0000919574-18-007346.txt : 20181114
0000919574-18-007346.hdr.sgml : 20181114
20181114111400
ACCESSION NUMBER: 0000919574-18-007346
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181114
DATE AS OF CHANGE: 20181114
EFFECTIVENESS DATE: 20181114
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: 181181484
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
09-30-2018
09-30-2018
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
11-14-2018
0
167
4512046
INFORMATION TABLE
2
infotable.xml
AGILENT TECHNOLOGIES INC
COM
00846U101
69231
981452
SH
SOLE
981452
0
0
AIR PRODS & CHEMS INC
COM
009158106
36753
220014
SH
SOLE
220014
0
0
ALEXANDRIA REAL ESTATE EQ IN
COM
015271109
29724
236299
SH
SOLE
236299
0
0
ALIGN TECHNOLOGY INC
COM
016255101
12361
31597
SH
SOLE
31597
0
0
ALLEGION PUB LTD CO
ORD SHS
G0176J109
41953
463212
SH
SOLE
463212
0
0
ALPHABET INC
CAP STK CL A
02079K305
31893
26422
SH
SOLE
26422
0
0
ALTABA INC
COM
021346101
33331
489303
SH
SOLE
489303
0
0
AMAZON COM INC
COM
023135106
25438
12700
SH
SOLE
12700
0
0
AMDOCS LTD
SHS
G02602103
7838
118805
SH
SOLE
118805
0
0
AMERICAN CAMPUS CMNTYS INC
COM
024835100
27273
662620
SH
SOLE
662620
0
0
AMERICAN HOMES 4 RENT
CL A
02665T306
97530
4455488
SH
SOLE
4455488
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
33932
233534
SH
SOLE
233534
0
0
ANGI HOMESERVICES INC
COM CL A
00183L102
16827
716688
SH
SOLE
716688
0
0
ANSYS INC
COM
03662Q105
39981
214170
SH
SOLE
214170
0
0
APARTMENT INVT & MGMT CO
CL A
03748R101
8402
190410
SH
SOLE
190410
0
0
ARAMARK
COM
03852U106
10928
254022
SH
SOLE
254022
0
0
AVALONBAY CMNTYS INC
COM
053484101
18811
103845
SH
SOLE
103845
0
0
AVERY DENNISON CORP
COM
053611109
18418
169991
SH
SOLE
169991
0
0
AXALTA COATING SYS LTD
COM
G0750C108
10426
357553
SH
SOLE
357553
0
0
BEMIS INC
COM
081437105
37620
774090
SH
SOLE
774090
0
0
BLACK KNIGHT INC
COM
09215C105
20596
396468
SH
SOLE
396468
0
0
BLACKBAUD INC
COM
09227Q100
49741
490158
SH
SOLE
490158
0
0
BLACKROCK INC
COM
09247X101
5306
11258
SH
SOLE
11258
0
0
CANADIAN NATL RY CO
COM
136375102
10837
120682
SH
SOLE
120682
0
0
CENTRAL GARDEN & PET CO
CL A NON-VTG
153527205
6687
201806
SH
SOLE
201806
0
0
CERIDIAN HCM HLDG INC
COM
15677J108
7686
182883
SH
SOLE
182883
0
0
CERNER CORP
COM
156782104
18961
294391
SH
SOLE
294391
0
0
CHOICE HOTELS INTL INC
COM
169905106
101304
1216144
SH
SOLE
1216144
0
0
CHURCH & DWIGHT INC
COM
171340102
28723
483801
SH
SOLE
483801
0
0
CHURCHILL CAP CORP
UNIT 99/99/9999
17142R202
20260
2000000
SH
SOLE
2000000
0
0
COCA COLA CO
COM
191216100
6962
150745
SH
SOLE
150745
0
0
COCA COLA EUROPEAN PARTNERS
SHS
G25839104
8907
195896
SH
SOLE
195896
0
0
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
50727
657515
SH
SOLE
657515
0
0
COPART INC
COM
217204106
31785
616826
SH
SOLE
616826
0
0
CORELOGIC INC
COM
21871D103
9395
190149
SH
SOLE
190149
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
108495
974539
