13F-HR filed by Echo Street Capital Management LLC
Echo Street Capital Management LLC filed this 13F-HR for the quarter ended 2020-03-31, filed 2020-05-15, with 172 holding rows worth $4,646,081,000.
- Accession
- 0000919574-20-003526
- Filer
- CIK 1352342
- Filed
- 2020-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2020
A holdings report, 172 entries on the cover page, a total value of $4,646,081,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,646,081,000 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 883,841 | $107,510,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 642,896 | $101,391,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 1,034,015 | $98,997,000 | thousands by filing date | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 679,967 | $98,187,000 | thousands by filing date | |
| ZENDESK INC | 98936J101 | COM | 1,414,787 | $90,561,000 | thousands by filing date | |
| EQUINIX INC COM | 29444U700 | REIT | 144,765 | $90,416,000 | thousands by filing date | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 1,054,103 | $85,119,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 342,420 | $82,715,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 320,074 | $82,499,000 | thousands by filing date | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 277,218 | $78,619,000 | thousands by filing date | |
| VERISIGN INC COM | 92343E102 | Stock | 423,826 | $76,327,000 | thousands by filing date | |
| REVVITY INC | 714046109 | COM | 998,509 | $75,168,000 | thousands by filing date | |
| S&P Global,Inc. | 78409V104 | COM | 296,200 | $72,584,000 | thousands by filing date | |
| FLEETCOR TECHNOLOGIES INC | 339041105 | COM | 366,310 | $68,331,000 | thousands by filing date | |
| Automatic Data Processing,Inc. | 053015103 | COM | 479,696 | $65,565,000 | thousands by filing date | |
| AVALONBAY CMNTYS INC COM | 053484101 | REIT | 433,017 | $63,727,000 | thousands by filing date | |
| BLACKBAUD INC COM | 09227Q100 | Stock | 1,137,541 | $63,190,000 | thousands by filing date | |
| WEX INC | 96208T104 | COM | 602,284 | $62,969,000 | thousands by filing date | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 824,431 | $59,046,000 | thousands by filing date | |
| EQUIFAX INC COM | 294429105 | Stock | 474,865 | $56,723,000 | thousands by filing date | |
| PAYCHEX INC | 704326107 | COM | 899,564 | $56,601,000 | thousands by filing date | |
| REALPAGE INC | 75606N109 | COM | 1,040,798 | $55,089,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 393,144 | $54,415,000 | thousands by filing date | |
| DESCARTES SYS GROUP INC COM | 249906108 | Stock | 1,561,857 | $53,746,000 | thousands by filing date | |
| American Tower Corporation | 03027X100 | COM | 242,424 | $52,788,000 | thousands by filing date | |
| Intuit Inc. | 461202103 | COM | 227,440 | $52,311,000 | thousands by filing date | |
| ANSYS INC COM | 03662Q105 | COM | 224,728 | $52,243,000 | thousands by filing date | |
| HENRY JACK & ASSOC INC | 426281101 | COM | 327,060 | $50,773,000 | thousands by filing date | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 1,158,523 | $50,766,000 | thousands by filing date | |
| IHS MARKIT LTD | G47567105 | SHS | 825,973 | $49,558,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 302,017 | $48,661,000 | thousands by filing date | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 343,338 | $47,854,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 39,125 | $45,461,000 | thousands by filing date | |
