0000919574-18-003503.txt : 20180514
0000919574-18-003503.hdr.sgml : 20180514
20180514170916
ACCESSION NUMBER: 0000919574-18-003503
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180514
DATE AS OF CHANGE: 20180514
EFFECTIVENESS DATE: 20180514
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Echo Street Capital Management LLC
CENTRAL INDEX KEY: 0001352342
IRS NUMBER: 030403526
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-11835
FILM NUMBER: 18831767
BUSINESS ADDRESS:
STREET 1: 10 EAST 53RD STREET
STREET 2: 32ND FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
BUSINESS PHONE: 212-647-8126
MAIL ADDRESS:
STREET 1: 10 EAST 53RD STREET
STREET 2: 32ND FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001352342
XXXXXXXX
03-31-2018
03-31-2018
false
Echo Street Capital Management LLC
10 EAST 53RD STREET
32ND FLOOR
New York
NY
10022
13F HOLDINGS REPORT
028-11835
N
David Elias
Chief Financial Officer
212-647-8126
/s/David Elias
NEW YORK
NY
05-14-2018
0
145
3430929
INFORMATION TABLE
2
infotable.xml
ABAXIS INC
COM
002567105
20605
291767
SH
SOLE
291767
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
49650
742156
SH
SOLE
742156
0
0
AIR PRODS & CHEMS INC
COM
009158106
18354
115415
SH
SOLE
115415
0
0
ALIGN TECHNOLOGY INC
COM
016255101
6687
26627
SH
SOLE
26627
0
0
ALLEGION PUB LTD CO
ORD SHS
G0176J109
37993
445451
SH
SOLE
445451
0
0
ALPHABET INC
CAP STK CL A
02079K305
22227
21431
SH
SOLE
21431
0
0
AMERICAN CAMPUS CMNTYS INC
COM
024835100
34027
881077
SH
SOLE
881077
0
0
AMERICAN HOMES 4 RENT
CL A
02665T306
74585
3714399
SH
SOLE
3714399
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
76694
527688
SH
SOLE
527688
0
0
AMETEK INC NEW
COM
031100100
6751
88858
SH
SOLE
88858
0
0
ANSYS INC
COM
03662Q105
7143
45586
SH
SOLE
45586
0
0
APARTMENT INVT & MGMT CO
CL A
03748R101
17106
419779
SH
SOLE
419779
0
0
APPFOLIO INC
COM CL A
03783C100
7065
172960
SH
SOLE
172960
0
0
AVALONBAY CMNTYS INC
COM
053484101
26267
159717
SH
SOLE
159717
0
0
BEMIS INC
COM
081437105
11379
261464
SH
SOLE
261464
0
0
BLACK KNIGHT INC
COM
09215C105
16944
359749
SH
SOLE
359749
0
0
BLACKBAUD INC
COM
09227Q100
19276
189330
SH
SOLE
189330
0
0
BLUE BUFFALO PET PRODS INC
COM
09531U102
6386
160422
SH
SOLE
160422
0
0
CARMAX INC
COM
143130102
26296
424539
SH
SOLE
424539
0
0
CERNER CORP
COM
156782104
23206
400103
SH
SOLE
400103
0
0
CHOICE HOTELS INTL INC
COM
169905106
79055
986332
SH
SOLE
986332
0
0
CHURCH & DWIGHT INC
COM
171340102
41580
825648
SH
SOLE
825648
0
0
COCA COLA EUROPEAN PARTNERS
SHS
G25839104
6927
166284
SH
SOLE
166284
0
0
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
24703
306874
SH
SOLE
306874
0
0
COLGATE PALMOLIVE CO
