0000919574-15-008026.txt : 20151116 0000919574-15-008026.hdr.sgml : 20151116 20151116090752 ACCESSION NUMBER: 0000919574-15-008026 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151116 DATE AS OF CHANGE: 20151116 EFFECTIVENESS DATE: 20151116 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: 151231920 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 09-30-2015 09-30-2015 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 Compliance Officer 212-647-8126 /s/ David Elias NEW YORK NY 11-16-2015 0 198 2714289
INFORMATION TABLE 2 infotable.xml ADVANCE AUTO PARTS INC COM 00751Y106 771 4069 SH SOLE 4069 0 0 AFFILIATED MANAGERS GROUP COM 008252108 21511 125800 SH SOLE 125800 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 30447 886902 SH SOLE 886902 0 0 AIR PRODS & CHEMS INC COM 009158106 12646 99119 SH SOLE 99119 0 0 AIRGAS INC COM 009363102 11154 124867 SH SOLE 124867 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 3058 36112 SH SOLE 36112 0 0 ALIGN TECHNOLOGY INC COM 016255101 6290 110809 SH SOLE 110809 0 0 ALLEGION PUB LTD CO ORD SHS G0176J109 40613 704361 SH SOLE 704361 0 0 AMERICAN CAMPUS CMNTYS INC COM 024835100 13955 385070 SH SOLE 385070 0 0 AMERICAN TOWER CORP NEW COM 03027X100 63781 724950 SH SOLE 724950 0 0 AMETEK INC NEW COM 031100100 19781 378069 SH SOLE 378069 0 0 AON PLC SHS CL A G0408V102 13342 150569 SH SOLE 150569 0 0 APARTMENT INVT & MGMT CO CL A 03748R101 6595 178158 SH SOLE 178158 0 0 APTARGROUP INC COM 038336103 555 8421 SH SOLE 8421 0 0 ASPEN INSURANCE HOLDINGS LTD SHS G05384105 9303 200200 SH SOLE 200200 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 35310 439393 SH SOLE 439393 0 0 AUTONATION INC COM 05329W102 19263 331096 SH SOLE 331096 0 0 AUTOZONE INC COM 053332102 11053 15270 SH SOLE 15270 0 0 AVALONBAY CMNTYS INC COM 053484101 7209 41234 SH SOLE 41234 0 0 AXIS CAPITAL HOLDINGS LTD SHS G0692U109 6390 118941 SH SOLE 118941 0 0 BALL CORP COM 058498106 164 2638 SH SOLE 2638 0 0 BEMIS INC COM 081437105 5209 131638 SH SOLE 131638 0 0 BLACKROCK INC COM 09247X101 23265 78209 SH SOLE 78209 0 0 BRIXMOR PPTY GROUP INC COM 11120U105 10834 461394 SH SOLE 461394 0 0 BROWN FORMAN CORP CL B 115637209 694 7158 SH SOLE 7158 0 0 CAMDEN PPTY TR SH BEN INT 133131102 13902 188118 SH SOLE 188118 0 0 CAMPBELL SOUP CO COM 134429109 490 9674 SH SOLE 9674 0 0 CANADIAN NATL RY CO COM 136375102 355 6253 SH SOLE 6253 0 0 CANADIAN PAC RY LTD COM 13645T100 346 2410 SH SOLE 2410 0 0 CARE CAP PPTYS INC COM 141624106 40965 1243999 SH SOLE 1243999 0 0 CARMAX INC COM 143130102 50254 847172 SH SOLE 847172 0 0 CBRE GROUP INC CL A 12504L109 13018 406820 SH SOLE 406820 0 0 CERNER