HoldingsChannel.com
Echo Street Capital Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
GRACE W R & CO DEL NEW 2,004,554 +181,770 $152,567
     GRA2,004,554+181,770$152,567
INTERXION HOLDING N.V 1,883,295 -36,325 $143,300
     INXN1,883,295-36,325$143,300
CHOICE HOTELS INTL INC 1,293,535 -673,530 $112,550
     CHH1,293,535-673,530$112,550
WEX INC 538,049 -32,014 $111,968
     WEX538,049-32,014$111,968
CROWN CASTLE INTL CORP NEW 804,080 -40,958 $104,812
     CCI804,080-40,958$104,812
SS&C TECHNOLOGIES HLDGS INC 1,770,345 +210,171 $101,990
     SSNC1,770,345+210,171$101,990
SPDR S&P 500 ETF TR (SPY) 347,255 +330,270 $101,746
     SPY347,255+330,270$101,746
AGILENT TECHNOLOGIES INC 1,357,261 +427,528 $101,347
     A1,357,261+427,528$101,347
AMERICAN HOMES 4 RENT 4,113,559 -194,163 $100,001
     AMH4,113,559-194,163$100,001
FLEETCOR TECHNOLOGIES INC 344,311 +74,444 $96,700
     FLT344,311+74,444$96,700
MEDIDATA SOLUTIONS INC 1,044,848 +471,628 $94,569
     MDSO1,044,848+471,628$94,569
PERKINELMER INC 900,694 +372,800 $86,773
     PKI900,694+372,800$86,773
PAYPAL HLDGS INC 694,115 +21,197 $79,448
     PYPL694,115+21,197$79,448
ANSYS INC 383,311 +85,377 $78,510
     ANSS383,311+85,377$78,510
HEALTHCARE TR AMER INC 2,843,642 +883,572 $78,001
     HTA2,843,642+883,572$78,001
EQUINIX INC 150,948 -24,554 $76,122
     EQIX150,948-24,554$76,122
IAC INTERACTIVECORP 349,422 +10,224 $76,010
     IAC349,422+10,224$76,010
CROWN HOLDINGS INC 1,237,568 -257,538 $75,615
     CCK1,237,568-257,538$75,615
THE CHARLES SCHWAB CORPORATI 1,855,211 +336,548 $74,561
     SCHW1,855,211+336,548$74,561
MICROSOFT CORP 546,319 +163,850 $73,185
     MSFT546,319+163,850$73,185
HOST HOTELS & RESORTS INC 3,818,454 +1,574,870 $69,572
     HST3,818,454+1,574,870$69,572
ZENDESK INC 774,523 +108,535 $68,956
     ZEN774,523+108,535$68,956
PAGSEGURO DIGITAL LTD 1,709,196 +135,884 $66,607
     PAGS1,709,196+135,884$66,607
D R HORTON INC 1,509,156 +103,312 $65,090
     DHI1,509,156+103,312$65,090
THERMO FISHER SCIENTIFIC INC 217,593 +51,457 $63,903
     TMO217,593+51,457$63,903
REALPAGE INC 1,049,793 +195,349 $61,780
     RP1,049,793+195,349$61,780
TAYLOR MORRISON HOME CORP 2,747,025 -87,466 $57,578
     TMHC2,747,025-87,466$57,578
BLACKBAUD INC 682,002 +61,971 $56,947
     BLKB682,002+61,971$56,947
MASTERCARD INC 208,549 +58,454 $55,167
     MA208,549+58,454$55,167
MGM GROWTH PPTYS LLC 1,738,720 +356,904 $53,292
     MGP1,738,720+356,904$53,292
MIDDLEBY CORP 371,351 +8,301 $50,392
     MIDD371,351+8,301$50,392
GLOBAL PMTS INC 308,699 -130,160 $49,432
     GPN308,699-130,160$49,432
ALPHABET INC 44,792 +11,591 $48,501
     GOOGL44,792+11,591$48,501
STONECO LTD 1,629,660 +1,150,301 $48,205
     STNE1,629,660+1,150,301$48,205
DANAHER CORPORATION 311,207 +50,164 $44,478
     DHR311,207+50,164$44,478
LOWES COS INC 439,022 +86,555 $44,302
     LOW439,022+86,555$44,302
INTUIT 166,957 +80,468 $43,631
     INTU166,957+80,468$43,631
BOOKING HLDGS INC 23,150 -123 $43,400
     BKNG23,150-123$43,400
IHS MARKIT LTD 660,729 -393,268 $42,102
     INFO660,729-393,268$42,102
DOCUSIGN INC 828,620 +268,623 $41,191
     DOCU828,620+268,623$41,191
TRI POINTE GROUP INC 3,416,807 +3,416,807 $40,899
     TPH3,416,807+3,416,807$40,899
LIFE STORAGE INC 428,620 +156,414 $40,753
     LSI428,620+156,414$40,753
SERVICENOW INC 148,119 +9,879 $40,669
     NOW148,119+9,879$40,669
WORLDPAY INC 325,577 +16,890 $39,899
     WP325,577+16,890$39,899
HIGHWOODS PPTYS INC 944,078 +308,764 $38,990
     HIW944,078+308,764$38,990
VISA INC 223,470 +30,773 $38,783
     V223,470+30,773$38,783
S&P GLOBAL INC 169,554 -96,697 $38,623
     SPGI169,554-96,697$38,623
DESCARTES SYS GROUP INC 1,041,372 +629,283 $38,528
     DSGX1,041,372+629,283$38,528
SUN CMNTYS INC 299,206 +6,010 $38,355
     SUI299,206+6,010$38,355
VICI PPTYS INC 1,734,982 -24,674 $38,239
     VICI1,734,982-24,674$38,239

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 06/30/2019: $5,665,044
At 03/31/2019: $5,098,965

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.