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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 2019-12-31, filed 2020-02-14, with 194 holding rows worth $6,490,340,000.

Accession
0000919574-20-001421
Filed
2020-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2019

A holdings report, 194 entries on the cover page, a total value of $6,490,340,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $6,490,340,000 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
SPY78462F103SHS464,688$149,564,000thousands by filing date
FIDELITY NATL INFORMATION SVCS COM31620M106Stock934,644$130,000,000thousands by filing date
MasterCard, Inc57636Q104COM419,506$125,260,000thousands by filing date
CROWN CASTLE INC COM22822V101REIT863,715$122,777,000thousands by filing date
Intuit Inc.461202103COM417,923$109,467,000thousands by filing date
ZENDESK INC98936J101COM1,420,888$108,883,000thousands by filing date
WEX INC96208T104COM510,471$106,923,000thousands by filing date
EQUINIX INC COM29444U700REIT179,508$104,779,000thousands by filing date
GRACE W R & CO DEL NEW COM38388F108Stock1,442,412$100,752,000thousands by filing date
AGILENT TECHNOLOGIES INC COM00846U101Stock1,134,987$96,826,000thousands by filing date
SS&C TECH HLDGS COM78467J100Stock1,574,054$96,647,000thousands by filing date
FLEETCOR TECHNOLOGIES INC339041105COM332,466$95,657,000thousands by filing date
CARNIVAL CORP COMMON STOCK143658300Stock1,757,293$89,323,000thousands by filing date
EQUIFAX INC COM294429105Stock592,460$83,015,000thousands by filing date
MGM GROWTH PPTYS LLC55303A105CL A COM2,660,235$82,387,000thousands by filing date
Visa Inc92826C839COM429,503$80,704,000thousands by filing date
GLOBAL PMTS INC37940X102COM429,297$78,372,000thousands by filing date
REALPAGE INC75606N109COM1,442,317$77,525,000thousands by filing date
AMERICAN HOMES 4 RENT02665T306CL A2,899,997$76,009,000thousands by filing date
CUBESMART COM229663109REIT2,397,446$75,472,000thousands by filing date
Intercontinental Exchange,Inc.45866F104COM798,665$73,916,000thousands by filing date
HOST HOTELS & RESORTS INC COM44107P104REIT3,937,885$73,048,000thousands by filing date
D R HORTON INC COM23331A109Stock1,347,235$71,067,000thousands by filing date
REVVITY INC714046109COM720,541$69,965,000thousands by filing date
Goldman Sachs Group,Inc.38141G104COM303,789$69,850,000thousands by filing date
PAGSEGURO DIGITAL LTDG68707101COM CL A1,965,378$67,137,000thousands by filing date
CERIDIAN HCM HLDG INC15677J108COM984,431$66,823,000thousands by filing date
INTERXION HOLDING N.VN47279109SHS785,351$65,820,000thousands by filing date
BLACKBAUD INC COM09227Q100Stock808,884$64,387,000thousands by filing date
MIDDLEBYCORP596278101STOK575,539$63,033,000thousands by filing date
Thermo Fisher Scientific Inc.883556102COM193,840$62,973,000thousands by filing date
AVALONBAY CMNTYS INC COM053484101REIT299,636$62,834,000thousands by filing date
S&P Global,Inc.78409V104COM223,452$61,014,000thousands by filing date
PAYPALHLDGSINC70450Y103STOK557,662$60,322,000thousands by filing date
DESCARTES SYS GROUP INC COM249906108Stock1,388,686$59,355,000thousands by filing date
TAYLOR MORRISON HOME CORP COM87724P106Stock2,619,460$57,261,000thousands by filing date
WORKDAY INC CL A98138H101Stock343,287$56,454,000thousands by filing date
PAYCHEX INC704326107COM649,008$55,205,000thousands by filing date
Microsoft Corp594918104COM342,359$53,990,000thousands by filing date
MOODYS CORP COM615369105Stock224,394$53,273,000thousands by filing date
HEALTHEQUITY INC COM42226A107Stock718,100$53,190,000thousands by filing date
TRI POINTE HOMES INC87265H109COM3,365,640$52,437,000thousands by filing date
CHOICE HOTELS INTL INC169905106COM500,047$51,720,000thousands by filing date
Salesforce.com, Inc79466L302COM313,792$51,035,000thousands by filing date
Danaher Corporation235851102COM317,300$48,699,000thousands by filing date
