Chief Operating Officer

0000919574-19-007064.txt : 20191114 0000919574-19-007064.hdr.sgml : 20191114 20191114093631 ACCESSION NUMBER: 0000919574-19-007064 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191114 DATE AS OF CHANGE: 20191114 EFFECTIVENESS DATE: 20191114 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: 191216939 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 09-30-2019 09-30-2019 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 Operating Officer 212-647-8126 /s/ David Elias NEW YORK NY 11-14-2019 0 181 5896734 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 33001 200734 SH SOLE 200734 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 86097 1123543 SH SOLE 1123543 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 13859 89970 SH SOLE 89970 0 0 ALIGN TECHNOLOGY INC COM 016255101 43217 238875 SH SOLE 238875 0 0 ALLEGION PUB LTD CO ORD SHS G0176J109 13868 133798 SH SOLE 133798 0 0 ALPHABET INC CAP STK CL A 02079K305 43178 35359 SH SOLE 35359 0 0 AMCOR PLC ORD G0250X107 20819 2135319 SH SOLE 2135319 0 0 AMDOCS LTD SHS G02602103 38706 585480 SH SOLE 585480 0 0 AMERICAN CAMPUS CMNTYS INC COM 024835100 25157 523229 SH SOLE 523229 0 0 AMERICAN HOMES 4 RENT CL A 02665T306 92296 3564918 SH SOLE 3564918 0 0 AMERICAN TOWER CORP NEW COM 03027X100 45722 206766 SH SOLE 206766 0 0 ANGI HOMESERVICES INC COM CL A 00183L102 29886 4218142 SH SOLE 4218142 0 0 ANSYS INC COM 03662Q105 62410 281940 SH SOLE 281940 0 0 AON PLC SHS CL A G0408V102 13864 71621 SH SOLE 71621 0 0 APARTMENT INVT & MGMT CO CL A 03748R754 16901 324138 SH SOLE 324138 0 0 APEX TECHNOLOGY ACQUISITN CO UNIT 06/11/2026 03768F201 5095 500000 SH SOLE 500000 0 0 APPFOLIO INC COM CL A 03783C100 37518 394344 SH SOLE 394344 0 0 ARAMARK COM 03852U106 23355 535919 SH SOLE 535919 0 0 ARYA SCIENCES ACQUISITION CO UNIT 10/04/2023 G3165V117 2164 197850 SH SOLE 197850 0 0 ASPEN TECHNOLOGY INC COM 045327103 11341 92142 SH SOLE 92142 0 0 ATMOS ENERGY CORP COM 049560105 8150 71556 SH SOLE 71556 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 45098 279385 SH SOLE 279385 0 0 AVALONBAY CMNTYS INC COM 053484101 45818 212782 SH SOLE 212782 0 0 AXALTA COATING SYS LTD COM G0750C108 20751 688273 SH SOLE 688273 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34015 163518 SH SOLE 163518 0 0 BLACK KNIGHT INC COM 09215C105 26799 438904 SH SOLE 438904 0 0 BLACKBAUD INC COM 09227Q100 51013 564673 SH SOLE 564673 0 0 BOOKING HLDGS INC COM 09857L108 32972 16800 SH SOLE 16800 0 0 BROWN FORMAN CORP CL A 115637100 14201 237666 SH SOLE 237666 0 0 CANADIAN NATL RY CO COM 136375102 25049 278964 SH SOLE 278964 0 0 CANADIAN PAC RY LTD COM 13645T100 47281 212757 SH SOLE 212757 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 14825 339173 SH SOLE 339173 0 0 CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 17590 634446 SH SOLE 634446 0 0 CERIDIAN HCM HLDG INC COM 15677J108 42648 863853 SH SOLE 863853 0 0 CERNER CORP COM 156782104 25402 372632 SH SOLE 372632 0 0 CGI INC CL A SUB VTG 12532H104 14488 183224 SH SOLE 183224 0 0 CHOICE HOTELS INTL INC COM 169905106 71540 804180 SH SOLE 804180 0 0 CHURCH & DWIGHT INC COM 171340102 50477 670874 SH SOLE 670874 0 0 CHURCHILL CAP CORP II CL A 17143G106 5010 500000 