| HEALTHEQUITY INC COM | 42226A107 | Stock | 876,682 | $44,351,000 | thousands by filing date | |
| CHURCH & DWIGHT CO INC COM | 171340102 | Stock | 690,310 | $44,304,000 | thousands by filing date | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 750,325 | $42,213,000 | thousands by filing date | |
| TRANSUNION COM | 89400J107 | Stock | 633,036 | $41,894,000 | thousands by filing date | |
| WORKDAY INC CL A | 98138H101 | Stock | 319,971 | $41,667,000 | thousands by filing date | |
| MOODYS CORP COM | 615369105 | Stock | 195,974 | $41,449,000 | thousands by filing date | |
| D R HORTON INC COM | 23331A109 | Stock | 1,206,576 | $41,024,000 | thousands by filing date | |
| LENNAR CORP CL A | 526057104 | Stock | 1,068,694 | $40,824,000 | thousands by filing date | |
| COPART INC COM | 217204106 | Stock | 586,823 | $40,209,000 | thousands by filing date | |
| TRI POINTE HOMES INC | 87265H109 | COM | 4,527,884 | $39,710,000 | thousands by filing date | |
| CERIDIAN HCM HLDG INC | 15677J108 | COM | 786,217 | $39,366,000 | thousands by filing date | |
| AMERICAN HOMES 4 RENT | 02665T306 | CL A | 1,682,968 | $39,045,000 | thousands by filing date | |
| PAYLOCITY HLDG CORP COM | 70438V106 | Stock | 437,391 | $38,630,000 | thousands by filing date | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 1,882,928 | $36,246,000 | thousands by filing date | |
| BLACK KNIGHT INC COM | 09215C105 | Stock | 613,389 | $35,613,000 | thousands by filing date | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 202,334 | $35,196,000 | thousands by filing date | |
| PAGSEGURO DIGITAL LTD | G68707101 | COM CL A | 1,808,586 | $34,960,000 | thousands by filing date | |
| ServiceNow,Inc. | 81762P102 | COM | 119,337 | $34,200,000 | thousands by filing date | |
| GLOBAL PMTS INC | 37940X102 | COM | 234,784 | $33,863,000 | thousands by filing date | |
| GRACE W R & CO DEL NEW COM | 38388F108 | Stock | 942,787 | $33,563,000 | thousands by filing date | |
| APPFOLIO INC | 03783C100 | COM CL A | 301,569 | $33,459,000 | thousands by filing date | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 56,868 | $33,393,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 24,741 | $33,285,000 | thousands by filing date | |
| FACTSET RESH SYS INC COM | 303075105 | Stock | 127,628 | $33,270,000 | thousands by filing date | |
| ZOETIS INC CL A | 98978V103 | Stock | 273,113 | $32,143,000 | thousands by filing date | |
| LINDE PLC | G5494J103 | SHS | 181,527 | $31,404,000 | thousands by filing date | |
| STERIS PLC SHS USD | G8473T100 | Stock | 223,509 | $31,285,000 | thousands by filing date | |
| DOCUSIGN INC COM | 256163106 | Stock | 338,332 | $31,262,000 | thousands by filing date | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 94,255 | $29,390,000 | thousands by filing date | |
| CROWN HLDGS INC COM | 228368106 | Stock | 503,627 | $29,231,000 | thousands by filing date | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 186,150 | $29,108,000 | thousands by filing date | |
| POOL CORP COM | 73278L105 | Stock | 145,280 | $28,587,000 | thousands by filing date | |
| FISERV INC | 337738108 | COM | 300,557 | $28,550,000 | thousands by filing date | |
| OLD DOMINION FREIGHT LINE INC COM | 679580100 | Stock | 217,134 | $28,501,000 | thousands by filing date | |
| CHOICE HOTELS INTL INC | 169905106 | COM | 459,880 | $28,168,000 | thousands by filing date | |