GALLAGHER ARTHUR J & CO COM363576109Stock510,952$48,658,000thousands by filing date
Automatic Data Processing,Inc.053015103COM283,845$48,396,000thousands by filing date
Alphabet Inc. Reg. Shares A02079K305COM35,964$48,170,000thousands by filing date
Mondelez International,Inc. Class A609207105COM862,865$47,527,000thousands by filing date
TOLL BROTHERS INC COM889478103Stock1,165,290$46,041,000thousands by filing date
PAYCOMSOFTWAREINC70432V102STOK173,867$46,033,000thousands by filing date
PAYLOCITY HLDG CORP COM70438V106Stock380,021$45,914,000thousands by filing date
Lowes Companies,Inc.548661107COM370,949$44,425,000thousands by filing date
APPFOLIO INC03783C100COM CL A401,822$44,180,000thousands by filing date
ANSYS INC COM03662Q105COM170,160$43,801,000thousands by filing date
CANADIANNATLRYCOF136375102STOK477,186$43,169,000thousands by filing date
ANGI INC CLASS A00183L102CL A5,000,668$42,356,000thousands by filing date
VERISK ANALYTICS INC COM92345Y106Stock276,452$41,285,000thousands by filing date
ARAMARK COM03852U106Stock921,718$40,003,000thousands by filing date
IHS MARKIT LTDG47567105SHS528,223$39,802,000thousands by filing date
AIR PRODS & CHEMS INC009158106COM169,002$39,714,000thousands by filing date
AUTODESK INC COM052769106Stock211,432$38,789,000thousands by filing date
American Tower Corporation03027X100COM167,148$38,414,000thousands by filing date
CHURCH & DWIGHT CO INC COM171340102Stock543,779$38,249,000thousands by filing date
COCA-COLA EUROPACIFIC PARTNERS SHSG25839104Stock745,010$37,906,000thousands by filing date
VEEVA SYS INC CL A COM922475108Stock267,784$37,666,000thousands by filing date
ASPEN TECHNOLOGY INC045327103COM307,652$37,204,000thousands by filing date
Berkshire Hathaway Inc084670702COM163,773$37,095,000thousands by filing date
TRANSUNION COM89400J107Stock429,337$36,756,000thousands by filing date
COPART INC COM217204106Stock403,780$36,720,000thousands by filing date
NNN REIT INC COM637417106REIT663,347$35,569,000thousands by filing date
ZOETIS INC CL A98978V103Stock266,593$35,284,000thousands by filing date
ROPER TECHNOLOGIES INC COM776696106Stock97,245$34,447,000thousands by filing date
MSCI INC COM55354G100Stock132,368$34,175,000thousands by filing date
MONSTER BEVERAGE CORP NEW COM61174X109Stock533,987$33,935,000thousands by filing date
LKQ CORP COM501889208Stock930,578$33,222,000thousands by filing date
STONECO LTDG85158106COM CL A830,389$33,124,000thousands by filing date
EXTENDED STAY AMER INC30224P200UNIT 99/99/9999B2,214,754$32,911,000thousands by filing date
ServiceNow,Inc.81762P102COM114,782$32,405,000thousands by filing date
FISERV INC337738108COM273,604$31,637,000thousands by filing date
ALIGN TECHNOLOGY INC COM016255101Stock111,776$31,190,000thousands by filing date
BLACK KNIGHT INC COM09215C105Stock479,804$30,938,000thousands by filing date
SUNSTONE HOTEL INVS INC NEW867892101COM2,220,881$30,915,000thousands by filing date
VENTAS INC COM92276F100REIT528,156$30,496,000thousands by filing date
DOCUSIGN INC COM256163106Stock391,037$28,980,000thousands by filing date
HEALTHCARE42225P501CL A NEW955,516$28,933,000thousands by filing date
CROWN HLDGS INC COM228368106Stock395,814$28,712,000thousands by filing date
SPIRIT RLTY CAP INC NEW NPV84860W300COM NEW583,630$28,703,000thousands by filing date
Duke Energy Corporation26441C204COM314,152$28,654,000thousands by filing date
LIFE STORAGE INC53223X107COM264,048$28,591,000thousands by filing date
MERCADOLIBREINC58733R102STOK49,657$28,401,000thousands by filing date
OUTFRONT MEDIA INC69007J106COM1,051,540$28,202,000thousands by filing date
CANADIAN PACIFIC RAILWAYS13645T100COM109,366$27,881,000thousands by filing date
Vanguard Real Estate922908553SHS300,192$27,855,000thousands by filing date
COSTAR GROUP INC COM22160N109Stock45,581$27,271,000thousands by filing date