SH SOLE 500000 0 0 CHURCHILL CAP CORP II *W EXP 07/02/202 17143G114 250 166666 SH Call SOLE 166666 0 0 COCA COLA EUROPEAN PARTNERS SHS G25839104 13445 242466 SH SOLE 242466 0 0 COLLIER CREEK HOLDINGS UNIT 99/99/9999 G22707122 7409 692475 SH SOLE 692475 0 0 CONYERS PK II ACQUISITION CO UNIT 99/99/9999 212896203 3189 300000 SH SOLE 300000 0 0 COPART INC COM 217204106 32566 405398 SH SOLE 405398 0 0 CORELOGIC INC COM 21871D103 27673 598087 SH SOLE 598087 0 0 COSTAR GROUP INC COM 22160N109 27507 46371 SH SOLE 46371 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 125075 899756 SH SOLE 899756 0 0 CROWN HOLDINGS INC COM 228368106 50779 768679 SH SOLE 768679 0 0 CUBESMART COM 229663109 39744 1138795 SH SOLE 1138795 0 0 D R HORTON INC COM 23331A109 72956 1384103 SH SOLE 1384103 0 0 DANAHER CORPORATION COM 235851102 41939 290374 SH SOLE 290374 0 0 DESCARTES SYS GROUP INC COM 249906108 69839 1730114 SH SOLE 1730114 0 0 DIAMOND EAGLE ACQUISITION CO *W EXP 06/30/202 25258L117 333 333333 SH Call SOLE 333333 0 0 DIAMOND EAGLE ACQUISITION CO COM CL A 25258L109 9850 1000000 SH SOLE 1000000 0 0 DIAMONDROCK HOSPITALITY CO COM 252784301 10901 1063493 SH SOLE 1063493 0 0 DOCUSIGN INC COM 256163106 38452 620997 SH SOLE 620997 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 11550 120489 SH SOLE 120489 0 0 ENVESTNET INC COM 29404K106 7903 139377 SH SOLE 139377 0 0 EPR PPTYS COM SH BEN INT 26884U109 8473 110240 SH SOLE 110240 0 0 EQUIFAX INC COM 294429105 50404 358314 SH SOLE 358314 0 0 EQUINIX INC COM 29444U700 65346 113290 SH SOLE 113290 0 0 EVENTBRITE INC COM CL A 29975E109 149 8393 SH SOLE 8393 0 0 EVEREST RE GROUP LTD COM G3223R108 19860 74637 SH SOLE 74637 0 0 EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 29515 2016060 SH SOLE 2016060 0 0 FACTSET RESH SYS INC COM 303075105 23504 96737 SH SOLE 96737 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 96133 724108 SH SOLE 724108 0 0 FINTECH ACQUISITION CORP III *W EXP 12/01/202 31811A119 453 370988 SH Call SOLE 370988 0 0 FINTECH ACQUISITION CORP III COM CL A 31811A101 7720 766603 SH SOLE 766603 0 0 FIRST INDUSTRIAL REALTY TRUS COM 32054K103 7200 182001 SH SOLE 182001 0 0 FISERV INC COM 337738108 25928 250291 SH SOLE 250291 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 100795 351471 SH SOLE 351471 0 0 FORUM MERGER II CORP *W EXP 09/30/202 34986F111 294 498537 SH Call SOLE 498537 0 0 FORUM MERGER II CORP CL A 34986F103 5021 496650 SH SOLE 496650 0 0 FOUR CORNERS PPTY TR INC COM 35086T109 15630 552674 SH SOLE 552674 0 0 GALLAGHER ARTHUR J & CO COM 363576109 39023 435667 SH SOLE 435667 0 0 GAMING & LEISURE PPTYS INC COM 36467J108 45992 1202719 SH SOLE 1202719 0 0 GENPACT LIMITED SHS G3922B107 25456 656936 SH SOLE 656936 0 0 GLOBAL PMTS INC COM 37940X102 81090 510002 SH SOLE 510002 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 81090 391305 SH SOLE 391305 0 0 GORES METROPOULOS INC COM CL A 382872109 6060 600000 SH SOLE 600000 0 0 GORES METROPOULOS INC *W EXP 01/28/202 382872117 280 200000 SH Call SOLE 200000 0 0 GRACE W R & CO DEL NEW COM 38388F108 134908 2020787 SH SOLE 2020787 0 0 HCP INC COM 40414L109 17150 481329 SH SOLE 481329 0 0 HEALTHCARE TR AMER INC CL A NEW 42225P501 68831 2342800 SH SOLE 2342800 0 0 