CORP COM 156782104 36689 611885 SH SOLE 611885 0 0 CHOICE HOTELS INTL INC COM 169905106 21094 442673 SH SOLE 442673 0 0 CHURCH & DWIGHT INC COM 171340102 707 8426 SH SOLE 8426 0 0 CINEMARK HOLDINGS INC COM 17243V102 9093 279877 SH SOLE 279877 0 0 CINTAS CORP COM 172908105 561 6543 SH SOLE 6543 0 0 CLARCOR INC COM 179895107 27069 567721 SH SOLE 567721 0 0 COCA COLA CO COM 191216100 509 12694 SH SOLE 12694 0 0 COLGATE PALMOLIVE CO COM 194162103 716 11276 SH SOLE 11276 0 0 COPART INC COM 217204106 535 16268 SH SOLE 16268 0 0 CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 708 33679 SH SOLE 33679 0 0 COSTCO WHSL CORP NEW COM 22160K105 576 3987 SH SOLE 3987 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 49011 621420 SH SOLE 621420 0 0 CROWN HOLDINGS INC COM 228368106 15755 344370 SH SOLE 344370 0 0 CSX CORP COM 126408103 5856 217713 SH SOLE 217713 0 0 CYRUSONE INC COM 23283R100 15124 463077 SH SOLE 463077 0 0 DANAHER CORP DEL COM 235851102 14214 166814 SH SOLE 166814 0 0 DCT INDUSTRIAL TRUST INC COM NEW 233153204 6687 198658 SH SOLE 198658 0 0 DDR CORP COM 23317H102 19144 1244755 SH SOLE 1244755 0 0 DENTSPLY INTL INC NEW COM 249030107 13899 274844 SH SOLE 274844 0 0 DIAMONDROCK HOSPITALITY CO COM 252784301 5335 482834 SH SOLE 482834 0 0 DONALDSON INC COM 257651109 436 15538 SH SOLE 15538 0 0 DR PEPPER SNAPPLE GROUP INC COM 26138E109 506 6406 SH SOLE 6406 0 0 DUN & BRADSTREET CORP DEL NE COM 26483E100 55929 532656 SH SOLE 532656 0 0 EASTGROUP PPTY INC COM 277276101 12158 224396 SH SOLE 224396 0 0 ECOLAB INC COM 278865100 31822 290026 SH SOLE 290026 0 0 EPR PPTYS COM SH BEN INT 26884U109 13392 259688 SH SOLE 259688 0 0 EQUIFAX INC COM 294429105 28171 289887 SH SOLE 289887 0 0 EQUINIX INC COM PAR $0.001 29444U700 60419 220991 SH SOLE 220991 0 0 EQUITY LIFESTYLE PPTYS INC COM 29472R108 13479 230128 SH SOLE 230128 0 0 EQUITY ONE COM 294752100 5682 233459 SH SOLE 233459 0 0 ESSENDANT INC COM 296689102 10914 336525 SH SOLE 336525 0 0 ESSEX PPTY TR INC COM 297178105 7108 31816 SH SOLE 31816 0 0 EVEREST RE GROUP LTD COM G3223R108 11672 67336 SH SOLE 67336 0 0 EXPEDITORS INTL WASH INC COM 302130109 12535 266412 SH SOLE 266412 0 0 EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 3034 180781 SH SOLE 180781 0 0 FACTSET RESH SYS INC COM 303075105 859 5377 SH SOLE 5377 0 0 FASTENAL CO COM 311900104 14490 395802 SH SOLE 395802 0 0 FEDEX CORP COM 31428X106 17686 122836 SH SOLE 122836 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 20593 306993 SH SOLE 306993 0 0 FIRST INDUSTRIAL REALTY TRUS COM 32054K103 6854 327162 SH SOLE 327162 0 0 FISERV INC COM 337738108 27930 322483 SH SOLE 322483 