WYNDHAM HOTELS & RESORTS INC98311A105COM432,407$27,159,000thousands by filing date
INTERNATIONAL FLAVORS&FRAGRANC COM459506101Stock209,556$27,037,000thousands by filing date
LENNAR CORP CL A526057104Stock483,033$26,948,000thousands by filing date
AXALTA COATING SYS LTD COMG0750C108Stock860,960$26,173,000thousands by filing date
GAMING & LEISURE P COM36467J108REIT599,604$25,813,000thousands by filing date
SABRE CORP COM78573M104Stock1,096,107$24,597,000thousands by filing date
AMERICAN CAMPUS COMMUNITIES024835100COM520,736$24,490,000thousands by filing date
STERIS PLC SHS USDG8473T100Stock157,473$24,002,000thousands by filing date
LINDE PLCG5494J103SHS109,282$23,266,000thousands by filing date
HEALTHPEAK PROPERTIES INC COM42250P103REIT674,041$23,234,000thousands by filing date
BALL CORP058498106COM359,248$23,233,000thousands by filing date
FACTSET RESH SYS INC COM303075105Stock85,055$22,820,000thousands by filing date
POOL CORP COM73278L105Stock106,449$22,608,000thousands by filing date
UNIFIRST CORP MASS904708104COM110,058$22,230,000thousands by filing date
WASTE CONNECTIONS INC COM94106B101Stock236,440$21,466,000thousands by filing date
EVEREST GROUP LTD COMG3223R108Stock77,195$21,371,000thousands by filing date
IQVIA HLDGS INC COM46266C105Stock135,987$21,011,000thousands by filing date
OLD DOMINION FREIGHT LINE INC COM679580100Stock110,571$20,984,000thousands by filing date
HENRY JACK & ASSOC INC426281101COM141,149$20,561,000thousands by filing date
PEBBLEBROOK HOTEL TR70509V100COM743,443$19,932,000thousands by filing date
ESSEX PPTY TR INC COM297178105REIT64,219$19,321,000thousands by filing date
BENEFITFOCUS INC08180DAB2BOND21,836,000$19,049,000thousands by filing dateprincipal
EQUITY RESIDENTIAL29476L107SH BEN INT234,064$18,940,000thousands by filing date
APARTMENT INVT & MGMT CO03748R754CL A357,929$18,487,000thousands by filing date
AMDOCS LTDG02602103SHS250,131$18,057,000thousands by filing date
HEICO CORP NEW422806208CL A190,569$17,062,000thousands by filing date
KORN FERRY COM NEW500643200Stock399,724$16,948,000thousands by filing date
UDR INC COM902653104REIT356,221$16,636,000thousands by filing date
PUBLIC STORAGE COM74460D109REIT78,114$16,635,000thousands by filing date
BROWN FORMAN CORP115637100CL A252,767$15,866,000thousands by filing date
CORELOGIC INC21871D103COM359,459$15,712,000thousands by filing date
DIAMONDROCK HOSPITALITY CO252784301COM1,387,016$15,368,000thousands by filing date
PepsiCo,Inc.713448108COM110,835$15,148,000thousands by filing date
VICI PPTYS INC COM925652109REIT591,351$15,109,000thousands by filing date
LENNAR CORP CL B526057302Stock334,362$14,946,000thousands by filing date
INVITATION HOMES INC COM46187W107REIT498,172$14,930,000thousands by filing date
AON PLCG0408V102SHS CL A71,655$14,925,000thousands by filing date
ATMOS ENERGY CORP COM049560105Stock123,736$13,841,000thousands by filing date
FOUR CORNERS PPTY TR INC35086T109COM475,052$13,392,000thousands by filing date
LAMAR ADVERTISING CO CL A512816109REIT143,467$12,806,000thousands by filing date
KIMBERLY-CLARK CORP COM494368103Stock93,025$12,796,000thousands by filing date
GENPACT LIMITED SHSG3922B107Stock295,455$12,459,000thousands by filing date
WEINGARTEN RLTY INVS948741103SH BEN INT390,866$12,211,000thousands by filing date
CONSOLIDATED EDISON INC209115104COM133,044$12,036,000thousands by filing date
OREILLY AUTOMOTIVE INC COM67103H107Stock27,020$11,842,000thousands by filing date
CYRUSONE INC23283R100COM165,882$10,854,000thousands by filing date
DIAMOND EAGLE ACQUISITION CO25258L109COM CL A1,000,000$10,700,000thousands by filing date
UNDER ARMOUR INC904311206CL C553,476$10,616,000thousands by filing date
ZUORA INC98983V106COMMON STOCK713,707$10,227,000thousands by filing date
WATERS CORP COM941848103Stock40,763$9,524,000thousands by filing date
3M CO COM88579Y101Stock53,800$9,491,000thousands by filing date
