Holders — by stockHoldings — by fund
ENGLISH CAPITAL MANAGEMENT LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002010442
$217.2M
disclosed book value
36
positions
7.7%
largest position share
Positions, as of 2026-06-30
top 36 of 36 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ARWARROW ELECTRS INC | 78,875 | $16.8M | 7.7% |
| 2 | AERAERCAP HOLDINGS NV | 68,933 | $10.0M | 4.6% |
| 3 | AMATAPPLIED MATLS INC | 13,719 | $9.9M | 4.6% |
| 4 | HCAHCA HEALTHCARE INC | 53,401 | $9.5M | 4.4% |
| 5 | TXNTEXAS INSTRS INC | 35,330 | $9.4M | 4.3% |
| 6 | SNXTD SYNNEX CORPORATION | 18,098 | $8.6M | 4% |
| 7 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 111,407 | $8.5M | 3.9% |
| 8 | GOOGALPHABET INC | 23,537 | $8.3M | 3.8% |
| 9 | CENTENE CORP DELCALL | 351,900 | $7.7M | 3.6% |
| 10 | BKNGBOOKING HOLDINGS INC | 42,676 | $7.6M | 3.5% |
| 11 | SESEA LTD | 105,000 | $6.8M | 3.1% |
| 12 | MHOM/I HOMES INC | 16,502 | $6.4M | 3% |
| 13 | TITNTITAN MACHY INC | 293,069 | $6.2M | 2.8% |
| 14 | ELVELEVANCE HEALTH INC FORMERLY | 22,018 | $6.1M | 2.8% |
| 15 | FERGFERGUSON ENTERPRISES INC | 15,518 | $6.0M | 2.8% |
| 16 | GGENPACT LIMITED | 24,093 | $5.7M | 2.6% |
| 17 | ASMLASML HLDG NV | 2,872 | $5.7M | 2.6% |
| 18 | MSFTMICROSOFT CORP | 9,795 | $5.5M | 2.5% |
| 19 | CITHE CIGNA GROUP | 18,096 | $5.4M | 2.5% |
| 20 | CALMCAL MAINE FOODS INC | 66,525 | $5.4M | 2.5% |
| 21 | RYAAYRYANAIR HOLDINGS PLC | 188,300 | $5.3M | 2.4% |
| 22 | AMZNAMAZON COM INC | 21,779 | $5.2M | 2.4% |
| 23 | SYFSYNCHRONY FINANCIAL | 111,606 | $5.2M | 2.4% |
| 24 | MTHMERITAGE HOMES CORP | 63,298 | $5.2M | 2.4% |
| 25 | ALLYALLY FINL INC | 110,562 | $5.1M | 2.3% |
| 26 | PPCPILGRIMS PRIDE CORP | 12,739 | $4.8M | 2.2% |
| 27 | COFCAPITAL ONE FINL CORP | 21,176 | $4.2M | 2% |
| 28 | GOOGLALPHABET INC | 11,848 | $4.2M | 1.9% |
| 29 | SLBSLB LIMITED | 43,631 | $4.2M | 1.9% |
| 30 | GLGLOBE LIFE INC | 150,975 | $4.2M | 1.9% |
| 31 | BRK/ABERKSHIRE HATHAWAY INC DEL | 5 | $3.7M | 1.7% |
| 32 | MASMASCO CORP | 1,891 | $3.7M | 1.7% |
| 33 | BTIBRITISH AMERN TOB PLC | 54,529 | $3.4M | 1.6% |
| 34 | MKLMARKEL GROUP INC | 8,347 | $1.3M | 0.6% |
| 35 | METAMETA PLATFORMS INC | 13,857 | $1.2M | 0.5% |
| 36 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,371 | $686,035 | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.