13F HOLDINGS REPORT
ENGLISH CAPITAL MANAGEMENT LLC
Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0001420506-25-001828
Total Value
$151.3M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARROW ELECTRS INC | 042735100 | 78,875 | $10.1M | 6.64% |
| 2 | AERCAP HOLDINGS NV | AER | 82,756 | $9.7M | 6.40% |
| 3 | BOOKING HOLDINGS INC | BKNG | 1,514 | $8.8M | 5.79% |
| 4 | SYNCHRONY FINANCIAL | SYF-PB | 128,844 | $8.6M | 5.68% |
| 5 | THE CIGNA GROUP | 125523100 | 22,018 | $7.3M | 4.81% |
| 6 | GENPACT LIMITED | G | 150,975 | $6.6M | 4.39% |
| 7 | GLOBE LIFE INC | GL-PD | 53,401 | $6.6M | 4.39% |
| 8 | RYANAIR HOLDINGS PLC | RYAOF | 105,000 | $6.1M | 4.00% |
| 9 | HCA HEALTHCARE INC | HCA | 15,457 | $5.9M | 3.91% |
| 10 | TITAN MACHY INC | KMCM | 286,453 | $5.7M | 3.75% |
| 11 | FERGUSON ENTERPRISES INC | FERG | 24,093 | $5.2M | 3.47% |
| 12 | TD SYNNEX CORPORATION | SNX | 36,898 | $5.0M | 3.31% |
| 13 | TEXAS INSTRS INC | 882508104 | 22,000 | $4.6M | 3.02% |
| 14 | CAPITAL ONE FINL CORP | 14040H105 | 21,176 | $4.5M | 2.98% |
| 15 | ALLY FINL INC | 02005N100 | 110,562 | $4.3M | 2.85% |
| 16 | ALPHABET INC | GOOG | 23,537 | $4.2M | 2.76% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 18,098 | $4.1M | 2.71% |
| 18 | MASCO CORP | MAS | 63,298 | $4.1M | 2.69% |
| 19 | MARKEL GROUP INC | MKL | 1,891 | $3.8M | 2.50% |
| 20 | SCHLUMBERGER LTD | SLB | 111,606 | $3.8M | 2.49% |
| 21 | APPLIED MATLS INC | 038222105 | 20,420 | $3.7M | 2.47% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5 | $3.6M | 2.41% |
| 23 | AMCOR PLC | AMCCF | 379,117 | $3.5M | 2.30% |
| 24 | CENTENE CORP DEL | CNC | 53,679 | $2.9M | 1.93% |
| 25 | CARMAX INC | KMX | 43,301 | $2.9M | 1.92% |
| 26 | BRITISH AMERN TOB PLC | 110448107 | 60,781 | $2.9M | 1.90% |
| 27 | AIR LEASE CORP | AIIR | 44,746 | $2.6M | 1.73% |
| 28 | UNITEDHEALTH GROUP INC | UNH | 7,841 | $2.4M | 1.62% |
| 29 | ASML HOLDING N V | ASMLF | 2,949 | $2.4M | 1.56% |
| 30 | ALPHABET INC | GOOG | 11,848 | $2.1M | 1.38% |
| 31 | M/I HOMES INC | MHO | 8,347 | $935,866 | 0.62% |
| 32 | MERITAGE HOMES CORP | MTH | 13,857 | $928,003 | 0.61% |
| 33 | LGI HOMES INC | LGIH | 17,400 | $896,448 | 0.59% |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,371 | $665,991 | 0.44% |