SH
SOLE
974539
0
0
CROWN HOLDINGS INC
COM
228368106
44105
918861
SH
SOLE
918861
0
0
CUBESMART
COM
229663109
17951
629224
SH
SOLE
629224
0
0
D R HORTON INC
COM
23331A109
40929
970344
SH
SOLE
970344
0
0
DANAHER CORP DEL
COM
235851102
39770
366007
SH
SOLE
366007
0
0
DESCARTES SYS GROUP INC
COM
249906108
20478
604081
SH
SOLE
604081
0
0
DESPEGAR COM CORP
ORD SHS
G27358103
8387
497171
SH
SOLE
497171
0
0
DIAMONDROCK HOSPITALITY CO
COM
252784301
8326
713488
SH
SOLE
713488
0
0
DIGITAL RLTY TR INC
COM
253868103
10674
94903
SH
SOLE
94903
0
0
DUN & BRADSTREET CORP DEL NE
COM
26483E100
32516
228167
SH
SOLE
228167
0
0
EBAY INC
COM
278642103
67624
2047996
SH
SOLE
2047996
0
0
ECOLAB INC
COM
278865100
8667
55285
SH
SOLE
55285
0
0
ENSCO PLC
SHS CLASS A
G3157S106
9887
1171476
SH
SOLE
1171476
0
0
ENVESTNET INC
COM
29404K106
17855
292956
SH
SOLE
292956
0
0
EQUIFAX INC
COM
294429105
10480
80269
SH
SOLE
80269
0
0
EQUINIX INC
COM PAR $0.001
29444U700
83654
193246
SH
SOLE
193246
0
0
EQUITY RESIDENTIAL
SH BEN INT
29476L107
8255
124600
SH
SOLE
124600
0
0
ESSENTIAL PPTYS RLTY TR INC
COM
29670E107
24253
1709186
SH
SOLE
1709186
0
0
ESSEX PPTY TR INC
COM
297178105
10608
43000
SH
SOLE
43000
0
0
EVEREST RE GROUP LTD
COM
G3223R108
18311
80149
SH
SOLE
80149
0
0
EXTENDED STAY AMER INC
UNIT 99/99/9999B
30224P200
39604
1957706
SH
SOLE
1957706
0
0
EXTRA SPACE STORAGE INC
COM
30225T102
7899
91178
SH
SOLE
91178
0
0
FACTSET RESH SYS INC
COM
303075105
58451
261282
SH
SOLE
261282
0
0
FEDERAL REALTY INVT TR
SH BEN INT NEW
313747206
17306
136844
SH
SOLE
136844
0
0
FEDEX CORP
COM
31428X106
24464
101601
SH
SOLE
101601
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
10729
98376
SH
SOLE
98376
0
0
FISERV INC
COM
337738108
13540
164362
SH
SOLE
164362
0
0
FLEETCOR TECHNOLOGIES INC
COM
339041105
52900
232182
SH
SOLE
232182
0
0
FORTIVE CORP
COM
34959J108
23723
281747
SH
SOLE
281747
0
0
FORUM MERGER II CORP
CL A
34986F103
4814
504137
SH
SOLE
504137
0
0
FORUM MERGER II CORP
*W EXP 09/30/202
34986F111
292
504137
SH
Call
SOLE
504137
0
0
GAMING & LEISURE PPTYS INC
COM
36467J108
31509
893892
SH
SOLE
893892
0
0
GLOBAL PMTS INC
COM
37940X102
54564
428289
SH
SOLE
428289
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
28774
128319
SH
SOLE
128319
0
0
GRACE W R & CO DEL NEW
COM
38388F108
91530
1280859
SH
SOLE
1280859
0
0
GROUPE CGI INC
CL A SUB VTG
39945C109
10466
162328
SH
SOLE
162328
0
0
GUIDEWIRE SOFTWARE INC
COM
40171V100
19256
190635
SH
SOLE
190635
0
0
HCP INC
COM
40414L109
26950
1023970
SH
SOLE
1023970
0
0
HEALTHCARE SVCS GRP INC
COM
421906108
14880
366342
SH
SOLE
366342
0
0
HEALTHCARE TR AMER INC
CL A NEW
42225P501
30105
1128813
SH
SOLE
1128813
0
0
HENRY JACK & ASSOC INC
COM
426281101
14070
87898
SH
SOLE
87898
0
0
HERSHEY CO
COM
427866108
10818
106063
SH
SOLE
106063
0
0
HIGHWOODS PPTYS INC
COM
431284108
8176
173010
SH
SOLE
173010
0
0
HOST HOTELS & RESORTS INC
COM
44107P104
20405
967084
