English Capital Management as of March 31, 2024
Portfolio Holdings for English Capital Management
English Capital Management holds 33 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aercap Holdings Nv SHS (AER) | 8.5 | $11M | 125k | 86.91 | |
| Arrow Electronics (ARW) | 6.9 | $8.8M | 68k | 129.46 | |
| Cigna Corp (CI) | 5.5 | $7.0M | 19k | 363.19 | |
| Micron Technology (MU) | 4.6 | $5.9M | 50k | 117.89 | |
| Booking Holdings (BKNG) | 4.3 | $5.5M | 1.5k | 3627.88 | |
| Ally Financial (ALLY) | 4.3 | $5.5M | 135k | 40.59 | |
| Genpact SHS (G) | 4.3 | $5.4M | 165k | 32.95 | |
| Ferguson SHS | 4.1 | $5.3M | 24k | 218.43 | |
| Hca Holdings (HCA) | 4.1 | $5.2M | 16k | 333.53 | |
| Synchrony Financial (SYF) | 4.0 | $5.1M | 118k | 43.12 | |
| Masco Corporation (MAS) | 3.9 | $5.0M | 63k | 78.88 | |
| Capital One Financial (COF) | 3.7 | $4.6M | 31k | 148.89 | |
| SYNNEX Corporation (SNX) | 3.3 | $4.1M | 37k | 113.10 | |
| Centene Corporation (CNC) | 3.2 | $4.1M | 52k | 78.48 | |
| Texas Instruments Incorporated (TXN) | 3.0 | $3.8M | 22k | 174.21 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.0 | $3.8M | 6.00 | 634440.00 | |
| CarMax (KMX) | 3.0 | $3.8M | 43k | 87.11 | |
| Schlumberger Com Stk (SLB) | 2.9 | $3.7M | 67k | 54.81 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $3.6M | 11k | 338.15 | |
| Globe Life (GL) | 2.7 | $3.4M | 29k | 116.37 | |
| Lgi Homes (LGIH) | 2.6 | $3.3M | 28k | 116.37 | |
| Berry Plastics (BERY) | 2.5 | $3.2M | 52k | 60.48 | |
| Markel Corporation (MKL) | 2.3 | $2.9M | 1.9k | 1521.48 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.9 | $2.5M | 18k | 136.05 | |
| Air Lease Corp Cl A (AL) | 1.8 | $2.3M | 45k | 51.44 | |
| British Amern Tob Sponsored Adr (BTI) | 1.5 | $1.9M | 61k | 30.50 | |
| Planet Fitness Cl A (PLNT) | 1.4 | $1.8M | 29k | 62.63 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 1.3 | $1.6M | 629k | 2.59 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $1.6M | 24k | 67.96 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $1.5M | 3.5k | 420.52 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $1.8k | 1.00 | 1794.00 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $1.1k | 10.00 | 111.70 | |
| Robert Half International (RHI) | 0.0 | $793.000000 | 10.00 | 79.30 |
