ENGLISH CAPITAL MANAGEMENT LLC 13F Holdings

CIK 0002010442 · BLOOMFIELD HILLS, MI

As of Sep 30, 2025, ENGLISH CAPITAL MANAGEMENT LLC reported 36 positions worth 54.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ARROW ELECTRONICS INCARWTechnology78,875$9.5M6.17%
AERCAP HOLDINGS NVAERIndustrials68,933$8.3M5.39%
BOOKING HOLDINGS INCBKNGIndustrials1,514$8.2M5.28%
SYNCHRONY FINANCIALSYFFinancial Services111,407$7.9M5.11%
GLOBE LIFE INCGLFinancial Services53,401$7.6M4.93%
HCA HEALTHCARE INCHCAHealthcare15,457$6.6M4.26%
CIGNA GROUPCIHealthcare22,018$6.3M4.10%
GENPACT LTDGTechnology150,975$6.3M4.09%
RYANAIR HOLDINGS PLCRYAAYIndustrials105,000$6.3M4.09%
TD SYNNEX CORPSNXTechnology36,898$6.0M3.90%
ALPHABET INCGOOGEquity23,537$5.7M3.70%
FERGUSON ENTERPRISES INCFERGIndustrials24,093$5.4M3.50%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology18,098$5.1M3.27%
TITAN MACHINERY INCTITNIndustrials286,453$4.8M3.10%
CAPITAL ONE FINANCIAL CORPCOFFinancial Services21,176$4.5M2.91%
MASCO CORPMASBasic Materials63,298$4.5M2.88%
ALLY FINANCIAL INCALLYFinancial Services110,562$4.3M2.80%
APPLIED MATERIALS INCAMATTechnology20,420$4.2M2.70%
TEXAS INSTRUMENTS INCTXNTechnology22,000$4.0M2.61%
SLB LIMITEDSLBEquity111,606$3.8M2.48%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services5$3.8M2.44%
MARKEL GROUP INCMKLFinancial Services1,891$3.6M2.34%
AMCOR PLCAMCRConsumer Cyclical379,117$3.1M2.00%
BRITISH AMERICAN TOBACCO PLCBTIConsumer Defensive54,529$2.9M1.87%
ALPHABET INCGOOGLEquity11,848$2.9M1.86%