COM
194162103
7005
97723
SH
SOLE
97723
0
0
COPART INC
COM
217204106
11272
221314
SH
SOLE
221314
0
0
COSTAR GROUP INC
COM
22160N109
10057
27731
SH
SOLE
27731
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
81539
743897
SH
SOLE
743897
0
0
D R HORTON INC
COM
23331A109
38486
877879
SH
SOLE
877879
0
0
DANAHER CORP DEL
COM
235851102
12185
124446
SH
SOLE
124446
0
0
DENTSPLY SIRONA INC
COM
24906P109
14165
281547
SH
SOLE
281547
0
0
DESCARTES SYS GROUP INC
COM
249906108
9211
322610
SH
SOLE
322610
0
0
DIAMONDROCK HOSPITALITY CO
COM
252784301
8228
788143
SH
SOLE
788143
0
0
DUN & BRADSTREET CORP DEL NE
COM
26483E100
45080
385296
SH
SOLE
385296
0
0
EDUCATION RLTY TR INC
COM NEW
28140H203
27480
839092
SH
SOLE
839092
0
0
ELLIE MAE INC
COM
28849P100
2139
23267
SH
SOLE
23267
0
0
EPR PPTYS
COM SH BEN INT
26884U109
7729
139517
SH
SOLE
139517
0
0
EQUIFAX INC
COM
294429105
19349
164240
SH
SOLE
164240
0
0
EQUINIX INC
COM PAR $0.001
29444U700
57604
137762
SH
SOLE
137762
0
0
EQUITY RESIDENTIAL
SH BEN INT
29476L107
10048
163059
SH
SOLE
163059
0
0
ESSEX PPTY TR INC
COM
297178105
19401
80611
SH
SOLE
80611
0
0
EXTENDED STAY AMER INC
UNIT 99/99/9999B
30224P200
38857
1965459
SH
SOLE
1965459
0
0
FACTSET RESH SYS INC
COM
303075105
13541
67904
SH
SOLE
67904
0
0
FEDERAL REALTY INVT TR
SH BEN INT NEW
313747206
14850
127892
SH
SOLE
127892
0
0
FEDEX CORP
COM
31428X106
11177
46549
SH
SOLE
46549
0
0
FISERV INC
COM
337738108
10188
142866
SH
SOLE
142866
0
0
FLEETCOR TECHNOLOGIES INC
COM
339041105
133700
660247
SH
SOLE
660247
0
0
FORTIVE CORP
COM
34959J108
26413
340731
SH
SOLE
340731
0
0
GAMING & LEISURE PPTYS INC
COM
36467J108
19811
591896
SH
SOLE
591896
0
0
GARTNER INC
COM
366651107
3349
28475
SH
SOLE
28475
0
0
GLOBAL PMTS INC
COM
37940X102
84319
756088
SH
SOLE
756088
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
8952
35544
SH
SOLE
35544
0
0
GRACE W R & CO DEL NEW
COM
38388F108
71833
1173173
SH
SOLE
1173173
0
0
GRAMERCY PPTY TR
COM NEW
385002308
7683
353567
SH
SOLE
353567
0
0
HCP INC
COM
40414L109
27167
1169475
SH
SOLE
1169475
0
0
HEALTHCARE TR AMER INC
CL A NEW
42225P501
27482
1039018
SH
SOLE
1039018
0
0
HENRY JACK & ASSOC INC
COM
426281101
10382
85835
SH
SOLE
85835
0
0
HERSHEY CO
COM
427866108
17575
177592
SH
SOLE
177592
0
0
HIGHWOODS PPTYS INC
COM
431284108
7350
167728
SH
SOLE
167728
0
0
HILTON WORLDWIDE HLDGS INC
COM
43300A203
28026
355843
SH
SOLE
355843
0
0
HONEYWELL INTL INC
COM
438516106
8046
55676
SH
SOLE
55676
0
0
HOST HOTELS & RESORTS INC
COM
44107P104
9059
485984
SH
SOLE
485984
0
0
HUNT J B TRANS SVCS INC
COM
445658107
10009
85435
SH
SOLE
85435
0
0
HYATT HOTELS CORP
COM CL A
448579102
7431
97438
SH
SOLE
97438
0
0
