ENGLISH CAPITAL MANAGEMENT LLC
36 holdingsFiling period: 2026-03-31Current AUM: $200.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ARW | ARROW ELECTRS INC | 78.9K | $11.3M | $17.1M | 8.53% | -- | 2026-03-31 |
| 2 | — | AERCAP HOLDINGS NV | 68.9K | $9.5M | $9.5M | 4.72% | -- | 2026-03-31 |
| 3 | SYF | SYNCHRONY FINANCIAL | 111.4K | $7.6M | $8.4M | 4.22% | -- | 2026-03-31 |
| 4 | GL | GLOBE LIFE INC | 53.4K | $7.4M | $9.7M | 4.86% | -- | 2026-03-31 |
| 5 | HCA | HCA HEALTHCARE INC | 15.5K | $7.3M | $6.2M | 3.11% | -- | 2026-03-31 |
| 6 | AMAT | APPLIED MATLS INC | 20.4K | $7.0M | $10.4M | 5.18% | -- | 2026-03-31 |
| 7 | GOOG | ALPHABET INC | 23.5K | $6.8M | $8.4M | 4.19% | -- | 2026-03-31 |
| 8 | BKNG | BOOKING HOLDINGS INC | 1.6K | $6.7M | $7.7M | 3.85% | +85 | 2026-03-31 |
| 9 | SNX | TD SYNNEX CORPORATION | 36.9K | $6.2M | $9.4M | 4.71% | -- | 2026-03-31 |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 18.1K | $6.1M | $7.3M | 3.66% | -- | 2026-03-31 |
| 11 | RYAAY | RYANAIR HOLDINGS PLC | 105.0K | $6.1M | $6.1M | 3.07% | -- | 2026-03-31 |
| 12 | CI | THE CIGNA GROUP | 22.0K | $5.9M | $6.1M | 3.07% | -- | 2026-03-31 |
| 13 | SLB | SLB LIMITED | 111.6K | $5.7M | $5.5M | 2.77% | -- | 2026-03-31 |
| 14 | — | GENPACT LIMITED | 151.0K | $5.6M | $5.6M | 2.81% | -- | 2026-03-31 |
| 15 | FERG | FERGUSON ENTERPRISES INC | 24.1K | $5.6M | $5.6M | 2.82% | -- | 2026-03-31 |
| 16 | TITN | TITAN MACHY INC | 293.1K | $4.9M | $5.0M | 2.49% | +6.6K | 2026-03-31 |
| 17 | ELV | ELEVANCE HEALTH INC FORMERLY | 15.5K | $4.5M | $5.8M | 2.91% | +7.8K | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC | 21.8K | $4.5M | $5.9M | 2.95% | -- | 2026-03-31 |
| 19 | MSFT | MICROSOFT CORP | 12.2K | $4.5M | $5.7M | 2.82% | -- | 2026-03-31 |
| 20 | ALLY | ALLY FINL INC | 110.6K | $4.3M | $4.8M | 2.39% | -- | 2026-03-31 |
| 21 | TXN | TEXAS INSTRS INC | 22.0K | $4.3M | $6.1M | 3.03% | -- | 2026-03-31 |
| 22 | — | ASML HLDG NV | 2.9K | $3.9M | $3.9M | 1.95% | -- | 2026-03-31 |
| 23 | COF | CAPITAL ONE FINL CORP | 21.2K | $3.9M | $4.4M | 2.21% | -- | 2026-03-31 |
| 24 | MAS | MASCO CORP | 63.3K | $3.8M | $4.5M | 2.26% | -- | 2026-03-31 |
| 25 | MKL | MARKEL GROUP INC | 1.9K | $3.6M | $3.6M | 1.78% | -- | 2026-03-31 |
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