0000919574-23-004582.txt : 20230814 0000919574-23-004582.hdr.sgml : 20230814 20230811175443 ACCESSION NUMBER: 0000919574-23-004582 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230811 EFFECTIVENESS DATE: 20230814 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: 231165427 BUSINESS ADDRESS: STREET 1: 12 EAST 49TH STREET STREET 2: 44TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 212-647-8295 MAIL ADDRESS: STREET 1: 12 EAST 49TH STREET STREET 2: 44TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001352342 XXXXXXXX 06-30-2023 06-30-2023 false Echo Street Capital Management LLC

12 East 49th Street 44th FLOOR New York NY 10017

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PHILLIPS 66 COM 718546104 627600 6580 SH SOLE 6580 0 0 PINNACLE WEST CAP CORP COM 723484101 602315 7394 SH SOLE 7394 0 0 PLANET FITNESS INC CL A 72703H101 663340 9836 SH SOLE 9836 0 0 POOL CORP COM 73278L105 156801451 418539 SH SOLE 418539 0 0 POST HLDGS INC COM 737446104 276327 3189 SH SOLE 3189 0 0 PPG INDS INC COM 693506107 401300 2706 SH SOLE 2706 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 137679075 2115861 SH SOLE 2115861 0 0 PROCTER AND GAMBLE CO COM 742718109 463110 3052 SH SOLE 3052 0 0 PVH CORPORATION COM 693656100 476257 5605 SH SOLE 5605 0 0 QORVO INC COM 74736K101 865725 8485 SH SOLE 8485 0 0 QUEST DIAGNOSTICS INC COM 74834L100 347183 2470 SH SOLE 2470 0 0 QUIDELORTHO CORP COM 219798105 810868 9786 SH SOLE 9786 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 767419 7834 SH SOLE 7834 0 0 REGAL REXNORD CORPORATION COM 758750103 237468 1543 SH SOLE 1543 0 0 REGENERON PHARMACEUTICALS COM 75886F107 811232 1129 SH SOLE 1129 0 0 REINSURANCE GRP OF AMERICA I COM NEW 759351604 1002867 7231 SH SOLE 7231 0 0 RENAISSANCERE HLDGS LTD COM G7496G103 528411 2833 SH SOLE 2833 0 0 REPLIGEN CORP COM 759916109 418439 2958 SH SOLE 2958 0 0 RESMED INC COM 761152107 1133797 5189 SH SOLE 5189 0 0 REVVITY INC COM 714046109 106422298 895886 SH SOLE 895886 0 0 RINGCENTRAL INC CL A 76680R206 403659 12333 SH SOLE 12333 0 0 ROBLOX CORP CL A 771049103 230274 5714 SH SOLE 5714 0 0 ROLLINS INC COM 775711104 957979 22367 SH SOLE 22367 0 0 ROPER TECHNOLOGIES INC COM 776696106 125823918 261697 SH SOLE 261697 0 0 ROSS STORES INC COM 778296103 228969 2042 SH SOLE 2042 0 0 ROYAL GOLD INC COM 780287108 831925 7248 SH SOLE 7248 0 0 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 666720 21689 SH SOLE 21689 0 0 S&P GLOBAL INC COM 78409V104 136626118 340807 SH SOLE 340807 0 0 SAIA INC COM 78709Y105 407810 1191 SH SOLE 1191 0 0 SALESFORCE INC COM 79466L302 1298615 6147 SH SOLE 6147 0 0 SAREPTA THERAPEUTICS INC COM 803607100 932422 8142 SH SOLE 8142 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 1219289 5261 SH SOLE 5261 0 0 SCHLUMBERGER LTD COM STK 806857108 297913 6065 SH SOLE 6065 0 0 SCHWAB CHARLES CORP COM 808513105 308339 5440 SH SOLE 5440 0 0 SCOTTS MIRACLE-GRO CO CL A 810186106 896091 14294 SH SOLE 14294 0 0 SEMPRA COM 816851109 226538 1556 SH SOLE 1556 0 0 SERVICE CORP INTL COM 817565104 235431 3645 SH SOLE 3645 0 0 SERVICENOW INC COM 81762P102 1029529 1832 SH SOLE 1832 0 0 SHOCKWAVE MED INC COM 82489T104 1243817 4358 SH SOLE 4358 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 267750 10306 SH SOLE 10306 0 0 SKECHERS U S A INC CL A 830566105 1782067 33841 SH SOLE 33841 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 236987 2141 SH SOLE 2141 0 0 SMARTSHEET INC COM CL A 83200N103 1159431 30304 SH SOLE 30304 0 0 SMITH A O CORP COM 831865209 313100 4302 SH SOLE 4302 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 1185165 4405 SH SOLE 4405 0 0 SONOCO PRODS CO COM 835495102 1692576 28678 SH SOLE 28678 0 0 SOUTHERN CO COM 842587107 227961 3245 SH SOLE 3245 0 0 SOUTHERN COPPER CORP COM 84265V105 251377 3504 SH SOLE 3504 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 53618262 120958 SH SOLE 120958 