SH
SOLE
967084
0
0
HUNT J B TRANS SVCS INC
COM
445658107
44417
373445
SH
SOLE
373445
0
0
HYATT HOTELS CORP
COM CL A
448579102
21150
265743
SH
SOLE
265743
0
0
IAC INTERACTIVECORP
COM
44919P508
20573
94933
SH
SOLE
94933
0
0
IHS MARKIT LTD
SHS
G47567105
58231
1079160
SH
SOLE
1079160
0
0
ILLINOIS TOOL WKS INC
COM
452308109
17741
125719
SH
SOLE
125719
0
0
INTERNATIONAL FLAVORS&FRAGRA
COM
459506101
16587
119232
SH
SOLE
119232
0
0
INTERXION HOLDING N.V
SHS
N47279109
169185
2513906
SH
SOLE
2513906
0
0
INTUIT
COM
461202103
26601
116982
SH
SOLE
116982
0
0
KELLOGG CO
COM
487836108
5694
81330
SH
SOLE
81330
0
0
KIMBERLY CLARK CORP
COM
494368103
9948
87548
SH
SOLE
87548
0
0
LIBERTY PPTY TR
SH BEN INT
531172104
28668
678536
SH
SOLE
678536
0
0
LIBERTY TRIPADVISOR HLDGS IN
COM SER A
531465102
8457
569500
SH
SOLE
569500
0
0
LKQ CORP
COM
501889208
50337
1589426
SH
SOLE
1589426
0
0
LOWES COS INC
COM
548661107
15518
135151
SH
SOLE
135151
0
0
MARSH & MCLENNAN COS INC
COM
571748102
20430
246979
SH
SOLE
246979
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
52183
234416
SH
SOLE
234416
0
0
MEDIDATA SOLUTIONS INC
COM
58471A105
18541
252924
SH
SOLE
252924
0
0
MERCADOLIBRE INC
COM
58733R102
13214
38813
SH
SOLE
38813
0
0
MERITAGE HOMES CORP
COM
59001A102
70152
1758216
SH
SOLE
1758216
0
0
MGM GROWTH PPTYS LLC
CL A COM
55303A105
29631
1004784
SH
SOLE
1004784
0
0
MICROSOFT CORP
COM
594918104
56871
497259
SH
SOLE
497259
0
0
MICROSTRATEGY INC
CL A NEW
594972408
21065
149807
SH
SOLE
149807
0
0
MIDDLEBY CORP
COM
596278101
60011
463943
SH
SOLE
463943
0
0
MONDELEZ INTL INC
CL A
609207105
40774
949125
SH
SOLE
949125
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
36711
629919
SH
SOLE
629919
0
0
MOODYS CORP
COM
615369105
37438
223912
SH
SOLE
223912
0
0
MSCI INC
COM
55354G100
10747
60582
SH
SOLE
60582
0
0
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
13761
39621
SH
SOLE
39621
0
0
OLD DOMINION FGHT LINES INC
COM
679580100
9143
56700
SH
SOLE
56700
0
0
OUTFRONT MEDIA INC
COM
69007J106
30394
1523527
SH
SOLE
1523527
0
0
PAGSEGURO DIGITAL LTD
COM CL A
G68707101
35107
1268790
SH
SOLE
1268790
0
0
PAYCHEX INC
COM
704326107
13572
184282
SH
SOLE
184282
0
0
PAYCOM SOFTWARE INC
COM
70432V102
11553
74339
SH
SOLE
74339
0
0
PAYLOCITY HLDG CORP
COM
70438V106
29773
370686
SH
SOLE
370686
0
0
PAYPAL HLDGS INC
COM
70450Y103
54010
614874
SH
SOLE
614874
0
0
PEBBLEBROOK HOTEL TR
COM
70509V100
8219
226004
SH
SOLE
226004
0
0
PEPSICO INC
COM
713448108
9735
87080
SH
SOLE
87080
0
0
PERKINELMER INC
COM
714046109
40903
420515
SH
SOLE
420515
0
0
POTLATCHDELTIC CORPORATION
COM
737630103
7218
176267
SH
SOLE
176267
0
0
PPG INDS INC
COM
693506107
7747
70992
SH
SOLE
70992
0
0
PRAXAIR INC
COM
74005P104
10569
65757
SH
SOLE
65757
0
0
PROCTER AND GAMBLE CO
COM
742718109
10603
127397
SH
SOLE
127397
0
0
PROLOGIS INC
COM
74340W103
24212
357175
SH
SOLE
357175
0
0
PS BUSINESS PKS INC CALIF
COM
69360J107
