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Institutional Investment Manager
Echo Street Capital Management LLC
Echo Street Capital Management LLC (CIK: 0001352342) incorporated in Delaware, located at 12 East 49th Street, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Portfolio Summary: 176 holdings with a total value of $2,368,445,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 AMERICAN TOWER CORP NEW 685,829 77,725,000 3.28%
2 SABRE CORP 2,378,911 67,038,000 2.83%
3 INTERXION HOLDING N.V 1,688,910 61,172,000 2.58%
4 CHOICE HOTELS INTL NEW 1,325,207 59,740,000 2.52%
5 SPIRIT RLTY CAP INC NEW 3,395,273 45,259,000 1.91%
6 FLEETCOR TECH 254,741 44,256,000 1.87%
7 EQUINIX 114,679 41,313,000 1.74%
8 STERICYCLE 514,865 41,261,000 1.74%
9 LKQ CORP 1,154,992 40,956,000 1.73%
10 LOWES COS INC 539,056 38,925,000 1.64%
11 VANTIV INC 603,225 33,943,000 1.43%
12 PREMIER INC CL A 1,027,399 33,226,000 1.40%
13 MEDNAX INC 487,000 32,264,000 1.36%
14 CROWN CASTLE 328,370 30,936,000 1.31%
15 COGNIZANT TECHNOLOGY SOLUTIO 624,096 29,776,000 1.26%
16 CARMAX 550,726 29,381,000 1.24%
17 DUN & BRADSTREET 209,971 28,686,000 1.21%
18 MIDDLEBY CORP 230,459 28,489,000 1.20%
19 IHS MARKIT LTD SHS 739,638 27,773,000 1.17%
20 GILDAN ACTIVEWEAR INC 986,303 27,567,000 1.16%
21 DENTSPLY SIRONA INC 461,136 27,405,000 1.16%
22 MEAD JOHNSON NUTRITION CO 342,542 27,064,000 1.14%
23 MONDELEZ INTL INC 599,429 26,315,000 1.11%
24 LIFE STORAGE INC COM 293,462 26,101,000 1.10%
25 PAYPAL HLDGS INC 634,318 25,988,000 1.10%
26 AMETEK 527,519 25,205,000 1.06%
27 ALLEGION PUB LTD CO 363,652 25,059,000 1.06%
28 PERKINELMER INC 444,378 24,934,000 1.05%
29 SEALED AIR CORP NEW 541,130 24,795,000 1.05%
30 FACTSET RESH SYS INC 147,832 23,964,000 1.01%
31 ESSEX PPTY TR INC 106,889 23,804,000 1.01%
32 CYRUSONE INC 497,012 23,643,000 1.00%
33 ZOETIS INC 453,178 23,570,000 1.00%
34 SS&C TECHNOLOGIES HLDGS INC 705,593 22,685,000 0.96%
35 GAMING & LEISURE PPTYS INC 660,510 22,094,000 0.93%
36 SBA COMMUNICATIONS CORPORATION 196,462 22,035,000 0.93%
37 EQUIFAX INC 162,941 21,929,000 0.93%
38 AMERICAN HOMES 4 RENT CL A 1,001,544 21,673,000 0.92%
39 STANDARD PAC CORP NEW 607,656 20,320,000 0.86%
40 THERMO FISHER SCIENTIFIC INC 125,188 19,912,000 0.84%
41 UNITED NATURAL FOODSINC 480,055 19,221,000 0.81%
42 RETAIL PPTYS AMER INC CL A 1,123,285 18,871,000 0.80%
43 WATSCO INC 127,976 18,032,000 0.76%
44 SILVER BAY RLTY TR CORP 1,020,847 17,895,000 0.76%
45 GROUPE CGI INC 373,428 17,786,000 0.75%
46 JB HUNT TRANSPORT 216,051 17,530,000 0.74%
47 MSC INDL DIRECT INC 234,221 17,194,000 0.73%
48 GENPACT LIMITED 711,646 17,044,000 0.72%
49 CORESITE RLTY CORP 224,147 16,596,000 0.70%
50 CERNER CORP 266,715 16,470,000 0.70%
Page 1 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-16-016401, filed 2016.11.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.