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13F-HR filed by Echo Street Capital Management LLC

Echo Street Capital Management LLC filed this 13F-HR for the quarter ended 2018-12-31, filed 2019-02-14, with 169 holding rows worth $3,961,126,000.

Accession
0000919574-19-001224
Filed
2019-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2018

A holdings report, 169 entries on the cover page, a total value of $3,961,126,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,961,126,000 with VALUE read as thousands by filing date, 13F file number 028-11835. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
INTERXION HOLDING N.VN47279109SHS2,461,385$133,309,000thousands by filing date
GRACE W R & CO DEL NEW COM38388F108Stock1,767,462$114,726,000thousands by filing date
CHOICE HOTELS INTL INC169905106COM1,525,171$109,172,000thousands by filing date
AMERICAN HOMES 4 RENT02665T306CL A4,721,327$93,718,000thousands by filing date
CROWN CASTLE INC COM22822V101REIT757,965$82,338,000thousands by filing date
SS&C TECH HLDGS COM78467J100Stock1,768,597$79,781,000thousands by filing date
SPY78462F103SHS318,533$79,608,000thousands by filing date
FLEETCOR TECHNOLOGIES INC339041105COM375,631$69,762,000thousands by filing date
EBAY INC. COM278642103Stock2,389,741$67,080,000thousands by filing date
AGILENT TECHNOLOGIES INC COM00846U101Stock974,360$65,730,000thousands by filing date
PAYPALHLDGSINC70450Y103STOK722,069$60,719,000thousands by filing date
GLOBAL PMTS INC37940X102COM568,830$58,663,000thousands by filing date
REALPAGE INC75606N109COM1,199,754$57,816,000thousands by filing date
Charles Schwab Corp808513105COM1,358,031$56,399,000thousands by filing date
Thermo Fisher Scientific Inc.883556102COM249,024$55,729,000thousands by filing date
CROWN HLDGS INC COM228368106Stock1,311,899$54,536,000thousands by filing date
Microsoft Corp594918104COM510,437$51,845,000thousands by filing date
EQUINIX INC COM29444U700REIT145,095$51,155,000thousands by filing date
Mondelez International,Inc. Class A609207105COM1,180,794$47,267,000thousands by filing date
WASTE CONNECTIONS INC COM94106B101Stock633,194$47,015,000thousands by filing date
OUTFRONT MEDIA INC69007J106COM2,584,430$46,830,000thousands by filing date
MIDDLEBYCORP596278101STOK452,142$46,449,000thousands by filing date
HUNT J B TRANS SVCS INC COM445658107Stock498,187$46,351,000thousands by filing date
ANSYS INC COM03662Q105COM318,544$45,533,000thousands by filing date
ARAMARK COM03852U106Stock1,534,313$44,449,000thousands by filing date
MERITAGE HOMES CORP COM59001A102Stock1,167,287$42,863,000thousands by filing date
S&P Global,Inc.78409V104COM231,001$39,256,000thousands by filing date
SUN CMNTYS INC COM866674104REIT385,711$39,231,000thousands by filing date
SPIRIT RLTY CAP INC NEW NPV84860W300COM NEW1,111,879$39,194,000thousands by filing date
AVERY DENNISON CORP COM053611109Stock425,585$38,230,000thousands by filing date
COGNIZANT TECHNOLOGY SOLUTIONS CL A192446102Stock592,621$37,620,000thousands by filing date
TAYLOR MORRISON HOME CORP COM87724P106Stock2,349,209$37,352,000thousands by filing date
REVVITY INC714046109COM447,296$35,135,000thousands by filing date
ALEXANDRIA REAL ESTATE EQ INC COM015271109REIT298,994$34,456,000thousands by filing date
COSTAR GROUP INC COM22160N109Stock100,905$34,039,000thousands by filing date
IHS MARKIT LTDG47567105SHS702,344$33,691,000thousands by filing date
