English Capital Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$170.8M
Q ending 2026-03-31
Prior quarter
$162.6M
Q ending 2025-12-31
Change
+5.1% QoQ · +27.4% YoY
Positions
36
reported holdings
Largest positions
All 36 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Arrow Electrs Inc | ARW | Shares | $11.3M | 79K |
| Aercap Holdings Nv | Shares | $9.5M | 69K | |
| Synchrony Financial | SYF | Shares | $7.6M | 111K |
| Globe Life Inc | GL | Shares | $7.4M | 53K |
| Hca Healthcare Inc | HCA | Shares | $7.3M | 15K |
| Applied Matls Inc | AMAT | Shares | $7.0M | 20K |
| Alphabet Inc | GOOG | Shares | $6.8M | 24K |
| Booking Holdings Inc | BKNG | Shares | $6.7M | 2K |
| Td Synnex Corporation | SNX | Shares | $6.2M | 37K |
| Taiwan Semiconductor Manufac | TSM | Shares | $6.1M | 18K |
| Ryanair Holdings Plc | RYAAY | Shares | $6.1M | 105K |
| The Cigna Group | CI | Shares | $5.9M | 22K |
| Slb Limited | SLB | Shares | $5.7M | 112K |
| Genpact Limited | Shares | $5.6M | 151K | |
| Ferguson Enterprises Inc | FERG | Shares | $5.6M | 24K |
| Titan Machy Inc | TITN | Shares | $4.9M | 293K |
| Elevance Health Inc Formerly | ELV | Shares | $4.5M | 16K |
| Amazon Com Inc | AMZN | Shares | $4.5M | 22K |
| Microsoft Corp | MSFT | Shares | $4.5M | 12K |
| Ally Finl Inc | ALLY | Shares | $4.3M | 111K |
| Texas Instrs Inc | TXN | Shares | $4.3M | 22K |
| Asml Hldg Nv | Shares | $3.9M | 3K | |
| Capital One Finl Corp | COF | Shares | $3.9M | 21K |
| Masco Corp | MAS | Shares | $3.8M | 63K |
| Markel Group Inc | MKL | Shares | $3.6M | 2K |
| Sea Ltd | SE | Shares | $3.6M | 44K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $3.6M | 5 |
| Alphabet Inc | GOOGL | Shares | $3.4M | 12K |
| British Amern Tob Plc | BTI | Shares | $3.2M | 55K |
| Amcor Plc | Shares | $3.0M | 76K | |
| Air Lease Corp | AVLA | Shares | $2.9M | 45K |
| M/I Homes Inc | MHO | Shares | $1.0M | 8K |
| Centene Corp Del | Call | $985K | 352K | |
| Meritage Homes Corp | MTH | Shares | $857K | 14K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $657K | 1K |
| Centene Corp Del | CNC | Shares | $448K | 14K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.