER GLOBAL HLDGS I	$0	–	-80,020	-100.0%	-0.11%	–
BLK	Exit	BLACKROCK INC	$0	–	-11,258	-100.0%	-0.12%	–
K	Exit	KELLOGG CO	$0	–	-81,330	-100.0%	-0.13%	–
KO	Exit	COCA COLA CO	$0	–	-150,745	-100.0%	-0.15%	–
PPG	Exit	PPG INDS INC	$0	–	-70,992	-100.0%	-0.17%	–
EXR	Exit	EXTRA SPACE STORAGE INC	$0	–	-91,178	-100.0%	-0.18%	–
EQR	Exit	EQUITY RESIDENTIALsh ben int	$0	–	-124,600	-100.0%	-0.18%	–
AIV	Exit	APARTMENT INVT & MGMT COcl a	$0	–	-190,410	-100.0%	-0.19%	–
ECL	Exit	ECOLAB INC	$0	–	-55,285	-100.0%	-0.19%	–
ZUO	Exit	ZUORA INC	$0	–	-379,374	-100.0%	-0.19%	–
TRIP	Exit	TRIPADVISOR INC	$0	–	-171,531	-100.0%	-0.19%	–
SPSC	Exit	SPS COMM INC	$0	–	-89,835	-100.0%	-0.20%	–
KMB	Exit	KIMBERLY CLARK CORP	$0	–	-87,548	-100.0%	-0.22%	–
AXTA	Exit	AXALTA COATING SYS LTD	$0	–	-357,553	-100.0%	-0.23%	–
GIB	Exit	GROUPE CGI INCcl a sub vtg	$0	–	-162,328	-100.0%	-0.23%	–
PX	Exit	PRAXAIR INC	$0	–	-65,757	-100.0%	-0.23%	–
ESS	Exit	ESSEX PPTY TR INC	$0	–	-43,000	-100.0%	-0.24%	–
FIS	Exit	FIDELITY NATL INFORMATION SV	$0	–	-98,376	-100.0%	-0.24%	–
HSY	Exit	HERSHEY CO	$0	–	-106,063	-100.0%	-0.24%	–
TYL	Exit	TYLER TECHNOLOGIES INC	$0	–	-44,878	-100.0%	-0.24%	–
MELI	Exit	MERCADOLIBRE INC	$0	–	-38,813	-100.0%	-0.29%	–
HCSG	Exit	HEALTHCARE SVCS GRP INC	$0	–	-366,342	-100.0%	-0.33%	–
IFF	Exit	INTERNATIONAL FLAVORS&FRAGRA	$0	–	-119,232	-100.0%	-0.37%	–
ITW	Exit	ILLINOIS TOOL WKS INC	$0	–	-125,719	-100.0%	-0.39%	–
GWRE	Exit	GUIDEWIRE SOFTWARE INC	$0	–	-190,635	-100.0%	-0.43%	–
CCCU	Exit	CHURCHILL CAP CORPunit 99/99/9999	$0	–	-2,000,000	-100.0%	-0.45%	–
MMC	Exit	MARSH & MCLENNAN COS INC	$0	–	-246,979	-100.0%	-0.45%	–
SJM	Exit	SMUCKER J M CO	$0	–	-213,031	-100.0%	-0.48%	–
TOL	Exit	TOLL BROTHERS INC	$0	–	-878,753	-100.0%	-0.64%	–
DNB	Exit	DUN & BRADSTREET CORP DEL NE	$0	–	-228,167	-100.0%	-0.72%	–
SRC	Exit	SPIRIT RLTY CAP INC NEW	$0	–	-4,101,485	-100.0%	-0.73%	–
WSO	Exit	WATSCO INC	$0	–	-225,744	-100.0%	-0.89%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2019-02-14

Signatures

The EDGAR filing(s) were signed by:

David Elias — Chief Operating Officer

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
VISA INC	42	Q3 2023	5.6%
MASTERCARD INCORPORATED	41	Q3 2023	2.6%
DANAHER CORPORATION	41	Q3 2023	3.0%
ROPER TECHNOLOGIES INC	41	Q3 2023	3.5%
THERMO FISHER SCIENTIFIC INC	40	Q3 2023	1.9%
COPART INC	40	Q3 2023	5.0%
OLD DOMINION FREIGHT LINE IN	40	Q3 2023	1.8%
VERISK ANALYTICS INC	39	Q2 2023	1.4%
LOWES COS INC	38	Q3 2023	2.8%
FLEETCOR TECHNOLOGIES INC	37	Q3 2023	6.1%

View Echo Street Capital Management LLC's complete holdings history.

Latest significant ownerships (13-D/G)

Echo Street Capital Management LLC Q4 2018 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
	Filed	Shares	Percentage
ANGI Homeservices Inc.^{Sold out}	February 10, 2021	0	0.0%

View Echo Street Capital Management LLC's complete significant-ownership history.

Latest filings

Type	Filed
13F-HR	2024-04-19
SC 13G/A	2024-02-09
13F-HR	2024-02-08
SC 13G/A	2024-02-08
SC 13G/A	2024-02-08
SC 13G/A	2024-02-08
SC 13G/A	2024-02-08
13F-HR	2023-11-14
13F-HR	2023-08-14
13F-HR	2023-05-15

View Echo Street Capital Management LLC's complete filings history.

All filings

View complete filings history.

Compare quarters

Export Echo Street Capital Management LLC's holdings