13F HOLDINGS REPORT
ENGLISH CAPITAL MANAGEMENT LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001420506-25-003073
Total Value
$154.8M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARROW ELECTRS INC | 042735100 | 78,875 | $9.5M | 6.17% |
| 2 | AERCAP HOLDINGS NV | AER | 68,933 | $8.3M | 5.39% |
| 3 | BOOKING HOLDINGS INC | BKNG | 1,514 | $8.2M | 5.28% |
| 4 | SYNCHRONY FINANCIAL | SYF-PB | 111,407 | $7.9M | 5.11% |
| 5 | GLOBE LIFE INC | GL-PD | 53,401 | $7.6M | 4.93% |
| 6 | HCA HEALTHCARE INC | HCA | 15,457 | $6.6M | 4.26% |
| 7 | THE CIGNA GROUP | 125523100 | 22,018 | $6.3M | 4.10% |
| 8 | GENPACT LIMITED | G | 150,975 | $6.3M | 4.09% |
| 9 | RYANAIR HOLDINGS PLC | RYAOF | 105,000 | $6.3M | 4.09% |
| 10 | TD SYNNEX CORPORATION | SNX | 36,898 | $6.0M | 3.90% |
| 11 | ALPHABET INC | GOOG | 23,537 | $5.7M | 3.70% |
| 12 | FERGUSON ENTERPRISES INC | FERG | 24,093 | $5.4M | 3.50% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 18,098 | $5.1M | 3.27% |
| 14 | TITAN MACHY INC | KMCM | 286,453 | $4.8M | 3.10% |
| 15 | CAPITAL ONE FINL CORP | 14040H105 | 21,176 | $4.5M | 2.91% |
| 16 | MASCO CORP | MAS | 63,298 | $4.5M | 2.88% |
| 17 | ALLY FINL INC | 02005N100 | 110,562 | $4.3M | 2.80% |
| 18 | APPLIED MATLS INC | 038222105 | 20,420 | $4.2M | 2.70% |
| 19 | TEXAS INSTRS INC | 882508104 | 22,000 | $4.0M | 2.61% |
| 20 | SCHLUMBERGER LTD | SLB | 111,606 | $3.8M | 2.48% |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5 | $3.8M | 2.44% |
| 22 | MARKEL GROUP INC | MKL | 1,891 | $3.6M | 2.34% |
| 23 | AMCOR PLC | AMCCF | 379,117 | $3.1M | 2.00% |
| 24 | BRITISH AMERN TOB PLC | 110448107 | 54,529 | $2.9M | 1.87% |
| 25 | ALPHABET INC | GOOG | 11,848 | $2.9M | 1.86% |
| 26 | ASML HOLDING N V | ASMLF | 2,949 | $2.9M | 1.84% |
| 27 | AIR LEASE CORP | AIIR | 44,746 | $2.8M | 1.84% |
| 28 | UNITEDHEALTH GROUP INC | UNH | 7,841 | $2.7M | 1.75% |
| 29 | ELEVANCE HEALTH INC FORMERLY | ELV | 7,682 | $2.5M | 1.60% |
| 30 | CARMAX INC | KMX | 43,301 | $1.9M | 1.26% |
| 31 | CENTENE CORP DEL | CNC | 351,900 | $1.8M | 1.18% |
| 32 | M/I HOMES INC | MHO | 8,347 | $1.2M | 0.78% |
| 33 | MERITAGE HOMES CORP | MTH | 13,857 | $1.0M | 0.65% |
| 34 | LGI HOMES INC | LGIH | 17,400 | $899,754 | 0.58% |
| 35 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,371 | $689,257 | 0.45% |
| 36 | CENTENE CORP DEL | CNC | 13,679 | $488,067 | 0.32% |