EVO PMTS INC26927E104CL A COM359,331$9,490,000thousands by filing date
CMS ENERGY CORP COM125896100Stock147,402$9,263,000thousands by filing date
MARKELGROUPINC570535104STOK7,792$8,908,000thousands by filing date
PHREESIA INC71944F106COM320,936$8,550,000thousands by filing date
PARK HOTELS & RESORTS INC COM700517105REIT320,221$8,284,000thousands by filing date
AMCOR PLCG0250X107ORD759,105$8,229,000thousands by filing date
SVMK INC78489X103COM460,301$8,226,000thousands by filing date
COLGATE PALMOLIVE CO COM194162103Stock115,954$7,982,000thousands by filing date
Coca-Cola Company191216100COM141,763$7,847,000thousands by filing date
FINTECH ACQUISITION CORP V CLA31811A101COM766,603$7,766,000thousands by filing date
NORFOLK SOUTHN CORP COM655844108Stock39,564$7,681,000thousands by filing date
SPS COMM INC COM78463M107Stock138,507$7,676,000thousands by filing date
PPG INDS INC COM693506107Stock56,610$7,557,000thousands by filing date
COLLIER CREEK HOLDINGSG22707122UNIT 99/99/9999692,475$7,444,000thousands by filing date
SOUTH MTN MERGER CORP838884104COM CL A750,000$7,403,000thousands by filing date
ROLLINS INC COM775711104Stock222,760$7,387,000thousands by filing date
VERISIGN INC COM92343E102Stock37,483$7,222,000thousands by filing date
PS BUSINESS PKS INC CALIF69360J107COM42,636$7,029,000thousands by filing date
BENEFITFOCUS INC08180D106COM311,945$6,844,000thousands by filing date
Marsh & McLennan Companies,Inc.571748102COM56,559$6,301,000thousands by filing date
GORES METROPOULOS INC382872109COM CL A600,000$6,120,000thousands by filing date
APEX TECHNOLOGY ACQUISITION03768F201UNIT 06/11/2026500,000$5,240,000thousands by filing date
SC HEALTH CORPG78516302UNIT 99/99/9999500,000$5,185,000thousands by filing date
SKILLSOFT CORP CL A17143G106Stock500,000$5,163,000thousands by filing date
JUNIPER INDL HLDGS INC48205G205UNIT 11/13/2026500,000$5,100,000thousands by filing date
OAKTREE ACQUISITION CORPG67145121UNIT 99/99/9999500,000$5,100,000thousands by filing date
TATTOOED CHEF INC CL A34986F103Stock496,650$5,071,000thousands by filing date
TORTOISE ACQUISITION CORP89154L100CL A500,000$4,995,000thousands by filing date
LANDCADIA HLDGS II INC51476X105CL A500,000$4,935,000thousands by filing date
FINSERV ACQUISITION CORP318085206UNIT 12/31/2026400,000$4,092,000thousands by filing date
CHP MERGER CORP12558Y205UNIT 11/22/2024400,000$4,068,000thousands by filing date
BILL HOLDINGS INC090043100COM106,494$4,052,000thousands by filing date
EVENTBRITE INC29975E109COM CL A189,544$3,823,000thousands by filing date
CONYERS PK II ACQUISITION CO212896203UNIT 99/99/9999300,000$3,264,000thousands by filing date
HUBSPOTINC443573100STOK20,219$3,205,000thousands by filing date
SUN CMNTYS INC COM866674104REIT19,848$2,979,000thousands by filing date
ORASURE TECHNOLOGIES INC68554V108COM314,174$2,523,000thousands by filing date
ARYA SCIENCES ACQUISITION COG3165V117UNIT 10/04/2023197,850$2,275,000thousands by filing date
Procter & Gamble Co742718109COM14,922$1,864,000thousands by filing date
CLOROX CO DEL189054109COM5,382$826,000thousands by filing date
DIAMOND EAGLE ACQUISITION CO25258L109COM CL A333,333$800,000thousands by filing datecall
FINTECH ACQUISITION CORP V CLA31811A101COM370,988$508,000thousands by filing datecall
SOUTH MTN MERGER CORP838884104COM CL A375,000$337,000thousands by filing datecall
GORES METROPOULOS INC382872109COM CL A200,000$300,000thousands by filing datecall
SKILLSOFT CORP CL A17143G106Stock166,666$237,000thousands by filing datecall
TATTOOED CHEF INC CL A34986F103Stock498,537$229,000thousands by filing datecall
LANDCADIA HLDGS II INC51476X105CL A166,666$120,000thousands by filing datecall
TORTOISE ACQUISITION CORP89154L100CL A249,999$117,000thousands by filing datecall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000919574-20-001421this filing2020-02-14acceptance time not in the bulk data set