IHS MARKIT LTD
SHS
G47567105
13116
271885
SH
SOLE
271885
0
0
INTERNATIONAL FLAVORS&FRAGRA
COM
459506101
6597
48187
SH
SOLE
48187
0
0
INTERXION HOLDING N.V
SHS
N47279109
128589
2070348
SH
SOLE
2070348
0
0
INTUIT
COM
461202103
7172
41373
SH
SOLE
41373
0
0
INVESCO LTD
SHS
G491BT108
20408
637543
SH
SOLE
637543
0
0
IQIYI INC
SPONSORED ADS
46267X108
389
25000
SH
SOLE
25000
0
0
KIMBERLY CLARK CORP
COM
494368103
7630
69285
SH
SOLE
69285
0
0
KRAFT HEINZ CO
COM
500754106
12733
204419
SH
SOLE
204419
0
0
LAMAR ADVERTISING CO NEW
CL A
512816109
18833
295842
SH
SOLE
295842
0
0
LIBERTY PPTY TR
SH BEN INT
531172104
12579
316609
SH
SOLE
316609
0
0
LKQ CORP
COM
501889208
9078
239220
SH
SOLE
239220
0
0
MARSH & MCLENNAN COS INC
COM
571748102
25696
311123
SH
SOLE
311123
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
54415
310657
SH
SOLE
310657
0
0
MEDIDATA SOLUTIONS INC
COM
58471A105
26495
421822
SH
SOLE
421822
0
0
MERITAGE HOMES CORP
COM
59001A102
43731
966437
SH
SOLE
966437
0
0
MGM GROWTH PPTYS LLC
CL A COM
55303A105
17182
647406
SH
SOLE
647406
0
0
MID AMER APT CMNTYS INC
COM
59522J103
9552
104692
SH
SOLE
104692
0
0
MIDDLEBY CORP
COM
596278101
50003
403934
SH
SOLE
403934
0
0
MONDELEZ INTL INC
CL A
609207105
75086
1799330
SH
SOLE
1799330
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
18368
321064
SH
SOLE
321064
0
0
MOODYS CORP
COM
615369105
30563
189478
SH
SOLE
189478
0
0
MSCI INC
COM
55354G100
11310
75666
SH
SOLE
75666
0
0
NATIONAL RETAIL PPTYS INC
COM
637417106
7394
188334
SH
SOLE
188334
0
0
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
14581
58942
SH
SOLE
58942
0
0
OLD DOMINION FGHT LINES INC
COM
679580100
6926
47126
SH
SOLE
47126
0
0
OPEN TEXT CORP
COM
683715106
70659
2030423
SH
SOLE
2030423
0
0
OUTFRONT MEDIA INC
COM
69007J106
33693
1797897
SH
SOLE
1797897
0
0
PAGSEGURO DIGITAL LTD
COM CL A
G68707101
29247
763222
SH
SOLE
763222
0
0
PARK HOTELS RESORTS INC
COM
700517105
7135
264080
SH
SOLE
264080
0
0
PAYCHEX INC
COM
704326107
18205
295582
SH
SOLE
295582
0
0
PAYCOM SOFTWARE INC
COM
70432V102
6772
63060
SH
SOLE
63060
0
0
PAYLOCITY HLDG CORP
COM
70438V106
30540
596134
SH
SOLE
596134
0
0
PAYPAL HLDGS INC
COM
70450Y103
17442
229892
SH
SOLE
229892
0
0
PEPSICO INC
COM
713448108
25140
230328
SH
SOLE
230328
0
0
PERKINELMER INC
COM
714046109
26236
346482
SH
SOLE
346482
0
0
PHILIP MORRIS INTL INC
COM
718172109
16838
169394
SH
SOLE
169394
0
0
PRAXAIR INC
COM
74005P104
44904
311188
SH
SOLE
311188
0
0
PROCTER AND GAMBLE CO
COM
742718109
9437
119029
SH
SOLE
119029
0
0
PROLOGIS INC
COM
74340W103
8294
131669
SH
SOLE
131669
0
0
PS BUSINESS PKS INC CALIF
COM
69360J107
18630
164805
SH
SOLE
164805
0
0
REALPAGE INC
COM
75606N109