MGM GROWTH PPTYS LLC55303A105CL A COM1,233,557$32,578,000thousands by filing date
MOODYS CORP COM615369105Stock225,140$31,529,000thousands by filing date
TRANSUNION COM89400J107Stock551,642$31,333,000thousands by filing date
Visa Inc92826C839COM235,711$31,100,000thousands by filing date
MasterCard, Inc57636Q104COM163,896$30,919,000thousands by filing date
PAYLOCITY HLDG CORP COM70438V106Stock505,363$30,428,000thousands by filing date
GAMING & LEISURE P COM36467J108REIT940,523$30,388,000thousands by filing date
HEALTHCARE42225P501CL A NEW1,182,586$29,931,000thousands by filing date
ZENDESK INC98936J101COM510,042$29,771,000thousands by filing date
Waste Management, Inc.94106L109COM331,641$29,513,000thousands by filing date
ALTABA INC021346101COM496,105$28,744,000thousands by filing date
WORLDPAY INC981558109CL A375,603$28,707,000thousands by filing date
Prologis,Inc.74340W103COM488,525$28,686,000thousands by filing date
WYNDHAM HOTELS & RESORTS INC98311A105COM630,548$28,608,000thousands by filing date
CORELOGIC INC21871D103COM851,050$28,442,000thousands by filing date
THE ULTIMATE SOFTWARE GROUP IN90385D107COM114,821$28,116,000thousands by filing date
VICI PPTYS INC COM925652109REIT1,488,410$27,952,000thousands by filing date
ESSENTIAL PPTYS RLTY TR INC COM29670E107REIT1,904,338$26,356,000thousands by filing date
Goldman Sachs Group,Inc.38141G104COM154,798$25,859,000thousands by filing date
MONSTER BEVERAGE CORP NEW COM61174X109Stock516,038$25,399,000thousands by filing date
MEDIDATE SOLUTIONS INC58471A105COM374,567$25,253,000thousands by filing date
PAGSEGURO DIGITAL LTDG68707101COM CL A1,334,889$25,002,000thousands by filing date
BEMIS INC081437105COM541,549$24,857,000thousands by filing date
Salesforce.com, Inc79466L302COM181,310$24,834,000thousands by filing date
WEX INC96208T104COM170,948$23,943,000thousands by filing date
HIGHWOODS PPTYS INC COM431284108REIT610,887$23,635,000thousands by filing date
Alphabet Inc. Reg. Shares A02079K305COM22,486$23,497,000thousands by filing date
FACTSET RESH SYS INC COM303075105Stock114,119$22,839,000thousands by filing date
Danaher Corporation235851102COM219,535$22,638,000thousands by filing date
ENVESTNET INC29404K106COM455,900$22,426,000thousands by filing date
DOCUSIGN INC COM256163106Stock545,716$21,872,000thousands by filing date
CUBESMART COM229663109REIT738,111$21,176,000thousands by filing date
STRATEGY INC CL A NEW594972408Stock151,882$19,403,000thousands by filing date
EXTENDED STAY AMER INC30224P200UNIT 99/99/9999B1,240,831$19,233,000thousands by filing date
WEINGARTEN RLTY INVS948741103SH BEN INT773,934$19,201,000thousands by filing date
CHURCHILL CAP CORP17142R103COM CL A1,973,240$18,844,000thousands by filing date
CERNER CORP156782104COM357,800$18,763,000thousands by filing date
CANADIANNATLRYCOF136375102STOK251,831$18,663,000thousands by filing date
EQUIFAX INC COM294429105Stock198,356$18,473,000thousands by filing date
AVALONBAY CMNTYS INC COM053484101REIT105,270$18,322,000thousands by filing date
IAC INTERACTIVECORP44919P508COM97,017$17,758,000thousands by filing date
ServiceNow,Inc.81762P102COM98,189$17,483,000thousands by filing date
Amazon.com, Inc023135106COM11,614$17,444,000thousands by filing date
ALIGN TECHNOLOGY INC COM016255101Stock80,448$16,848,000thousands by filing date
CHURCH & DWIGHT CO INC COM171340102Stock237,715$15,632,000thousands by filing date
