13F HOLDINGS REPORT
ENGLISH CAPITAL MANAGEMENT LLC
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001420506-25-001010
Total Value
$134.0M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AERCAP HOLDINGS NV | AER | 82,756 | $8.5M | 6.31% |
| 2 | ARROW ELECTRS INC | 042735100 | 73,875 | $7.7M | 5.72% |
| 3 | GENPACT LIMITED | G | 150,975 | $7.6M | 5.67% |
| 4 | THE CIGNA GROUP | 125523100 | 22,506 | $7.4M | 5.52% |
| 5 | GLOBE LIFE INC | GL-PD | 53,401 | $7.0M | 5.25% |
| 6 | BOOKING HOLDINGS INC | BKNG | 1,514 | $7.0M | 5.20% |
| 7 | SYNCHRONY FINANCIAL | SYF-PB | 117,557 | $6.2M | 4.64% |
| 8 | HCA HEALTHCARE INC | HCA | 15,457 | $5.3M | 3.98% |
| 9 | TITAN MACHY INC | KMCM | 286,453 | $4.9M | 3.64% |
| 10 | RYANAIR HOLDINGS PLC | RYAOF | 105,000 | $4.4M | 3.32% |
| 11 | MASCO CORP | MAS | 63,298 | $4.4M | 3.28% |
| 12 | SCHLUMBERGER LTD | SLB | 100,106 | $4.2M | 3.12% |
| 13 | ALLY FINL INC | 02005N100 | 110,562 | $4.0M | 3.01% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5 | $4.0M | 2.98% |
| 15 | TEXAS INSTRS INC | 882508104 | 22,000 | $4.0M | 2.95% |
| 16 | CENTENE CORP DEL | CNC | 64,771 | $3.9M | 2.93% |
| 17 | FERGUSON ENTERPRISES INC | FERG | 24,093 | $3.9M | 2.88% |
| 18 | TD SYNNEX CORPORATION | SNX | 36,898 | $3.8M | 2.86% |
| 19 | CAPITAL ONE FINL CORP | 14040H105 | 21,176 | $3.8M | 2.83% |
| 20 | ALPHABET INC | GOOG | 23,537 | $3.7M | 2.74% |
| 21 | BERRY GLOBAL GROUP INC | 08579W103 | 52,292 | $3.7M | 2.72% |
| 22 | MARKEL GROUP INC | MKL | 1,891 | $3.5M | 2.64% |
| 23 | LGI HOMES INC | LGIH | 50,760 | $3.4M | 2.52% |
| 24 | CARMAX INC | KMX | 43,301 | $3.4M | 2.52% |
| 25 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 18,098 | $3.0M | 2.24% |
| 26 | BRITISH AMERN TOB PLC | 110448107 | 60,781 | $2.5M | 1.88% |
| 27 | LLOYDS BANKING GROUP PLC | LLOBF | 629,115 | $2.4M | 1.79% |
| 28 | AIR LEASE CORP | AIIR | 44,746 | $2.2M | 1.61% |
| 29 | ASML HOLDING N V | ASMLF | 2,949 | $2.0M | 1.46% |
| 30 | ALPHABET INC | GOOG | 10,598 | $1.6M | 1.22% |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,371 | $730,167 | 0.54% |