ECHO STREET CAPITAL MANAGEMENT LLC Information

375 PARK AVENUE, NEW YORK, New York, 10152, (212) 647-8126

Report Date: 03/31/2015

Position Statistics

Total Positions 162
New Positions 39
Increased Positions 82
Decreased Positions 80
Positions with Activity 162
Sold Out Positions 35
Total Mkt Value (in $ millions) 1,748

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 5.61%
Capital Goods 10.31%
Conglomerates 0.29%
Consumer Cyclical 8.09%
Consumer/Non-Cyclical 6.69%
Energy 1.55%
Financial 14.03%
Healthcare 1.25%
Services 30.52%
Technology 12.64%
Transportation 5.42%
Utilities

162 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EQUINIX INC COM PAR $0.001 68,234 15,363 29.06 244,372
LKQ CORP COM 58,851 -617 (1.04) 1,876,028
HEARTLAND PMT SYS INC COM 58,309 22,042 60.78 1,030,930
ECOLAB INC COM 55,546 17,891 47.52 481,667
AMERICAN TOWER CORP NEW COM 50,184 50,184 New 521,009
CLARCOR INC COM 40,117 3,196 8.66 676,390
SBA COMMUNICATIONS CORP COM 36,434 -14,702 (28.75) 311,908
UNION PAC CORP COM 35,785 22,291 165.18 363,192
AMETEK INC NEW COM 35,513 2,842 8.70 665,782
GILDAN ACTIVEWEAR INC COM 32,865 -224 (0.68) 967,756
FLEETCOR TECHNOLOGIES INC COM 30,006 -1,115 (3.58) 195,163
WATSCO INC COM 29,978 -15,148 (33.57) 238,850
ALLEGION PUB LTD CO ORD SHS 28,438 1,943 7.34 446,091
DEALERTRACK TECHNOLOGIES INC COM 28,157 28,157 New 453,780
M D C HLDGS INC COM 28,028 1,320 4.94 948,185
IHS INC CL A 27,024 18,347 211.42 215,625
OLD DOMINION FGHT LINES INC COM 27,013 8,071 42.61 382,777
DUN & BRADSTREET CORP DEL NEW COM 25,705 -1,580 (5.79) 205,521
MERITAGE HOMES CORP COM 25,604 -21,924 (46.13) 559,782
LAMAR ADVERTISING CO NEW CL A 25,542 5,695 28.70 432,763


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