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 243853 8354 SH SOLE 8354 0 0 SPLUNK INC COM 848637104 556442 5245 SH SOLE 5245 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 1708091 10639 SH SOLE 10639 0 0 STARBUCKS CORP COM 855244109 501145 5059 SH SOLE 5059 0 0 STATE STR CORP COM 857477103 403149 5509 SH SOLE 5509 0 0 STEEL DYNAMICS INC COM 858119100 310124 2847 SH SOLE 2847 0 0 STRYKER CORPORATION COM 863667101 467703 1533 SH SOLE 1533 0 0 SUN CMNTYS INC COM 866674104 123569625 947184 SH SOLE 947184 0 0 SYNOPSYS INC COM 871607107 738455 1696 SH SOLE 1696 0 0 SYSCO CORP COM 871829107 396673 5346 SH SOLE 5346 0 0 TAPESTRY INC COM 876030107 539580 12607 SH SOLE 12607 0 0 TARGET CORP COM 87612E106 683242 5180 SH SOLE 5180 0 0 TAYLOR MORRISON HOME CORP COM 87724P106 349730 7171 SH SOLE 7171 0 0 TE CONNECTIVITY LTD SHS H84989104 279059 1991 SH SOLE 1991 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 794676 1933 SH SOLE 1933 0 0 TENET HEALTHCARE CORP COM NEW 88033G407 527587 6483 SH SOLE 6483 0 0 TESLA INC COM 88160R101 329307 1258 SH SOLE 1258 0 0 TEXAS INSTRS INC COM 882508104 318095 1767 SH SOLE 1767 0 0 TEXAS PACIFIC LAND CORPORATI COM 88262P102 595058 452 SH SOLE 452 0 0 TEXTRON INC COM 883203101 305079 4511 SH SOLE 4511 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 114065507 218621 SH SOLE 218621 0 0 TOAST INC CL A 888787108 123489047 5471380 SH SOLE 5471380 0 0 TOLL BROTHERS INC COM 889478103 996045 12597 SH SOLE 12597 0 0 TORO CO COM 891092108 772032 7595 SH SOLE 7595 0 0 TRACTOR SUPPLY CO COM 892356106 399528 1807 SH SOLE 1807 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 3954109 20674 SH SOLE 20674 0 0 TRANSDIGM GROUP INC COM 893641100 248579 278 SH SOLE 278 0 0 TRAVELERS COMPANIES INC COM 89417E109 572210 3295 SH SOLE 3295 0 0 TRI POINTE HOMES INC COM 87265H109 102751478 3126947 SH SOLE 3126947 0 0 TRIPADVISOR INC COM 896945201 488022 29595 SH SOLE 29595 0 0 TWILIO INC CL A 90138F102 366451 5760 SH SOLE 5760 0 0 TYLER TECHNOLOGIES INC COM 902252105 227546714 546370 SH SOLE 546370 0 0 UGI CORP NEW COM 902681105 915847 33958 SH SOLE 33958 0 0 ULTA BEAUTY INC COM 90384S303 278592 592 SH SOLE 592 0 0 UNDER ARMOUR INC CL A 904311107 724505 100347 SH SOLE 100347 0 0 UNITED AIRLS HLDGS INC COM 910047109 402142 7329 SH SOLE 7329 0 0 UNITED STATES STL CORP NEW COM 912909108 1345738 53808 SH SOLE 53808 0 0 UNITEDHEALTH GROUP INC COM 91324P102 228687551 475798 SH SOLE 475798 0 0 UNIVAR SOLUTIONS INC COM 91336L107 663721 18519 SH SOLE 18519 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 945349 6559 SH SOLE 6559 0 0 UNUM GROUP COM 91529Y106 446472 9360 SH SOLE 9360 0 0 VALERO ENERGY CORP COM 91913Y100 565269 4819 SH SOLE 4819 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1048933 3707 SH SOLE 3707 0 0 VEEVA SYS INC CL A COM 922475108 160873721 813603 SH SOLE 813603 0 0 VERISIGN INC COM 92343E102 120277504 532272 SH SOLE 532272 0 0 VERISK ANALYTICS INC COM 92345Y106 231455 1024 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COM 958102105 287320 7575 SH SOLE 7575 0 0 WESTERN UN CO COM 959802109 1988282 169504 SH SOLE 169504 0 0 WEX INC COM 96208T104 1157237 6356 SH SOLE 6356 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 569513 11917 SH SOLE 11917 0 0 WINGSTOP INC COM 974155103 1009607 5044 SH SOLE 5044 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 2171132 31663 SH SOLE 31663 0 0 XEROX HOLDINGS CORP COM NEW 98421M106 301493 20248 SH SOLE 20248 0 0 XYLEM INC COM 98419M100 520755 4624 SH SOLE 4624 0 0 YETI HLDGS INC COM 98585X104 559840 14414 SH SOLE 14414 0 0 YUM CHINA HLDGS INC COM 98850P109 770830 13643 SH SOLE 13643 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 915838 18222 SH SOLE 18222 0 0 ZILLOW GROUP INC CL A 98954M101 35054459 712489 SH SOLE 712489 0 0 ZOETIS INC CL A 98978V103 764785 4441 SH SOLE 4441 0 0 ZSCALER INC COM 98980G102 215939 1476 SH SOLE 1476 0 0