HoldingsChannel.com
Echo Street Capital Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 464,688 +446,202 $149,564
     SPY464,688+446,202$149,564
FIDELITY NATL INFORMATION SV 934,644 +210,536 $130,000
     FIS934,644+210,536$130,000
MASTERCARD INC 419,506 +166,111 $125,260
     MA419,506+166,111$125,260
CROWN CASTLE INTL CORP NEW 863,715 -36,041 $122,777
     CCI863,715-36,041$122,777
INTUIT 417,923 +115,903 $109,467
     INTU417,923+115,903$109,467
ZENDESK INC 1,420,888 +310,288 $108,883
     ZEN1,420,888+310,288$108,883
WEX INC 510,471 +42,197 $106,923
     WEX510,471+42,197$106,923
EQUINIX INC 179,508 +66,218 $104,779
     EQIX179,508+66,218$104,779
GRACE W R & CO DEL NEW 1,442,412 -578,375 $100,752
     GRA1,442,412-578,375$100,752
AGILENT TECHNOLOGIES INC 1,134,987 +11,444 $96,826
     A1,134,987+11,444$96,826
SS&C TECHNOLOGIES HLDGS INC 1,574,054 -261,413 $96,647
     SSNC1,574,054-261,413$96,647
FLEETCOR TECHNOLOGIES INC 332,466 -19,005 $95,657
     FLT332,466-19,005$95,657
CARNIVAL CORP 1,757,293 +1,418,120 $89,323
     CCL1,757,293+1,418,120$89,323
EQUIFAX INC 592,460 +234,146 $83,015
     EFX592,460+234,146$83,015
MGM GROWTH PPTYS LLC 2,660,235 +299,828 $82,387
     MGP2,660,235+299,828$82,387
VISA INC 429,503 +218,778 $80,704
     V429,503+218,778$80,704
GLOBAL PMTS INC 429,297 -80,705 $78,372
     GPN429,297-80,705$78,372
REALPAGE INC 1,442,317 +644,113 $77,525
     RP1,442,317+644,113$77,525
AMERICAN HOMES 4 RENT 2,899,997 -664,921 $76,009
     AMH2,899,997-664,921$76,009
CUBESMART 2,397,446 +1,258,651 $75,472
     CUBE2,397,446+1,258,651$75,472
INTERCONTINENTAL EXCHANGE IN (ICE) 798,665 +222,722 $73,916
     ICE798,665+222,722$73,916
HOST HOTELS & RESORTS INC 3,937,885 -279,582 $73,048
     HST3,937,885-279,582$73,048
D R HORTON INC 1,347,235 -36,868 $71,067
     DHI1,347,235-36,868$71,067
PERKINELMER INC 720,541 -292,487 $69,965
     PKI720,541-292,487$69,965
GOLDMAN SACHS GROUP INC 303,789 -87,516 $69,850
     GS303,789-87,516$69,850
PAGSEGURO DIGITAL LTD 1,965,378 +613,047 $67,137
     PAGS1,965,378+613,047$67,137
CERIDIAN HCM HLDG INC 984,431 +120,578 $66,823
     CDAY984,431+120,578$66,823
INTERXION HOLDING N.V 785,351 -857,762 $65,820
     INXN785,351-857,762$65,820
BLACKBAUD INC 808,884 +244,211 $64,387
     BLKB808,884+244,211$64,387
MIDDLEBY CORP 575,539 +4,767 $63,033
     MIDD575,539+4,767$63,033
THERMO FISHER SCIENTIFIC INC 193,840 -56,960 $62,973
     TMO193,840-56,960$62,973
AVALONBAY CMNTYS INC 299,636 +86,854 $62,834
     AVB299,636+86,854$62,834
S&P GLOBAL INC 223,452 +18,977 $61,014
     SPGI223,452+18,977$61,014
PAYPAL HLDGS INC 557,662 +206,984 $60,322
     PYPL557,662+206,984$60,322
DESCARTES SYS GROUP INC 1,388,686 -341,428 $59,355
     DSGX1,388,686-341,428$59,355
TAYLOR MORRISON HOME CORP 2,619,460 +619,103 $57,261
     TMHC2,619,460+619,103$57,261
WORKDAY INC 343,287 -14,744 $56,454
     WDAY343,287-14,744$56,454
PAYCHEX INC 649,008 +18,902 $55,205
     PAYX649,008+18,902$55,205
MICROSOFT CORP 342,359 -139,848 $53,990
     MSFT342,359-139,848$53,990
MOODYS CORP 224,394 -19,419 $53,273
     MCO224,394-19,419$53,273
HEALTHEQUITY INC 718,100 +120,995 $53,190
     HQY718,100+120,995$53,190
TRI POINTE GROUP INC 3,365,640 +248,726 $52,437
     TPH3,365,640+248,726$52,437
CHOICE HOTELS INTL INC 500,047 -304,133 $51,720
     CHH500,047-304,133$51,720
SALESFORCE COM INC 313,792 +74,555 $51,035
     CRM313,792+74,555$51,035
DANAHER CORPORATION 317,300 +26,926 $48,699
     DHR317,300+26,926$48,699
GALLAGHER ARTHUR J & CO 510,952 +75,285 $48,658
     AJG510,952+75,285$48,658
AUTOMATIC DATA PROCESSING IN 283,845 +4,460 $48,396
     ADP283,845+4,460$48,396
ALPHABET INC 35,964 +605 $48,170
     GOOGL35,964+605$48,170
MONDELEZ INTL INC 862,865 +100,822 $47,527
     MDLZ862,865+100,822$47,527
TOLL BROTHERS INC 1,165,290 +257,922 $46,041
     TOL1,165,290+257,922$46,041

See Full List: All Stocks Held By Echo Street Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Echo Street Capital Management LLC

Size ($ in 1000's)
At 12/31/2019: $6,490,340
At 09/30/2019: $5,896,734

Echo Street Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Echo Street Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Echo Street Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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