2581
20312
SH
SOLE
20312
0
0
REALPAGE INC
COM
75606N109
23606
358214
SH
SOLE
358214
0
0
ROPER TECHNOLOGIES INC
COM
776696106
8597
29024
SH
SOLE
29024
0
0
S&P GLOBAL INC
COM
78409V104
32852
168137
SH
SOLE
168137
0
0
SALESFORCE COM INC
COM
79466L302
46336
291370
SH
SOLE
291370
0
0
SCHWAB CHARLES CORP NEW
COM
808513105
24327
494960
SH
SOLE
494960
0
0
SENSIENT TECHNOLOGIES CORP
COM
81725T100
9460
123650
SH
SOLE
123650
0
0
SERVICEMASTER GLOBAL HLDGS I
COM
81761R109
4964
80020
SH
SOLE
80020
0
0
SERVICENOW INC
COM
81762P102
25205
128844
SH
SOLE
128844
0
0
SMITH A O
COM
831865209
33745
632292
SH
SOLE
632292
0
0
SMUCKER J M CO
COM NEW
832696405
21859
213031
SH
SOLE
213031
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
5319
18298
SH
SOLE
18298
0
0
SPIRIT MTA REIT
COM SHS BEN IN
84861U105
6526
566498
SH
SOLE
566498
0
0
SPIRIT RLTY CAP INC NEW
COM
84860W102
33057
4101485
SH
SOLE
4101485
0
0
SPS COMM INC
COM
78463M107
8915
89835
SH
SOLE
89835
0
0
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
48669
856407
SH
SOLE
856407
0
0
STERIS PLC
SHS USD
G84720104
11409
99731
SH
SOLE
99731
0
0
SUN CMNTYS INC
COM
866674104
36961
364013
SH
SOLE
364013
0
0
TANGER FACTORY OUTLET CTRS I
COM
875465106
16678
728941
SH
SOLE
728941
0
0
TAYLOR MORRISON HOME CORP
CL A
87724P106
18449
1022692
SH
SOLE
1022692
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
62926
257810
SH
SOLE
257810
0
0
TOLL BROTHERS INC
COM
889478103
29025
878753
SH
SOLE
878753
0
0
TOTAL SYS SVCS INC
COM
891906109
10517
106521
SH
SOLE
106521
0
0
TRANSUNION
COM
89400J107
13060
177504
SH
SOLE
177504
0
0
TRIPADVISOR INC
COM
896945201
8760
171531
SH
SOLE
171531
0
0
TYLER TECHNOLOGIES INC
COM
902252105
10997
44878
SH
SOLE
44878
0
0
UDR INC
COM
902653104
2108
52146
SH
SOLE
52146
0
0
ULTIMATE SOFTWARE GROUP INC
COM
90385D107
26984
83753
SH
SOLE
83753
0
0
UNIFIRST CORP MASS
COM
904708104
7985
45984
SH
SOLE
45984
0
0
VEEVA SYS INC
CL A COM
922475108
12602
115753
SH
SOLE
115753
0
0
VENTAS INC
COM
92276F100
4739
87161
SH
SOLE
87161
0
0
VERISK ANALYTICS INC
COM
92345Y106
16179
134217
SH
SOLE
134217
0
0
VICI PPTYS INC
COM
925652109
44211
2044922
SH
SOLE
2044922
0
0
VISA INC
COM CL A
92826C839
44575
296989
SH
SOLE
296989
0
0
WASTE CONNECTIONS INC
COM
94106B101
46615
584368
SH
SOLE
584368
0
0
WASTE MGMT INC DEL
COM
94106L109
44996
497965
SH
SOLE
497965
0
0
WATERS CORP
COM
941848103
12147
62395
SH
SOLE
62395
0
0
WATSCO INC
COM
942622200
40205
225744
SH
SOLE
225744
0
0
WEINGARTEN RLTY INVS
SH BEN INT
948741103
6240
209679
SH
SOLE
209679
0
0
WEX INC
COM
96208T104
62231
309979
SH
SOLE
309979
0
0
WORKDAY INC
CL A
98138H101
38112
261079
SH
SOLE
261079
0
0
WORLDPAY INC
CL A
981558109
13311
131448
SH
SOLE
131448
0
0
WYNDHAM HOTELS & RESORTS INC
COM
98311A105
40220
723780
SH
SOLE
723780
0
0
ZOETIS INC
CL A
98978V103
14628
159766
SH
SOLE
159766
0
0
ZUORA INC
COM CL A
98983V106
8767
379374
SH
SOLE
379374
0
0