English Capital Management

English Capital Management as of March 31, 2025

Portfolio Holdings for English Capital Management

English Capital Management holds 31 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Aercap Holdings Nv SHS (AER) 6.3 $8.5M 83k 102.17
Arrow Electronics (ARW) 5.7 $7.7M 74k 103.83
Genpact SHS (G) 5.7 $7.6M 151k 50.38
Cigna Corp (CI) 5.5 $7.4M 23k 329.00
Globe Life (GL) 5.2 $7.0M 53k 131.72
Booking Holdings (BKNG) 5.2 $7.0M 1.5k 4606.91
Synchrony Financial (SYF) 4.6 $6.2M 118k 52.94
Hca Holdings (HCA) 4.0 $5.3M 16k 345.55
Titan Machinery (TITN) 3.6 $4.9M 287k 17.04
Ryanair Holdings Sponsored Adr (RYAAY) 3.3 $4.4M 105k 42.37
Masco Corporation (MAS) 3.3 $4.4M 63k 69.54
Schlumberger Com Stk (SLB) 3.1 $4.2M 100k 41.80
Ally Financial (ALLY) 3.0 $4.0M 111k 36.47
Berkshire Hathaway Inc Del Cl A (BRK.A) 3.0 $4.0M 5.00 798441.60
Texas Instruments Incorporated (TXN) 2.9 $4.0M 22k 179.70
Centene Corporation (CNC) 2.9 $3.9M 65k 60.71
Ferguson Enterprises Common Stock New (FERG) 2.9 $3.9M 24k 160.23
SYNNEX Corporation (SNX) 2.9 $3.8M 37k 103.96
Capital One Financial (COF) 2.8 $3.8M 21k 179.30
Alphabet Cap Stk Cl C (GOOG) 2.7 $3.7M 24k 156.23
Berry Plastics (BERY) 2.7 $3.7M 52k 69.81
Markel Corporation (MKL) 2.6 $3.5M 1.9k 1869.61
Lgi Homes (LGIH) 2.5 $3.4M 51k 66.47
CarMax (KMX) 2.5 $3.4M 43k 77.92
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.2 $3.0M 18k 166.00
British Amern Tob Sponsored Adr (BTI) 1.9 $2.5M 61k 41.37
Lloyds Banking Group Sponsored Adr (LYG) 1.8 $2.4M 629k 3.82
Air Lease Corp Cl A (AL) 1.6 $2.2M 45k 48.31
Asml Holding N V N Y Registry Shs (ASML) 1.5 $2.0M 2.9k 662.63
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.6M 11k 154.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $730k 1.4k 532.58