English Capital Management as of June 30, 2025
Portfolio Holdings for English Capital Management
English Capital Management holds 34 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arrow Electronics (ARW) | 6.6 | $10M | 79k | 127.43 | |
| Aercap Holdings Nv SHS (AER) | 6.4 | $9.7M | 83k | 117.00 | |
| Booking Holdings (BKNG) | 5.8 | $8.8M | 1.5k | 5789.24 | |
| Synchrony Financial (SYF) | 5.7 | $8.6M | 129k | 66.74 | |
| Cigna Corp (CI) | 4.8 | $7.3M | 22k | 330.58 | |
| Genpact SHS (G) | 4.4 | $6.6M | 151k | 44.01 | |
| Globe Life (GL) | 4.4 | $6.6M | 53k | 124.29 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 4.0 | $6.1M | 105k | 57.67 | |
| Hca Holdings (HCA) | 3.9 | $5.9M | 16k | 383.10 | |
| Titan Machinery (TITN) | 3.7 | $5.7M | 287k | 19.81 | |
| Ferguson Enterprises Common Stock New (FERG) | 3.5 | $5.2M | 24k | 217.75 | |
| SYNNEX Corporation (SNX) | 3.3 | $5.0M | 37k | 135.70 | |
| Texas Instruments Incorporated (TXN) | 3.0 | $4.6M | 22k | 207.62 | |
| Capital One Financial (COF) | 3.0 | $4.5M | 21k | 212.76 | |
| Ally Financial (ALLY) | 2.8 | $4.3M | 111k | 38.95 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $4.2M | 24k | 177.39 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.7 | $4.1M | 18k | 226.49 | |
| Masco Corporation (MAS) | 2.7 | $4.1M | 63k | 64.36 | |
| Markel Corporation (MKL) | 2.5 | $3.8M | 1.9k | 1997.36 | |
| Schlumberger Com Stk (SLB) | 2.5 | $3.8M | 112k | 33.80 | |
| Applied Materials (AMAT) | 2.5 | $3.7M | 20k | 183.07 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.4 | $3.6M | 5.00 | 728800.00 | |
| Amcor Ord (AMCR) | 2.3 | $3.5M | 379k | 9.19 | |
| Centene Corporation (CNC) | 1.9 | $2.9M | 54k | 54.28 | |
| CarMax (KMX) | 1.9 | $2.9M | 43k | 67.21 | |
| British Amern Tob Sponsored Adr (BTI) | 1.9 | $2.9M | 61k | 47.33 | |
| Air Lease Corp Cl A (AL) | 1.7 | $2.6M | 45k | 58.49 | |
| UnitedHealth (UNH) | 1.6 | $2.4M | 7.8k | 311.97 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.6 | $2.4M | 2.9k | 801.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $2.1M | 12k | 176.23 | |
| M/I Homes (MHO) | 0.6 | $936k | 8.3k | 112.12 | |
| Meritage Homes Corporation (MTH) | 0.6 | $928k | 14k | 66.97 | |
| Lgi Homes (LGIH) | 0.6 | $896k | 17k | 51.52 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $666k | 1.4k | 485.77 |