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 47719 346744 SH SOLE 346744 0 0 FULLER H B CO COM 359694106 16367 482237 SH SOLE 482237 0 0 G & K SVCS INC CL A 361268105 8380 125795 SH SOLE 125795 0 0 GARTNER INC COM 366651107 543 6471 SH SOLE 6471 0 0 GENERAL MLS INC COM 370334104 491 8747 SH SOLE 8747 0 0 GENUINE PARTS CO COM 372460105 563 6793 SH SOLE 6793 0 0 GEO GROUP INC NEW COM 36162J106 6532 219629 SH SOLE 219629 0 0 GILDAN ACTIVEWEAR INC COM 375916103 38565 1278695 SH SOLE 1278695 0 0 GLOBAL PMTS INC COM 37940X102 12520 109125 SH SOLE 109125 0 0 GRACE W R & CO DEL NEW COM 38388F108 16040 172378 SH SOLE 172378 0 0 GRACO INC COM 384109104 689 10272 SH SOLE 10272 0 0 GRAMERCY PPTY TR INC COM NEW 38489R605 16434 791261 SH SOLE 791261 0 0 HCP INC COM 40414L109 6611 177479 SH SOLE 177479 0 0 HEALTHCARE RLTY TR COM 421946104 13019 523887 SH SOLE 523887 0 0 HEALTHCARE TR AMER INC CL A NEW 42225P501 7208 294083 SH SOLE 294083 0 0 HEARTLAND PMT SYS INC COM 42235N108 22790 361696 SH SOLE 361696 0 0 HENRY JACK & ASSOC INC COM 426281101 885 12712 SH SOLE 12712 0 0 HERSHEY CO COM 427866108 8434 91792 SH SOLE 91792 0 0 HIGHWOODS PPTYS INC COM 431284108 719 18554 SH SOLE 18554 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A104 2098 91455 SH SOLE 91455 0 0 HONEYWELL INTL INC COM 438516106 32671 345034 SH SOLE 345034 0 0 HORMEL FOODS CORP COM 440452100 513 8101 SH SOLE 8101 0 0 HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 19926 778976 SH SOLE 778976 0 0 HUNT J B TRANS SVCS INC COM 445658107 12285 172061 SH SOLE 172061 0 0 IDEX CORP COM 45167R104 566 7935 SH SOLE 7935 0 0 IHS INC CL A 451734107 709 6115 SH SOLE 6115 0 0 INGERSOLL-RAND PLC SHS G47791101 18902 372306 SH SOLE 372306 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 486 4704 SH SOLE 4704 0 0 INTERPUBLIC GROUP COS INC COM 460690100 6238 326106 SH SOLE 326106 0 0 INTERXION HOLDING N.V SHS N47279109 49873 1841707 SH SOLE 1841707 0 0 INTUIT COM 461202103 917 10336 SH SOLE 10336 0 0 INVESCO LTD SHS G491BT108 13634 436562 SH SOLE 436562 0 0 JONES LANG LASALLE INC COM 48020Q107 5710 39718 SH SOLE 39718 0 0 KAR AUCTION SVCS INC COM 48238T109 6922 194974 SH SOLE 194974 0 0 KB HOME COM 48666K109 17924 1322829 SH SOLE 1322829 0 0 KELLOGG CO COM 487836108 488 7336 SH SOLE 7336 0 0 KIMBERLY CLARK CORP COM 494368103 500 4588 SH SOLE 4588 0 0 KRAFT HEINZ CO COM 500754106 463 6559 SH SOLE 6559 0 0 LA QUINTA HLDGS INC COM 50420D108 27477 1741232 SH SOLE 1741232 0 0 LAMAR ADVERTISING CO NEW CL A 512816109 6947 133132 SH SOLE 133132 0 0 LASALLE HOTEL PPTYS COM SH BEN INT 517942108 19303 679922 SH SOLE 679922 0 0 LAUDER ESTEE COS INC CL A 