41581
807403
SH
SOLE
807403
0
0
REGENCY CTRS CORP
COM
758849103
20425
346308
SH
SOLE
346308
0
0
RLJ LODGING TR
COM
74965L101
10768
553886
SH
SOLE
553886
0
0
ROPER TECHNOLOGIES INC
COM
776696106
6698
23861
SH
SOLE
23861
0
0
RPM INTL INC
COM
749685103
12655
265466
SH
SOLE
265466
0
0
S&P GLOBAL INC
COM
78409V104
30252
158339
SH
SOLE
158339
0
0
SALESFORCE COM INC
COM
79466L302
27974
240529
SH
SOLE
240529
0
0
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
6636
38826
SH
SOLE
38826
0
0
SELECT INCOME REIT
COM SH BEN INT
81618T100
11504
590565
SH
SOLE
590565
0
0
SENSIENT TECHNOLOGIES CORP
COM
81725T100
15625
221375
SH
SOLE
221375
0
0
SERVICENOW INC
COM
81762P102
8938
54025
SH
SOLE
54025
0
0
SMITH A O
COM
831865209
18676
293689
SH
SOLE
293689
0
0
SPIRIT RLTY CAP INC NEW
COM
84860W102
26933
3470734
SH
SOLE
3470734
0
0
SPS COMM INC
COM
78463M107
35001
546293
SH
SOLE
546293
0
0
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
18446
343886
SH
SOLE
343886
0
0
STERIS PLC
SHS USD
G84720104
7738
82879
SH
SOLE
82879
0
0
SUN CMNTYS INC
COM
866674104
30963
338874
SH
SOLE
338874
0
0
SUNSTONE HOTEL INVS INC NEW
COM
867892101
7832
514610
SH
SOLE
514610
0
0
TANGER FACTORY OUTLET CTRS I
COM
875465106
31748
1443077
SH
SOLE
1443077
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
49617
240323
SH
SOLE
240323
0
0
THOMSON REUTERS CORP
COM
884903105
8933
231116
SH
SOLE
231116
0
0
TRANSUNION
COM
89400J107
10502
184968
SH
SOLE
184968
0
0
TRIPADVISOR INC
COM
896945201
26629
651243
SH
SOLE
651243
0
0
TYLER TECHNOLOGIES INC
COM
902252105
9107
43170
SH
SOLE
43170
0
0
UDR INC
COM
902653104
7687
215814
SH
SOLE
215814
0
0
ULTIMATE SOFTWARE GROUP INC
COM
90385D107
20834
85492
SH
SOLE
85492
0
0
UNIFIRST CORP MASS
COM
904708104
8772
54266
SH
SOLE
54266
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
15386
147007
SH
SOLE
147007
0
0
VERISK ANALYTICS INC
COM
92345Y106
10187
97948
SH
SOLE
97948
0
0
VICI PPTYS INC
COM
925652109
30600
1670294
SH
SOLE
1670294
0
0
VICTORY CAP HLDGS INC
COM CL A
92645B103
2816
228958
SH
SOLE
228958
0
0
VISA INC
COM CL A
92826C839
60138
502738
SH
SOLE
502738
0
0
WASTE CONNECTIONS INC
COM
94106B101
37838
527435
SH
SOLE
527435
0
0
WATERS CORP
COM
941848103
10299
51844
SH
SOLE
51844
0
0
WATSCO INC
COM
942622200
61512
339901
SH
SOLE
339901
0
0
WEINGARTEN RLTY INVS
SH BEN INT
948741103
17302
616168
SH
SOLE
616168
0
0
WELLTOWER INC
COM
95040Q104
5455
100228
SH
SOLE
100228
0
0
WEYERHAEUSER CO
COM
962166104
6881
196595
SH
SOLE
196595
0
0
WORKDAY INC
CL A
98138H101
9282
73021
SH
SOLE
73021
0
0
WORLDPAY INC
CL A
981558109
8987
109280
SH
SOLE
109280
0
0
ZOETIS INC
CL A
98978V103
11090
132796
SH
SOLE
132796
0
0