HoldingsChannel.com
Echo Street Capital Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
GRACE W R & CO DEL NEW 2,020,787 +16,233 $134,908
     GRA2,020,787+16,233$134,908
INTERXION HOLDING N.V 1,643,113 -240,182 $133,848
     INXN1,643,113-240,182$133,848
CROWN CASTLE INTL CORP NEW 899,756 +95,676 $125,075
     CCI899,756+95,676$125,075
FLEETCOR TECHNOLOGIES INC 351,471 +7,160 $100,795
     FLT351,471+7,160$100,795
FIDELITY NATL INFORMATION SV 724,108 +545,585 $96,133
     FIS724,108+545,585$96,133
SS&C TECHNOLOGIES HLDGS INC 1,835,467 +65,122 $94,655
     SSNC1,835,467+65,122$94,655
WEX INC 468,274 -69,775 $94,624
     WEX468,274-69,775$94,624
AMERICAN HOMES 4 RENT 3,564,918 -548,641 $92,296
     AMH3,564,918-548,641$92,296
PERKINELMER INC 1,013,028 +112,334 $86,280
     PKI1,013,028+112,334$86,280
AGILENT TECHNOLOGIES INC 1,123,543 -233,718 $86,097
     A1,123,543-233,718$86,097
GLOBAL PMTS INC 510,002 +201,303 $81,090
     GPN510,002+201,303$81,090
GOLDMAN SACHS GROUP INC 391,305 +204,510 $81,090
     GS391,305+204,510$81,090
ZENDESK INC 1,110,600 +336,077 $80,941
     ZEN1,110,600+336,077$80,941
INTUIT 302,020 +135,063 $80,319
     INTU302,020+135,063$80,319
THE CHARLES SCHWAB CORPORATI 1,889,179 +33,968 $79,024
     SCHW1,889,179+33,968$79,024
THERMO FISHER SCIENTIFIC INC 250,800 +33,207 $73,051
     TMO250,800+33,207$73,051
D R HORTON INC 1,384,103 -125,053 $72,956
     DHI1,384,103-125,053$72,956
HOST HOTELS & RESORTS INC 4,217,467 +399,013 $72,920
     HST4,217,467+399,013$72,920
CHOICE HOTELS INTL INC 804,180 -489,355 $71,540
     CHH804,180-489,355$71,540
MGM GROWTH PPTYS LLC 2,360,407 +621,687 $70,930
     MGP2,360,407+621,687$70,930
DESCARTES SYS GROUP INC 1,730,114 +688,742 $69,839
     DSGX1,730,114+688,742$69,839
HEALTHCARE TR AMER INC 2,342,800 -500,842 $68,831
     HTA2,342,800-500,842$68,831
MASTERCARD INC 253,395 +44,846 $68,814
     MA253,395+44,846$68,814
MICROSOFT CORP 482,207 -64,112 $67,041
     MSFT482,207-64,112$67,041
MIDDLEBY CORP 570,772 +199,421 $66,723
     MIDD570,772+199,421$66,723
EQUINIX INC 113,290 -37,658 $65,346
     EQIX113,290-37,658$65,346
PAGSEGURO DIGITAL LTD 1,352,331 -356,865 $62,626
     PAGS1,352,331-356,865$62,626
ANSYS INC 281,940 -101,371 $62,410
     ANSS281,940-101,371$62,410
WORKDAY INC 358,031 +206,705 $60,851
     WDAY358,031+206,705$60,851
WYNDHAM HOTELS & RESORTS INC 1,076,774 +447,460 $55,712
     WH1,076,774+447,460$55,712
INTERCONTINENTAL EXCHANGE IN (ICE) 575,943 +575,943 $53,142
     ICE575,943+575,943$53,142
PAYCHEX INC 630,106 +379,722 $52,154
     PAYX630,106+379,722$52,154
TAYLOR MORRISON HOME CORP 2,000,357 -746,668 $51,889
     TMHC2,000,357-746,668$51,889
BLACKBAUD INC 564,673 -117,329 $51,013
     BLKB564,673-117,329$51,013
CROWN HOLDINGS INC 768,679 -468,889 $50,779
     CCK768,679-468,889$50,779
CHURCH & DWIGHT INC 670,874 +201,173 $50,477
     CHD670,874+201,173$50,477
EQUIFAX INC 358,314 +144,365 $50,404
     EFX358,314+144,365$50,404
REALPAGE INC 798,204 -251,589 $50,175
     RP798,204-251,589$50,175
S&P GLOBAL INC 204,475 +34,921 $50,092
     SPGI204,475+34,921$50,092
MOODYS CORP 243,813 +72,318 $49,940
     MCO243,813+72,318$49,940
PAYLOCITY HLDG CORP 495,176 +128,360 $48,319
     PCTY495,176+128,360$48,319
STONECO LTD 1,359,715 -269,945 $47,291
     STNE1,359,715-269,945$47,291
CANADIAN PAC RY LTD 212,757 +103,565 $47,281
     CP212,757+103,565$47,281
TRI POINTE GROUP INC 3,116,914 -299,893 $46,878
     TPH3,116,914-299,893$46,878
GAMING & LEISURE PPTYS INC 1,202,719 +313,431 $45,992
     GLPI1,202,719+313,431$45,992
AVALONBAY CMNTYS INC 212,782 +64,847 $45,818
     AVB212,782+64,847$45,818
AMERICAN TOWER CORP NEW 206,766 +80,350 $45,722
     AMT206,766+80,350$45,722
AUTOMATIC DATA PROCESSING IN 279,385 +178,882 $45,098
     ADP279,385+178,882$45,098
ALIGN TECHNOLOGY INC 238,875 +133,697 $43,217
     ALGN238,875+133,697$43,217
ALPHABET INC 35,359 -9,433 $43,178
     GOOGL35,359-9,433$43,178

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 09/30/2019: $5,896,734
At 06/30/2019: $5,665,044

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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