ECHO STREET CAPITAL MANAGEMENT LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 166
New Positions 40
Increased Positions 91
Decreased Positions 74
Positions with Activity 165
Sold Out Positions 30
Total Mkt Value (in $ millions) 1,575

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

Sector Weighting

Basic Materials 2.39%
Capital Goods 7.39%
Conglomerates 0.02%
Consumer Cyclical 9.38%
Consumer/Non-Cyclical 5.43%
Energy 0%
Financial 15.86%
Healthcare 4.74%
Services 39.77%
Technology 9.33%
Transportation 2.61%
Utilities

166 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LKQ CORP COM 60,754 110 .18 2,189,341
SBA COMMUNICATIONS CORP COM 47,949 8,056 20.19 433,485
BROWN & BROWN INC COM 39,309 -898 (2.23) 1,207,280
LOWES COS INC COM 37,890 -491 (1.28) 721,434
FLEETCOR TECHNOLOGIES INC COM 37,416 -10,295 (21.58) 258,041
MID-AMER APT CMNTYS INC COM 36,387 11,565 46.59 506,072
VISA INC COM CL A 35,697 27,731 348.09 164,404
CROWN CASTLE INTL CORP COM 34,974 -1,071 (2.97) 438,715
FISERV INC COM 30,732 -21,951 (41.67) 478,911
ECOLAB INC COM 29,476 11,398 63.05 258,382
DUN & BRADSTREET CORP DEL NEW COM 26,992 7,463 38.22 228,878
GILDAN ACTIVEWEAR INC COM 23,290 4,521 24.09 402,724
WATSCO INC COM 22,723 3,327 17.15 243,235
OLD DOMINION FGHT LINES INC COM 22,593 8,539 60.76 338,933
ROPER INDS INC NEW COM 22,590 -16,572 (42.32) 149,800
AMERICAN TOWER CORP NEW COM 22,384 -11,518 (33.97) 226,563
SPIRIT RLTY CAP INC NEW COM 20,441 17,863 693.08 1,735,222
LAMAR ADVERTISING CO CL A 20,260 9,579 89.69 386,857
CLARCOR INC COM 19,890 8,262 71.04 318,296
ROSS STORES INC COM 19,507 9,515 95.23 259,569