| SWITCH INC | 87105L104 | CL A | 1,918,107 | $27,678,000 | thousands by filing date | |
| METTLER TOLEDO INTERNATIONAL COM | 592688105 | Stock | 40,066 | $27,666,000 | thousands by filing date | |
| AUTODESK INC COM | 052769106 | Stock | 172,714 | $26,961,000 | thousands by filing date | |
| BILL HOLDINGS INC | 090043100 | COM | 767,358 | $26,244,000 | thousands by filing date | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 329,041 | $25,501,000 | thousands by filing date | |
| MSCI INC COM | 55354G100 | Stock | 87,300 | $25,226,000 | thousands by filing date | |
| ASPEN TECHNOLOGY INC | 045327103 | COM | 261,638 | $24,874,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 169,834 | $24,453,000 | thousands by filing date | |
| PPG INDS INC COM | 693506107 | Stock | 280,715 | $23,468,000 | thousands by filing date | |
| MERCADOLIBREINC | 58733R102 | STOK | 47,470 | $23,193,000 | thousands by filing date | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 260,658 | $22,536,000 | thousands by filing date | |
| AMDOCS LTD | G02602103 | SHS | 408,577 | $22,459,000 | thousands by filing date | |
| WYNDHAM HOTELS & RESORTS INC | 98311A105 | COM | 707,011 | $22,278,000 | thousands by filing date | |
| PAYCOMSOFTWAREINC | 70432V102 | STOK | 108,118 | $21,841,000 | thousands by filing date | |
| ANGI INC CLASS A | 00183L102 | CL A | 4,054,968 | $21,289,000 | thousands by filing date | |
| AON PLC | G0408V102 | SHS CL A | 128,435 | $21,197,000 | thousands by filing date | |
| THOMPSON REUTERS CORP | 884903709 | COM NEW | 302,919 | $20,556,000 | thousands by filing date | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 131,914 | $20,393,000 | thousands by filing date | |
| IDEXX LABS INC COM | 45168D104 | Stock | 81,961 | $19,854,000 | thousands by filing date | |
| EVEREST GROUP LTD COM | G3223R108 | Stock | 102,829 | $19,786,000 | thousands by filing date | |
| CANADIAN PACIFIC RAILWAYS | 13645T100 | COM | 88,550 | $19,547,000 | thousands by filing date | |
| BENEFITFOCUS INC | 08180DAB2 | BOND | 25,236,000 | $19,480,000 | thousands by filing date | principal |
| TAYLOR MORRISON HOME CORP COM | 87724P106 | Stock | 1,743,353 | $19,177,000 | thousands by filing date | |
| CUBESMART COM | 229663109 | REIT | 668,009 | $17,896,000 | thousands by filing date | |
| ESSEX PPTY TR INC COM | 297178105 | REIT | 78,851 | $17,366,000 | thousands by filing date | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 193,595 | $17,278,000 | thousands by filing date | |
| WEINGARTEN RLTY INVS | 948741103 | SH BEN INT | 1,174,750 | $16,952,000 | thousands by filing date | |
| Lowes Companies,Inc. | 548661107 | COM | 195,762 | $16,845,000 | thousands by filing date | |
| BROWN FORMAN CORP | 115637100 | CL A | 327,740 | $16,839,000 | thousands by filing date | |
| COCA-COLA EUROPACIFIC PARTNERS SHS | G25839104 | Stock | 436,053 | $16,365,000 | thousands by filing date | |
| CAMDEN PPTY TR SH BEN INT | 133131102 | REIT | 202,027 | $16,009,000 | thousands by filing date | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 194,306 | $15,838,000 | thousands by filing date | |
| HEALTHPEAK PROPERTIES INC COM | 42250P103 | REIT | 661,741 | $15,783,000 | thousands by filing date | |
| PS BUSINESS PKS INC CALIF | 69360J107 | COM | 115,329 | $15,629,000 | thousands by filing date | |
