HoldingsChannel.com
Echo Street Capital Management LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
CHOICE HOTELS INTL INC 1,967,065 +441,894 $152,920
     CHH1,967,065+441,894$152,920
GRACE W R & CO DEL NEW 1,822,784 +55,322 $142,250
     GRA1,822,784+55,322$142,250
INTERXION HOLDING N.V 1,919,620 -541,765 $128,096
     INXN1,919,620-541,765$128,096
WEX INC 570,063 +399,115 $109,446
     WEX570,063+399,115$109,446
CROWN CASTLE INTL CORP NEW 845,038 +87,073 $108,165
     CCI845,038+87,073$108,165
SS&C TECHNOLOGIES HLDGS INC 1,560,174 -208,423 $99,367
     SSNC1,560,174-208,423$99,367
AMERICAN HOMES 4 RENT 4,307,722 -413,605 $97,871
     AMH4,307,722-413,605$97,871
CROWN HOLDINGS INC 1,495,106 +183,207 $81,588
     CCK1,495,106+183,207$81,588
EQUINIX INC 175,502 +30,407 $79,530
     EQIX175,502+30,407$79,530
AGILENT TECHNOLOGIES INC 929,733 -44,627 $74,732
     A929,733-44,627$74,732
IAC INTERACTIVECORP 339,198 +242,181 $71,269
     IAC339,198+242,181$71,269
PAYPAL HLDGS INC 672,918 -49,151 $69,876
     PYPL672,918-49,151$69,876
FLEETCOR TECHNOLOGIES INC 269,867 -105,764 $66,547
     FLT269,867-105,764$66,547
THE CHARLES SCHWAB CORPORATI 1,518,663 +160,632 $64,938
     SCHW1,518,663+160,632$64,938
HUNT J B TRANS SVCS INC 636,580 +138,393 $64,479
     JBHT636,580+138,393$64,479
GLOBAL PMTS INC 438,859 -129,971 $59,913
     GPN438,859-129,971$59,913
D R HORTON INC 1,405,844 +979,446 $58,174
     DHI1,405,844+979,446$58,174
IHS MARKIT LTD 1,053,997 +351,653 $57,316
     INFO1,053,997+351,653$57,316
ZENDESK INC 665,988 +155,946 $56,609
     ZEN665,988+155,946$56,609
S&P GLOBAL INC 266,251 +35,250 $56,059
     SPGI266,251+35,250$56,059
HEALTHCARE TR AMER INC 1,960,070 +777,484 $56,038
     HTA1,960,070+777,484$56,038
ANSYS INC 297,934 -20,610 $54,436
     ANSS297,934-20,610$54,436
LKQ CORP 1,829,219 +1,582,595 $51,913
     LKQ1,829,219+1,582,595$51,913
REALPAGE INC 854,444 -345,310 $51,856
     RP854,444-345,310$51,856
MERITAGE HOMES CORP 1,157,709 -9,578 $51,761
     MTH1,157,709-9,578$51,761
PERKINELMER INC 527,894 +80,598 $50,868
     PKI527,894+80,598$50,868
TAYLOR MORRISON HOME CORP 2,834,491 +485,282 $50,312
     TMHC2,834,491+485,282$50,312
BLACKBAUD INC 620,031 +545,280 $49,435
     BLKB620,031+545,280$49,435
ARAMARK 1,634,292 +99,979 $48,293
     ARMK1,634,292+99,979$48,293
MIDDLEBY CORP 363,050 -89,092 $47,207
     MIDD363,050-89,092$47,207
PAGSEGURO DIGITAL LTD 1,573,312 +238,423 $46,963
     PAGS1,573,312+238,423$46,963
SPIRIT RLTY CAP INC NEW 1,176,898 +65,019 $46,758
     SRC1,176,898+65,019$46,758
THERMO FISHER SCIENTIFIC INC 166,136 -82,888 $45,475
     TMO166,136-82,888$45,475
MICROSOFT CORP 382,469 -127,968 $45,108
     MSFT382,469-127,968$45,108
MGM GROWTH PPTYS LLC 1,381,816 +148,259 $44,564
     MGP1,381,816+148,259$44,564
COGNIZANT TECHNOLOGY SOLUTIO 602,108 +9,487 $43,623
     CTSH602,108+9,487$43,623
GOLDMAN SACHS GROUP INC 223,541 +68,743 $42,918
     GS223,541+68,743$42,918
OUTFRONT MEDIA INC 1,819,422 -765,008 $42,574
     OUT1,819,422-765,008$42,574
HOST HOTELS & RESORTS INC 2,243,584 +1,723,842 $42,404
     HST2,243,584+1,723,842$42,404
MEDIDATA SOLUTIONS INC 573,220 +198,653 $41,983
     MDSO573,220+198,653$41,983
WYNDHAM HOTELS & RESORTS INC 837,758 +207,210 $41,880
     WH837,758+207,210$41,880
ALEXANDRIA REAL ESTATE EQ IN 285,326 -13,668 $40,676
     ARE285,326-13,668$40,676
BOOKING HLDGS INC 23,273 +23,273 $40,609
     BKNG23,273+23,273$40,609
CUBESMART 1,247,309 +509,198 $39,964
     CUBE1,247,309+509,198$39,964
ALTABA INC 533,157 +37,052 $39,518
     AABA533,157+37,052$39,518
ALPHABET INC 33,201 +10,715 $39,074
     GOOGL33,201+10,715$39,074
LOWES COS INC 352,467 +237,513 $38,585
     LOW352,467+237,513$38,585
VICI PPTYS INC 1,759,656 +271,246 $38,501
     VICI1,759,656+271,246$38,501
GAMING & LEISURE PPTYS INC 990,353 +49,830 $38,198
     GLPI990,353+49,830$38,198
CANADIAN PAC RY LTD 183,695 +98,291 $37,889
     CP183,695+98,291$37,889

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 03/31/2019: $5,098,965
At 12/31/2018: $3,961,126

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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