UNIFIRST CORP MASS904708104COM108,140$15,472,000thousands by filing date
American Tower Corporation03027X100COM97,441$15,414,000thousands by filing date
ELLIE MAE INC28849P100COM245,054$15,397,000thousands by filing date
CANADIAN PACIFIC RAILWAYS13645T100COM85,404$15,169,000thousands by filing date
DESCARTES SYS GROUP INC COM249906108Stock568,676$15,047,000thousands by filing date
D R HORTON INC COM23331A109Stock426,398$14,779,000thousands by filing date
SENSIENT TECHNOLOGIES CORP81725T100COM252,855$14,122,000thousands by filing date
DIGITAL RLTY TR INC COM253868103REIT131,741$14,037,000thousands by filing date
FEDEX CORP COM31428X106Stock86,299$13,923,000thousands by filing date
FORTIVE CORP COM34959J108Stock202,334$13,690,000thousands by filing date
ZOETIS INC CL A98978V103Stock157,138$13,442,000thousands by filing date
CERIDIAN HCM HLDG INC15677J108COM383,921$13,241,000thousands by filing date
Intuit Inc.461202103COM65,921$12,977,000thousands by filing date
WORKDAY INC CL A98138H101Stock79,500$12,695,000thousands by filing date
TOTAL SYS SVCS INC891906109COM155,614$12,650,000thousands by filing date
CENTRAL GARDEN & PET CO153527205CL A NON-VTG403,219$12,601,000thousands by filing date
WEYERHAEUSER CO COM NEW962166104REIT558,284$12,204,000thousands by filing date
COPART INC COM217204106Stock251,591$12,021,000thousands by filing date
VERISK ANALYTICS INC COM92345Y106Stock108,984$11,884,000thousands by filing date
AMERICAN CAMPUS COMMUNITIES024835100COM274,695$11,370,000thousands by filing date
PAYCHEX INC704326107COM174,267$11,353,000thousands by filing date
PepsiCo,Inc.713448108COM101,719$11,238,000thousands by filing date
OREILLY AUTOMOTIVE INC COM67103H107Stock32,562$11,212,000thousands by filing date
FISERV INC337738108COM152,514$11,208,000thousands by filing date
STERIS PLCG84720104SHS USD104,634$11,180,000thousands by filing date
STONECO LTDG85158106COM CL A599,547$11,056,000thousands by filing date
BLACK KNIGHT INC COM09215C105Stock239,742$10,803,000thousands by filing date
LAUDER ESTEE COS INC CL A518439104Stock82,619$10,749,000thousands by filing date
HYATT HOTELS CORP COM CL A448579102Stock157,979$10,679,000thousands by filing date
Lowes Companies,Inc.548661107COM114,954$10,617,000thousands by filing date
EVEREST GROUP LTD COMG3223R108Stock48,480$10,557,000thousands by filing date
Procter & Gamble Co742718109COM114,530$10,528,000thousands by filing date
FEDERAL REALTY INVESTMENT TRUS313747206SH BEN INT NEW85,917$10,142,000thousands by filing date
AIR PRODS & CHEMS INC009158106COM62,555$10,012,000thousands by filing date
WATERS CORP COM941848103Stock51,581$9,731,000thousands by filing date
REGENCY CTRS CORP COM758849103REIT164,172$9,634,000thousands by filing date
HENRY JACK & ASSOC INC426281101COM73,621$9,315,000thousands by filing date
MACERICH CO554382101COM215,074$9,308,000thousands by filing date
SUNSTONE HOTEL INVS INC NEW867892101COM705,998$9,185,000thousands by filing date
LIBERTY TRIPADVISOR HLDGS IN531465102COM SER A577,391$9,175,000thousands by filing date
Automatic Data Processing,Inc.053015103COM69,264$9,082,000thousands by filing date
MSCI INC COM55354G100Stock60,278$8,887,000thousands by filing date
HOST HOTELS & RESORTS INC COM44107P104REIT519,742$8,664,000thousands by filing date
GENPACT LIMITED SHSG3922B107Stock319,470$8,622,000thousands by filing date
CMS ENERGY CORP COM125896100Stock171,641$8,522,000thousands by filing date
