ENGLISH CAPITAL MANAGEMENT LLC
36 holdingsFiling period: 2026-06-30Current AUM: $211.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ARW | ARROW ELECTRS INC | 78.9K | $16.8M | $16.8M | 7.95% | -- | 2026-06-30 |
| 2 | — | AERCAP HOLDINGS NV | 68.9K | $10.0M | $10.0M | 4.76% | -- | 2026-06-30 |
| 3 | AMAT | APPLIED MATLS INC | 13.7K | $9.9M | $5.8M | 2.73% | -6,701 | 2026-06-30 |
| 4 | HCA | HCA HEALTHCARE INC | 53.4K | $9.5M | $10.4M | 4.91% | +37.9K | 2026-06-30 |
| 5 | TXN | TEXAS INSTRS INC | 35.3K | $9.4M | $8.3M | 3.95% | +13.3K | 2026-06-30 |
| 6 | SNX | TD SYNNEX CORPORATION | 18.1K | $8.6M | $8.5M | 4.02% | -18,800 | 2026-06-30 |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 111.4K | $8.5M | $7.3M | 3.47% | +93.3K | 2026-06-30 |
| 8 | GOOG | ALPHABET INC | 23.5K | $8.3M | $8.0M | 3.80% | -- | 2026-06-30 |
| 9 | CNC | CENTENE CORP DEL | 351.9K | $7.7M | $8.2M | 3.86% | -- | 2026-06-30 |
| 10 | BKNG | BOOKING HOLDINGS INC | 42.7K | $7.6M | $7.3M | 3.46% | +41.1K | 2026-06-30 |
| 11 | SE | SEA LTD | 105.0K | $6.8M | $7.3M | 3.45% | +61.4K | 2026-06-30 |
| 12 | MHO | M/I HOMES INC | 16.5K | $6.4M | $5.7M | 2.70% | +8.2K | 2026-06-30 |
| 13 | TITN | TITAN MACHY INC | 293.1K | $6.2M | $7.1M | 3.37% | -- | 2026-06-30 |
| 14 | ELV | ELEVANCE HEALTH INC FORMERLY | 22.0K | $6.1M | $6.6M | 3.10% | +6.5K | 2026-06-30 |
| 15 | FERG | FERGUSON ENTERPRISES INC | 15.5K | $6.0M | $5.4M | 2.57% | -8,575 | 2026-06-30 |
| 16 | — | GENPACT LIMITED | 24.1K | $5.7M | $5.7M | 2.71% | -126,882 | 2026-06-30 |
| 17 | — | ASML HLDG NV | 2.9K | $5.7M | $5.7M | 2.70% | -77 | 2026-06-30 |
| 18 | MSFT | MICROSOFT CORP | 9.8K | $5.5M | $7.4M | 3.48% | -2,369 | 2026-06-30 |
| 19 | CI | THE CIGNA GROUP | 18.1K | $5.4M | $5.7M | 2.67% | -3,922 | 2026-06-30 |
| 20 | CALM | CAL MAINE FOODS INC | 66.5K | $5.4M | $4.9M | 2.34% | -- | 2026-06-30 |
| 21 | RYAAY | RYANAIR HOLDINGS PLC | 188.3K | $5.3M | $4.2M | 2.01% | +83.3K | 2026-06-30 |
| 22 | AMZN | AMAZON COM INC | 21.8K | $5.2M | $5.4M | 2.56% | -- | 2026-06-30 |
| 23 | SYF | SYNCHRONY FINANCIAL | 111.6K | $5.2M | $5.2M | 2.46% | +199 | 2026-06-30 |
| 24 | MTH | MERITAGE HOMES CORP | 63.3K | $5.2M | $4.0M | 1.91% | +49.4K | 2026-06-30 |
| 25 | ALLY | ALLY FINL INC | 110.6K | $5.1M | $4.6M | 2.18% | -- | 2026-06-30 |
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