| STONECO LTD | G85158106 | COM CL A | 715,032 | $15,566,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 315,423 | $15,244,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 126,848 | $15,234,000 | thousands by filing date | |
| BROADRIDGE FINL SOLUTIONS INC COM | 11133T103 | Stock | 159,839 | $15,158,000 | thousands by filing date | |
| CERNER CORP | 156782104 | COM | 237,262 | $14,945,000 | thousands by filing date | |
| ARCH CAP GROUP LTD ORD | G0450A105 | Stock | 515,218 | $14,663,000 | thousands by filing date | |
| CYRUSONE INC | 23283R100 | COM | 223,142 | $13,779,000 | thousands by filing date | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 92,019 | $13,435,000 | thousands by filing date | |
| IDEX CORP COM | 45167R104 | Stock | 96,879 | $13,380,000 | thousands by filing date | |
| UNIFIRST CORP MASS | 904708104 | COM | 80,047 | $12,094,000 | thousands by filing date | |
| HOST HOTELS & RESORTS INC COM | 44107P104 | REIT | 1,068,538 | $11,797,000 | thousands by filing date | |
| MERITAGE HOMES CORP COM | 59001A102 | Stock | 318,683 | $11,635,000 | thousands by filing date | |
| HEALTHCARE | 42225P501 | CL A NEW | 462,976 | $11,241,000 | thousands by filing date | |
| MGM GROWTH PPTYS LLC | 55303A105 | CL A COM | 473,994 | $11,219,000 | thousands by filing date | |
| LIFE STORAGE INC | 53223X107 | COM | 112,579 | $10,644,000 | thousands by filing date | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 50,155 | $10,011,000 | thousands by filing date | |
| ROLLINS INC COM | 775711104 | Stock | 276,890 | $10,007,000 | thousands by filing date | |
| LAMAR ADVERTISING CO CL A | 512816109 | REIT | 191,856 | $9,838,000 | thousands by filing date | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 32,967 | $9,777,000 | thousands by filing date | |
| EVENTBRITE INC | 29975E109 | COM CL A | 1,336,623 | $9,757,000 | thousands by filing date | |
| HYATT HOTELS CORP COM CL A | 448579102 | Stock | 203,489 | $9,747,000 | thousands by filing date | |
| WATERS CORP COM | 941848103 | Stock | 52,299 | $9,521,000 | thousands by filing date | |
| CSX Corporation | 126408103 | COM | 140,602 | $8,056,000 | thousands by filing date | |
| INVITATION HOMES INC COM | 46187W107 | REIT | 373,701 | $7,986,000 | thousands by filing date | |
| LENNAR CORP CL B | 526057302 | Stock | 272,699 | $7,886,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 69,010 | $7,591,000 | thousands by filing date | |
| SPS COMM INC COM | 78463M107 | Stock | 160,675 | $7,473,000 | thousands by filing date | |
| CME Group Inc. Class A | 12572Q105 | COM | 43,047 | $7,443,000 | thousands by filing date | |
| SUN CMNTYS INC COM | 866674104 | REIT | 59,451 | $7,422,000 | thousands by filing date | |
| FLYING EAGLE ACQUISITION COR | 34407Y202 | UNIT 99/99/9999 | 700,000 | $6,979,000 | thousands by filing date | |
| CANADIANNATLRYCOF | 136375102 | STOK | 85,926 | $6,721,000 | thousands by filing date | |
| KORN FERRY COM NEW | 500643200 | Stock | 274,411 | $6,674,000 | thousands by filing date | |
| DENTSPLY SIRONA INC | 24906P109 | COM | 168,621 | $6,548,000 | thousands by filing date | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 81,592 | $6,471,000 | thousands by filing date | |
| AMCOR PLC | G0250X107 | ORD | 778,068 | $6,318,000 | thousands by filing date | |
| DMY TECHNOLOGY GROUP INC | 233253202 | UNIT 99/99/9999 | 600,000 | $5,898,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 30,391 | $5,556,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 39,926 | $5,450,000 | thousands by filing date | |
