Echo Street Capital Management was founded by Greg Poole in 2002. The investment firm manages around $12.98 billion per the second quarter’s 13F filings. Microsoft Corporation is the firm’s largest holding, accounting for 4.18 percent of its total assets. Echo Street Capital Management’s top ten holdings account for 20.74 percent of its portfolio, with stakes in healthcare, communications, information technology, finance, consumer discretionary, and real estate. Taiwan Semiconductor Manufacturing Company Limited and Procore Technologies, Inc. were the hedge fund’s top buys in the second quarter.
Insider Monkey takes a look at Greg Poole’s Echo Street Capital Management’s top 10 stock picks. As of June of this year, Echo Street Capital Management owned 460,357 shares of S&P Global Inc., valued at $188.95 million. IHS Markit Ltd, a London-based information provider, is slated to merge with the corporation. Equifax Inc. is a top stock in Greg Poole’s second-quarter portfolio. Equifax is owned by Echo Street Capital Management, which holds 791,774 shares worth $189.63 million, or 1.46 percent of its portfolio. Greg Poole’s top stock for the second quarter is Equifax Inc. Equifax accounts for 1.46 percent of Echo Street Capital Management’s portfolio, with 791,774 shares valued at $189.63 million. Sun Communities, Inc. is a Michigan-based real estate investment trust specializing in manufactured housing communities, marinas, and RV resorts. Echo Street Capital Management, owned by Greg Poole, holds 1.19 million shares in the company. Intuit Inc. is a financial software firm based in the United States specializing in tax, accounting, payroll, and credit management. TurboTax, QuickBooks, Credit Karma, and Mint are some of the company’s offerings. Insider Monkey’s database showed 66 hedge funds were optimistic on Intuit Inc. at the end of the second quarter of 2021, down from 68 the previous quarter. For more details, click Greg Poole’s Echo Street Capital Management’s Top 10 Stock Picks.