COLGATE PALMOLIVE CO COM194162103Stock142,701$8,494,000thousands by filing date
INSTRUCTURE INC45781U103COM226,059$8,479,000thousands by filing date
COCA-COLA EUROPACIFIC PARTNERS SHSG25839104Stock183,646$8,420,000thousands by filing date
PEBBLEBROOK HOTEL TR70509V100COM297,013$8,408,000thousands by filing date
STORE CAP CORP862121100COM294,710$8,343,000thousands by filing date
ALLEGION PLCG0176J109ORD SHS104,490$8,329,000thousands by filing date
MARKELGROUPINC570535104STOK7,613$7,903,000thousands by filing date
Berkshire Hathaway Inc084670702COM38,542$7,870,000thousands by filing date
APPFOLIO INC03783C100COM CL A130,335$7,718,000thousands by filing date
ROPER TECHNOLOGIES INC COM776696106Stock28,874$7,695,000thousands by filing date
POOL CORP COM73278L105Stock51,598$7,670,000thousands by filing date
ASPEN TECHNOLOGY INC045327103COM92,302$7,585,000thousands by filing date
TANGER INC875465106COM373,212$7,546,000thousands by filing date
FINTECH ACQUISITION CORP III31811A309UNIT 12/01/2023741,976$7,420,000thousands by filing date
OLD DOMINION FREIGHT LINE INC COM679580100Stock59,486$7,346,000thousands by filing date
VEEVA SYS INC CL A COM922475108Stock81,995$7,324,000thousands by filing date
FIRST INDL RLTY TR INC COM32054K103REIT245,825$7,095,000thousands by filing date
XENIA HOTELS & RESORTS INC COM984017103REIT405,083$6,967,000thousands by filing date
COLLIER CREEK HOLDINGSG22707122UNIT 99/99/9999692,475$6,925,000thousands by filing date
ATMOS ENERGY CORP COM049560105Stock74,318$6,891,000thousands by filing date
HCP INC40414L109COM239,261$6,683,000thousands by filing date
DIAMONDROCK HOSPITALITY CO252784301COM723,266$6,567,000thousands by filing date
DUKE REALTY CORP264411505COM NEW249,117$6,452,000thousands by filing date
SWITCH INC87105L104CL A906,145$6,343,000thousands by filing date
DESPEGAR COM CORPG27358103ORD SHS504,095$6,256,000thousands by filing date
POTLATCHDELTIC CORPORATION737630103COM190,714$6,034,000thousands by filing date
LKQ CORP COM501889208Stock246,624$5,852,000thousands by filing date
AMDOCS LTDG02602103SHS95,470$5,593,000thousands by filing date
IDEXX LABS INC COM45168D104Stock26,657$4,959,000thousands by filing date
LIBERTY PROPERTY TRUST531172104SH BEN INT116,450$4,877,000thousands by filing date
PAYCOMSOFTWAREINC70432V102STOK39,808$4,874,000thousands by filing date
EPR PPTYS COM SH BEN INT26884U109REIT75,785$4,853,000thousands by filing date
TATTOOED CHEF INC CL A34986F103Stock496,650$4,793,000thousands by filing date
BLACKBAUD INC COM09227Q100Stock74,751$4,702,000thousands by filing date
LIBERTY EXPEDIA HLDGS INC53046P109SER A COM118,112$4,619,000thousands by filing date
ENSCO PLCG3157S106SHS CLASS A1,187,743$4,228,000thousands by filing date
SMITH A O CORP COM831865209Stock94,379$4,030,000thousands by filing date
ANGI INC CLASS A00183L102CL A207,533$3,335,000thousands by filing date
SPIRIT MTA REIT84861U105COM SHS BEN IN391,893$2,794,000thousands by filing date
PS BUSINESS PKS INC CALIF69360J107COM20,598$2,698,000thousands by filing date
ARYA SCIENCES ACQUISITION COG3165V117UNIT 10/04/2023197,850$2,046,000thousands by filing date
CHURCHILL CAP CORP17142R111*W EXP 09/11/2021,000,000$845,000thousands by filing datecall
FORUM MERGER II CORP34986F111W EXP 09/30/202504,137$226,000thousands by filing datecall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000919574-19-001224this filing2019-02-14acceptance time not in the bulk data set