| SCVX CORP U | G79448109 | COM | 500,000 | $4,985,000 | thousands by filing date | |
| DFP HEALTHCARE ACQUISITNS CO | 23343Q209 | UNIT 03/31/2025 | 500,000 | $4,960,000 | thousands by filing date | |
| APEX TECHNOLOGY ACQUISITION COM | 03768F102 | CL A | 500,000 | $4,885,000 | thousands by filing date | |
| JUNIPER INDL HLDGS INC | 48205G106 | COM CL A | 500,000 | $4,810,000 | thousands by filing date | |
| OAKTREE ACQUISITION CORP | G67145121 | UNIT 99/99/9999 | 400,000 | $3,996,000 | thousands by filing date | |
| AXALTA COATING SYS LTD COM | G0750C108 | Stock | 227,310 | $3,926,000 | thousands by filing date | |
| CHP MERGER CORP | 12558Y106 | COM CL A | 400,000 | $3,880,000 | thousands by filing date | |
| FINSERV ACQUISITION CORP | 318085107 | CL A | 400,000 | $3,840,000 | thousands by filing date | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 222,946 | $3,779,000 | thousands by filing date | |
| BLOCK INC CL A | 852234103 | Stock | 71,601 | $3,750,000 | thousands by filing date | |
| SOUTH MTN MERGER CORP | 838884104 | COM CL A | 385,027 | $3,735,000 | thousands by filing date | |
| UNDER ARMOUR INC | 904311206 | CL C | 458,654 | $3,697,000 | thousands by filing date | |
| ALLEGHANY CORP DEL | 017175100 | COM | 5,489 | $3,032,000 | thousands by filing date | |
| BENEFITFOCUS INC | 08180D106 | COM | 310,558 | $2,767,000 | thousands by filing date | |
| LANDCADIA HLDGS II INC | 51476X105 | CL A | 266,853 | $2,637,000 | thousands by filing date | |
| SKILLSOFT CORP CL A | 17143G106 | Stock | 257,830 | $2,565,000 | thousands by filing date | |
| MIDDLEBYCORP | 596278101 | STOK | 32,583 | $1,853,000 | thousands by filing date | |
| CENTRAL GARDEN & PET CO | 153527205 | CL A NON-VTG | 59,237 | $1,515,000 | thousands by filing date | |
| Prologis,Inc. | 74340W103 | COM | 18,323 | $1,473,000 | thousands by filing date | |
| DIAMOND EAGLE ACQUISITION CO | 25258L109 | COM CL A | 333,333 | $953,000 | thousands by filing date | call |
| SOUTH MTN MERGER CORP | 838884104 | COM CL A | 375,000 | $353,000 | thousands by filing date | call |
| SKILLSOFT CORP CL A | 17143G106 | Stock | 166,666 | $275,000 | thousands by filing date | call |
| GORES METROPOULOS INC | 382872109 | COM CL A | 200,000 | $260,000 | thousands by filing date | call |
| FINTECH ACQUISITION CORP V CLA | 31811A101 | COM | 370,988 | $241,000 | thousands by filing date | call |
| APEX TECHNOLOGY ACQUISITION COM | 03768F102 | CL A | 250,000 | $225,000 | thousands by filing date | call |
| ARYA SCIENCES ACQUISITION CORP SHS CL A | G3165V109 | COM | 98,175 | $181,000 | thousands by filing date | call |
| JUNIPER INDL HLDGS INC | 48205G106 | COM CL A | 250,000 | $140,000 | thousands by filing date | call |
| FINSERV ACQUISITION CORP | 318085107 | CL A | 200,000 | $120,000 | thousands by filing date | call |
| CONYERS PK II ACQUISITION CO | 212896104 | COM CL A | 75,000 | $109,000 | thousands by filing date | call |
| CHP MERGER CORP | 12558Y106 | COM CL A | 200,000 | $108,000 | thousands by filing date | call |
| TORTOISE ACQUISITION CORP | 89154L100 | CL A | 249,999 | $70,000 | thousands by filing date | call |
| LANDCADIA HLDGS II INC | 51476X105 | CL A | 166,666 | $67,000 | thousands by filing date | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-20-003526 | this filing | 2020-05-15 | acceptance time not in the bulk data set |