13F HOLDINGS REPORT
ENGLISH CAPITAL MANAGEMENT LLC
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001420506-26-000252
Total Value
$162.6M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AERCAP HOLDINGS NV | AER | 68,933 | $9.9M | 6.10% |
| 2 | SYNCHRONY FINANCIAL | SYF-PB | 111,407 | $9.3M | 5.72% |
| 3 | ARROW ELECTRS INC | 042735100 | 78,875 | $8.7M | 5.35% |
| 4 | BOOKING HOLDINGS INC | BKNG | 1,514 | $8.1M | 4.99% |
| 5 | RYANAIR HOLDINGS PLC | RYAOF | 105,000 | $7.6M | 4.66% |
| 6 | GLOBE LIFE INC | GL-PD | 53,401 | $7.5M | 4.59% |
| 7 | ALPHABET INC | GOOG | 23,537 | $7.4M | 4.54% |
| 8 | HCA HEALTHCARE INC | HCA | 15,457 | $7.2M | 4.44% |
| 9 | GENPACT LIMITED | G | 150,975 | $7.1M | 4.34% |
| 10 | THE CIGNA GROUP | 125523100 | 22,018 | $6.1M | 3.73% |
| 11 | TD SYNNEX CORPORATION | SNX | 36,898 | $5.5M | 3.41% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 18,098 | $5.5M | 3.38% |
| 13 | FERGUSON ENTERPRISES INC | FERG | 24,093 | $5.4M | 3.30% |
| 14 | APPLIED MATLS INC | 038222105 | 20,420 | $5.2M | 3.23% |
| 15 | CAPITAL ONE FINL CORP | 14040H105 | 21,176 | $5.1M | 3.16% |
| 16 | ALLY FINL INC | 02005N100 | 110,562 | $5.0M | 3.08% |
| 17 | TITAN MACHY INC | KMCM | 286,453 | $4.3M | 2.65% |
| 18 | SLB LIMITED | SLB | 111,606 | $4.3M | 2.63% |
| 19 | MARKEL GROUP INC | MKL | 1,891 | $4.1M | 2.50% |
| 20 | MASCO CORP | MAS | 63,298 | $4.0M | 2.47% |
| 21 | TEXAS INSTRS INC | 882508104 | 22,000 | $3.8M | 2.35% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5 | $3.8M | 2.32% |
| 23 | ALPHABET INC | GOOG | 11,848 | $3.7M | 2.28% |
| 24 | AMCOR PLC | AMCCF | 379,117 | $3.2M | 1.94% |
| 25 | ASML HOLDING N V | ASMLF | 2,949 | $3.2M | 1.94% |
| 26 | BRITISH AMERN TOB PLC | 110448107 | 54,529 | $3.1M | 1.90% |
| 27 | AIR LEASE CORP | AIIR | 44,746 | $2.9M | 1.77% |
| 28 | ELEVANCE HEALTH INC FORMERLY | ELV | 7,682 | $2.7M | 1.66% |
| 29 | UNITEDHEALTH GROUP INC | UNH | 7,841 | $2.6M | 1.59% |
| 30 | CENTENE CORP DEL | CNC | 351,900 | $2.5M | 1.53% |
| 31 | M/I HOMES INC | MHO | 8,347 | $1.1M | 0.66% |
| 32 | MERITAGE HOMES CORP | MTH | 13,857 | $911,791 | 0.56% |
| 33 | LGI HOMES INC | LGIH | 17,400 | $747,504 | 0.46% |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,371 | $689,133 | 0.42% |
| 35 | CENTENE CORP DEL | CNC | 13,679 | $562,891 | 0.35% |