HEALTHEQUITY INC COM 42226A107 34122 597105 SH SOLE 597105 0 0 HEICO CORP NEW CL A 422806208 18521 190326 SH SOLE 190326 0 0 HENRY JACK & ASSOC INC COM 426281101 18845 129102 SH SOLE 129102 0 0 HIGHWOODS PPTYS INC COM 431284108 12199 271447 SH SOLE 271447 0 0 HOST HOTELS & RESORTS INC COM 44107P104 72920 4217467 SH SOLE 4217467 0 0 HYATT HOTELS CORP COM CL A 448579102 35716 484808 SH SOLE 484808 0 0 IHS MARKIT LTD SHS G47567105 34909 521966 SH SOLE 521966 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 53142 575943 SH SOLE 575943 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 19656 160207 SH SOLE 160207 0 0 INTERXION HOLDING N.V SHS N47279109 133848 1643113 SH SOLE 1643113 0 0 INTUIT COM 461202103 80319 302020 SH SOLE 302020 0 0 KORN FERRY COM NEW 500643200 14945 386770 SH SOLE 386770 0 0 LAMAR ADVERTISING CO NEW CL A 512816109 11507 140451 SH SOLE 140451 0 0 LANDCADIA HLDGS II INC *W EXP 05/09/202 51476X113 123 166666 SH Call SOLE 166666 0 0 LANDCADIA HLDGS II INC CL A 51476X105 4910 500000 SH SOLE 500000 0 0 LENNAR CORP CL A 526057104 6561 117472 SH SOLE 117472 0 0 LENNAR CORP CL B 526057302 17377 391644 SH SOLE 391644 0 0 LIBERTY PPTY TR SH BEN INT 531172104 6429 125246 SH SOLE 125246 0 0 LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 5959 633230 SH SOLE 633230 0 0 LIFE STORAGE INC COM 53223X107 22475 213214 SH SOLE 213214 0 0 LINDE PLC SHS G5494J103 20842 107586 SH SOLE 107586 0 0 LKQ CORP COM 501889208 34447 1095310 SH SOLE 1095310 0 0 LOWES COS INC COM 548661107 36771 334406 SH SOLE 334406 0 0 MARKEL CORP COM 570535104 9195 7780 SH SOLE 7780 0 0 MARSH & MCLENNAN COS INC COM 571748102 13839 138320 SH SOLE 138320 0 0 MASTERCARD INC CL A 57636Q104 68814 253395 SH SOLE 253395 0 0 MEDIDATA SOLUTIONS INC COM 58471A105 30594 334363 SH SOLE 334363 0 0 MERITAGE HOMES CORP COM 59001A102 4732 67267 SH SOLE 67267 0 0 MGM GROWTH PPTYS LLC CL A COM 55303A105 70930 2360407 SH SOLE 2360407 0 0 MICROSOFT CORP COM 594918104 67041 482207 SH SOLE 482207 0 0 MIDDLEBY CORP COM 596278101 66723 570772 SH SOLE 570772 0 0 MONDELEZ INTL INC CL A 609207105 42156 762043 SH SOLE 762043 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 38809 668424 SH SOLE 668424 0 0 MOODYS CORP COM 615369105 49940 243813 SH SOLE 243813 0 0 MSCI INC COM 55354G100 26376 121129 SH SOLE 121129 0 0 NATIONAL RETAIL PPTYS INC COM 637417106 11540 204615 SH SOLE 204615 0 0 OAKTREE ACQUISITION CORP UNIT 99/99/9999 G67145121 5080 500000 SH SOLE 500000 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 15724 92508 SH SOLE 92508 0 0 OUTFRONT MEDIA INC COM 69007J106 28794 1036514 SH SOLE 1036514 0 0 PAGSEGURO DIGITAL LTD COM CL A G68707101 62626 1352331 SH SOLE 1352331 0 0 PARK HOTELS RESORTS INC COM 700517105 7468 299074 SH SOLE 299074 0 0 PAYCHEX INC COM 704326107 52154 630106 SH SOLE 630106 0 0 PAYCOM SOFTWARE INC COM 70432V102 40937 195413 SH SOLE 195413 0 0 PAYLOCITY HLDG CORP COM 70438V106 48319 495176 SH SOLE 495176 0 0 PAYPAL HLDGS INC COM 70450Y103 36327 350678 SH SOLE 350678 0 0 PEBBLEBROOK HOTEL TR COM 70509V100 11240 404024 SH SOLE 404024 0 0 PEPSICO INC COM 713448108 5899 43025 SH SOLE 43025 0 0 PERKINELMER INC COM 714046109 86280 1013028 SH SOLE 1013028 0 0 POOL CORPORATION COM 73278L105 