518439104 735 9105 SH SOLE 9105 0 0 LEGG MASON INC COM 524901105 6335 152238 SH SOLE 152238 0 0 LENNAR CORP CL A 526057104 13182 273886 SH SOLE 273886 0 0 LEXINGTON REALTY TRUST COM 529043101 14957 1846510 SH SOLE 1846510 0 0 LIBERTY PPTY TR SH BEN INT 531172104 7043 223520 SH SOLE 223520 0 0 LKQ CORP COM 501889208 21590 761297 SH SOLE 761297 0 0 LOWES COS INC COM 548661107 23308 338195 SH SOLE 338195 0 0 M D C HLDGS INC COM 552676108 8529 325776 SH SOLE 325776 0 0 MARKIT LTD SHS G58249106 697 24027 SH SOLE 24027 0 0 MARSH & MCLENNAN COS INC COM 571748102 348 6657 SH SOLE 6657 0 0 MASTERCARD INC CL A 57636Q104 864 9588 SH SOLE 9588 0 0 MCCORMICK & CO INC COM NON VTG 579780206 703 8553 SH SOLE 8553 0 0 MCGRAW HILL FINL INC COM 580645109 45309 523801 SH SOLE 523801 0 0 MEAD JOHNSON NUTRITION CO COM 582839106 25581 363368 SH SOLE 363368 0 0 MEDNAX INC COM 58502B106 22896 298162 SH SOLE 298162 0 0 MERITAGE HOMES CORP COM 59001A102 24523 671499 SH SOLE 671499 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 686 2409 SH SOLE 2409 0 0 MID-AMER APT CMNTYS INC COM 59522J103 8505 103881 SH SOLE 103881 0 0 MIDDLEBY CORP COM 596278101 3547 33717 SH SOLE 33717 0 0 MONDELEZ INTL INC CL A 609207105 10677 255009 SH SOLE 255009 0 0 MOODYS CORP COM 615369105 861 8770 SH SOLE 8770 0 0 MSCI INC COM 55354G100 6361 106980 SH SOLE 106980 0 0 NATIONAL HEALTH INVS INC COM 63633D104 19514 339435 SH SOLE 339435 0 0 NATIONAL RETAIL PPTYS INC COM 637417106 11510 317338 SH SOLE 317338 0 0 NORDSON CORP COM 655663102 14932 237246 SH SOLE 237246 0 0 NORFOLK SOUTHERN CORP COM 655844108 226 2954 SH SOLE 2954 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 717 2869 SH SOLE 2869 0 0 OLD DOMINION FGHT LINES INC COM 679580100 25281 414437 SH SOLE 414437 0 0 OMEGA HEALTHCARE INVS INC COM 681936100 15829 450333 SH SOLE 450333 0 0 PATTERSON COMPANIES INC COM 703395103 22105 511092 SH SOLE 511092 0 0 PAYCHEX INC COM 704326107 35223 739513 SH SOLE 739513 0 0 PEBBLEBROOK HOTEL TR COM 70509V100 11588 326875 SH SOLE 326875 0 0 PEPSICO INC COM 713448108 501 5317 SH SOLE 5317 0 0 PERKINELMER INC COM 714046109 21441 466517 SH SOLE 466517 0 0 POOL CORPORATION COM 73278L105 891 12318 SH SOLE 12318 0 0 PPG INDS INC COM 693506107 18974 216381 SH SOLE 216381 0 0 PRAXAIR INC COM 74005P104 6342 62259 SH SOLE 62259 0 0 PREMIER INC CL A 74051N102 14691 427447 SH SOLE 427447 0 0 PROCTER & GAMBLE CO COM 742718109 6271 87166 SH SOLE 87166 0 0 PROGRESSIVE WASTE SOLUTIONS COM 74339G101 7297 276192 SH SOLE 276192 0 0 RAYONIER INC COM 754907103 2206 99937 SH SOLE 99937 0 0 REGENCY CTRS CORP COM 758849103 3372 54256 SH SOLE 54256 0 0 RETAIL PPTYS AMER INC