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ENGLISH CAPITAL MANAGEMENT LLC
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $220,063,306
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ARROW ELECTRS INC · COM · 042735100 · shares: $17,904,625
- AERCAP HOLDINGS NV · SHS · N00985106 · shares: $9,893,264
- MICROSOFT CORP · COM · 594918104 · shares: $9,127,568
- TD SYNNEX CORPORATION · COM · 87162W100 · shares: $9,074,511
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $8,256,127
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $8,019,997
- SYNCHRONY FINANCIAL · COM · 87165B103 · shares: $7,906,555
- HCA HEALTHCARE INC · COM · 40412C101 · shares: $7,887,435
- GLOBE LIFE INC · COM · 37959E102 · shares: $7,594,224
- META PLATFORMS INC · CL A · 30303M102 · shares: $7,292,410
Reported holdings
37 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ARROW ELECTRS INC | COM | 042735100 | — | 78,875 shares | $17,904,625 |
| AERCAP HOLDINGS NV | SHS | N00985106 | — | 68,933 shares | $9,893,264 |
| MICROSOFT CORP | COM | 594918104 | — | 17,796 shares | $9,127,568 |
| TD SYNNEX CORPORATION | COM | 87162W100 | — | 35,330 shares | $9,074,511 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 18,098 shares | $8,256,127 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 23,537 shares | $8,019,997 |
| SYNCHRONY FINANCIAL | COM | 87165B103 | — | 111,407 shares | $7,906,555 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 18,483 shares | $7,887,435 |
| GLOBE LIFE INC | COM | 37959E102 | — | 45,845 shares | $7,594,224 |
| META PLATFORMS INC | CL A | 30303M102 | — | 10,056 shares | $7,292,410 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 42,676 shares | $6,952,347 |
| TITAN MACHY INC | COM | 88830R101 | — | 293,069 shares | $6,764,033 |
| AMAZON COM INC | COM | 023135106 | — | 25,504 shares | $6,354,322 |
| PILGRIMS PRIDE CORP | COM | 72147K108 | — | 231,400 shares | $6,250,114 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 15,518 shares | $6,033,709 |
| THE CIGNA GROUP | COM | 125523100 | — | 22,018 shares | $5,985,153 |
| CME GROUP INC | COM | 12572Q105 | — | 22,050 shares | $5,776,659 |
| RYANAIR HOLDINGS PLC | SPONSORED ADR | 783513203 | — | 105,000 shares | $5,776,050 |
| BROADCOM INC | COM | 11135F101 | — | 16,355 shares | $5,743,712 |
| CAL MAINE FOODS INC | COM NEW | 128030202 | — | 82,273 shares | $5,599,500 |
| SLB LIMITED | COM STK | 806857108 | — | 111,606 shares | $5,437,444 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | — | 24,093 shares | $5,363,584 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 27,566 shares | $5,322,168 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 2,872 shares | $5,203,116 |
| APPLIED MATLS INC | COM | 038222105 | — | 10,156 shares | $5,193,575 |
| TEXAS INSTRS INC | COM | 882508104 | — | 18,096 shares | $5,068,509 |
| GENPACT LIMITED | SHS | G3922B107 | — | 150,975 shares | $4,911,217 |
| MASCO CORP | COM | 574599106 | — | 63,298 shares | $4,266,285 |
| SEA LTD | SPONSORD ADS | 81141R100 | — | 43,631 shares | $4,247,914 |
| ALLY FINL INC | COM | 02005N100 | — | 110,562 shares | $4,159,342 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 11,848 shares | $4,076,660 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 5 shares | $3,735,025 |
| MARKEL GROUP INC | COM | 570535104 | — | 1,891 shares | $3,238,243 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | — | 54,529 shares | $2,966,378 |
| M/I HOMES INC | COM | 55305B101 | — | 8,347 shares | $1,127,930 |
| MERITAGE HOMES CORP | COM | 59001A102 | — | 13,857 shares | $870,912 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 1,371 shares | $682,689 |