ECHO STREET CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 169
New Positions 26
Increased Positions 71
Decreased Positions 98
Positions with Activity 169
Sold Out Positions 46
Total Mkt Value (in $ millions) 1,695

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

Sector Weighting

Basic Materials 5.03%
Capital Goods 12.8%
Conglomerates 0.32%
Consumer Cyclical 7.99%
Consumer/Non-Cyclical 4.3%
Energy 0.51%
Financial 14.91%
Healthcare 2.12%
Services 29.12%
Technology 13.88%
Transportation 3.01%
Utilities

169 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SBA COMMUNICATIONS CORP COM 53,049 1,634 3.18 437,771
LKQ CORP COM 48,492 1,258 2.66 1,895,685
MERITAGE HOMES CORP COM 47,175 22,618 92.10 1,039,097
EQUINIX INC COM PAR $0.001 46,592 24,071 106.88 189,350
WATSCO INC COM 44,644 -12,001 (21.19) 359,543
CLARCOR INC COM 41,353 9,119 28.29 622,511
PERKINELMER INC COM 38,865 17,268 79.95 752,464
ECOLAB INC COM 37,743 19,939 111.99 326,521
LOWES COS INC COM 37,450 -9,279 (19.86) 511,891
MID-AMER APT CMNTYS INC COM 34,875 -12,312 (26.09) 454,519
HEARTLAND PMT SYS INC COM 33,010 6,124 22.78 641,223
MCGRAW HILL FINL INC COM 32,910 3,161 10.63 309,798
FLEETCOR TECHNOLOGIES INC COM 32,839 -2,655 (7.48) 202,412
AMETEK INC NEW COM 32,052 5,628 21.30 612,507
GILDAN ACTIVEWEAR INC COM 31,082 -3,081 (9.02) 974,352
HILTON WORLDWIDE HLDGS INC COM 30,612 30,612 New 1,010,959
FISERV INC COM 30,073 1,973 7.02 379,371
SPIRIT RLTY CAP INC NEW COM 29,888 5,697 23.55 2,532,873
AMERICAN INTL GROUP INC COM NEW 29,193 7,483 34.47 512,239
DUN & BRADSTREET CORP DEL NEW COM 28,765 -3,660 (11.29) 218,151