21751 107840 SH SOLE 107840 0 0 PPG INDS INC COM 693506107 1420 11982 SH SOLE 11982 0 0 RAYONIER INC COM 754907103 10681 378744 SH SOLE 378744 0 0 REALPAGE INC COM 75606N109 50175 798204 SH SOLE 798204 0 0 ROPER TECHNOLOGIES INC COM 776696106 19008 53304 SH SOLE 53304 0 0 RYMAN HOSPITALITY PPTYS INC COM 78377T107 6863 83887 SH SOLE 83887 0 0 S&P GLOBAL INC COM 78409V104 50092 204475 SH SOLE 204475 0 0 SABRE CORP COM 78573M104 24520 1094902 SH SOLE 1094902 0 0 SALESFORCE COM INC COM 79466L302 35512 239237 SH SOLE 239237 0 0 SC HEALTH CORP UNIT 99/99/9999 G78516302 5175 500000 SH SOLE 500000 0 0 SENSIENT TECHNOLOGIES CORP COM 81725T100 6857 99883 SH SOLE 99883 0 0 SERVICENOW INC COM 81762P102 41510 163521 SH SOLE 163521 0 0 SOUTH MTN MERGER CORP COM CL A 838884104 7350 750000 SH SOLE 750000 0 0 SOUTH MTN MERGER CORP *W EXP 06/20/202 838884112 319 375000 SH Call SOLE 375000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 5486 18486 SH SOLE 18486 0 0 SPIRIT MTA REIT COM SHS BEN IN 84861U105 3628 429835 SH SOLE 429835 0 0 SPIRIT RLTY CAP INC NEW COM NEW 84860W300 26965 563424 SH SOLE 563424 0 0 SPS COMMERCE INC COM 78463M107 18147 385523 SH SOLE 385523 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 94655 1835467 SH SOLE 1835467 0 0 STERIS PLC SHS USD G8473T100 20820 144093 SH SOLE 144093 0 0 STONECO LTD COM CL A G85158106 47291 1359715 SH SOLE 1359715 0 0 SUN CMNTYS INC COM 866674104 28450 191650 SH SOLE 191650 0 0 SUNSTONE HOTEL INVS INC NEW COM 867892101 36037 2622796 SH SOLE 2622796 0 0 TALEND S A ADS 874224207 6777 199448 SH SOLE 199448 0 0 TAYLOR MORRISON HOME CORP COM 87724P106 51889 2000357 SH SOLE 2000357 0 0 THE CHARLES SCHWAB CORPORATI COM 808513105 79024 1889179 SH SOLE 1889179 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 73051 250800 SH SOLE 250800 0 0 TOLL BROTHERS INC COM 889478103 37247 907368 SH SOLE 907368 0 0 TORTOISE ACQUISITION CORP CL A 89154L100 4940 500000 SH SOLE 500000 0 0 TORTOISE ACQUISITION CORP *W EXP 03/04/202 89154L118 152 249999 SH Call SOLE 249999 0 0 TRANSUNION COM 89400J107 35458 437158 SH SOLE 437158 0 0 TRI POINTE GROUP INC COM 87265H109 46878 3116914 SH SOLE 3116914 0 0 UDR INC COM 902653104 18559 382825 SH SOLE 382825 0 0 ULTA BEAUTY INC COM 90384S303 21256 84803 SH SOLE 84803 0 0 UNDER ARMOUR INC CL C 904311206 14681 809737 SH SOLE 809737 0 0 UNIFIRST CORP MASS COM 904708104 26874 137732 SH SOLE 137732 0 0 VEEVA SYS INC CL A COM 922475108 11825 77442 SH SOLE 77442 0 0 VERISK ANALYTICS INC COM 92345Y106 29826 188602 SH SOLE 188602 0 0 VICI PPTYS INC COM 925652109 39297 1734982 SH SOLE 1734982 0 0 VISA INC COM CL A 92826C839 36247 210725 SH SOLE 210725 0 0 WASTE CONNECTIONS INC COM 94106B101 22718 246933 SH SOLE 246933 0 0 WATERS CORP COM 941848103 8327 37301 SH SOLE 37301 0 0 WEINGARTEN RLTY INVS SH BEN INT 948741103 21818 748986 SH SOLE 748986 0 0 WEX INC COM 96208T104 94624 468274 SH SOLE 468274 0 0 WORKDAY INC CL A 98138H101 60851 358031 SH SOLE 358031 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 55712 1076774 SH SOLE 1076774 0 0 ZENDESK INC COM 98936J101 80941 1110600 SH SOLE 1110600 0 0 ZOETIS INC CL A 98978V103 42122 338085 SH SOLE 338085 0 0 ZUORA INC COM CL A 98983V106 15602 1036689 SH SOLE 1036689 0 0