CL A 76131V202 6977 495162 SH SOLE 495162 0 0 ROPER TECHNOLOGIES INC COM 776696106 14476 92378 SH SOLE 92378 0 0 SABRE CORP COM 78573M104 29463 1083966 SH SOLE 1083966 0 0 SBA COMMUNICATIONS CORP COM 78388J106 19119 182539 SH SOLE 182539 0 0 SCHEIN HENRY INC COM 806407102 31477 237165 SH SOLE 237165 0 0 SELECT INCOME REIT COM SH BEN INT 81618T100 33826 1779390 SH SOLE 1779390 0 0 SENIOR HSG PPTYS TR SH BEN INT 81721M109 6834 421881 SH SOLE 421881 0 0 SENSIENT TECHNOLOGIES CORP COM 81725T100 481 7847 SH SOLE 7847 0 0 SHERWIN WILLIAMS CO COM 824348106 11872 53291 SH SOLE 53291 0 0 SIRONA DENTAL SYSTEMS INC COM 82966C103 34143 365788 SH SOLE 365788 0 0 SMITH A O COM 831865209 8649 132679 SH SOLE 132679 0 0 SMUCKER J M CO COM NEW 832696405 17536 153702 SH SOLE 153702 0 0 SONOCO PRODS CO COM 835495102 6670 176746 SH SOLE 176746 0 0 SOVRAN SELF STORAGE INC COM 84610H108 14381 152506 SH SOLE 152506 0 0 SPIRIT RLTY CAP INC NEW COM 84860W102 68390 7482479 SH SOLE 7482479 0 0 STARWOOD HOTELS&RESORTS WRLD COM 85590A401 11612 174672 SH SOLE 174672 0 0 STERICYCLE INC COM 858912108 33053 237264 SH SOLE 237264 0 0 STERIS CORP COM 859152100 723 11126 SH SOLE 11126 0 0 STORE CAP CORP COM 862121100 14155 685138 SH SOLE 685138 0 0 SUNSTONE HOTEL INVS INC NEW COM 867892101 10674 806772 SH SOLE 806772 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 47892 391661 SH SOLE 391661 0 0 TOWERS WATSON & CO CL A 891894107 13023 110945 SH SOLE 110945 0 0 TYCO INTL PLC SHS G91442106 17036 509160 SH SOLE 509160 0 0 UNIFIRST CORP MASS COM 904708104 9948 93140 SH SOLE 93140 0 0 UNION PAC CORP COM 907818108 11126 125850 SH SOLE 125850 0 0 UNITED NAT FOODS INC COM 911163103 29669 611601 SH SOLE 611601 0 0 VAIL RESORTS INC COM 91879Q109 558 5334 SH SOLE 5334 0 0 VALSPAR CORP COM 920355104 6070 84446 SH SOLE 84446 0 0 VANTIV INC CL A 92210H105 688 15310 SH SOLE 15310 0 0 VCA INC COM 918194101 670 12720 SH SOLE 12720 0 0 VENTAS INC COM 92276F100 18013 321319 SH SOLE 321319 0 0 VERISK ANALYTICS INC COM 92345Y106 12798 173153 SH SOLE 173153 0 0 VISA INC COM CL A 92826C839 7282 104534 SH SOLE 104534 0 0 VWR CORP COM 91843L103 550 21421 SH SOLE 21421 0 0 WASTE CONNECTIONS INC COM 941053100 706 14539 SH SOLE 14539 0 0 WATERS CORP COM 941848103 33560 283905 SH SOLE 283905 0 0 WATSCO INC COM 942622200 33781 285123 SH SOLE 285123 0 0 WEINGARTEN RLTY INVS SH BEN INT 948741103 27398 827496 SH SOLE 827496 0 0 WELLTOWER INC COM 95040Q104 1795 26500 SH SOLE 26500 0 0 WEX INC COM 96208T104 4306 49580 SH SOLE 49580 0 0 XENIA HOTELS & RESORTS INC COM 984017103 5638 322934 SH SOLE 322934 0 0 ZOETIS INC CL A 98978V103 10588 257113 SH SOLE 257113 0 0