English Capital Management as of Sept. 30, 2025
Portfolio Holdings for English Capital Management
English Capital Management holds 36 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arrow Electronics (ARW) | 6.2 | $9.5M | 79k | 121.00 | |
| Aercap Holdings Nv SHS (AER) | 5.4 | $8.3M | 69k | 121.00 | |
| Booking Holdings (BKNG) | 5.3 | $8.2M | 1.5k | 5399.27 | |
| Synchrony Financial (SYF) | 5.1 | $7.9M | 111k | 71.05 | |
| Globe Life (GL) | 4.9 | $7.6M | 53k | 142.97 | |
| Hca Holdings (HCA) | 4.3 | $6.6M | 16k | 426.20 | |
| Cigna Corp (CI) | 4.1 | $6.3M | 22k | 288.25 | |
| Genpact SHS (G) | 4.1 | $6.3M | 151k | 41.89 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 4.1 | $6.3M | 105k | 60.22 | |
| SYNNEX Corporation (SNX) | 3.9 | $6.0M | 37k | 163.75 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $5.7M | 24k | 243.55 | |
| Ferguson Enterprises Common Stock New (FERG) | 3.5 | $5.4M | 24k | 224.58 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.3 | $5.1M | 18k | 279.29 | |
| Titan Machinery (TITN) | 3.1 | $4.8M | 287k | 16.74 | |
| Capital One Financial (COF) | 2.9 | $4.5M | 21k | 212.58 | |
| Masco Corporation (MAS) | 2.9 | $4.5M | 63k | 70.39 | |
| Ally Financial (ALLY) | 2.8 | $4.3M | 111k | 39.20 | |
| Applied Materials (AMAT) | 2.7 | $4.2M | 20k | 204.74 | |
| Texas Instruments Incorporated (TXN) | 2.6 | $4.0M | 22k | 183.73 | |
| Schlumberger Com Stk (SLB) | 2.5 | $3.8M | 112k | 34.37 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.4 | $3.8M | 5.00 | 754200.00 | |
| Markel Corporation (MKL) | 2.3 | $3.6M | 1.9k | 1911.36 | |
| Amcor Ord (AMCR) | 2.0 | $3.1M | 379k | 8.18 | |
| British Amern Tob Sponsored Adr (BTI) | 1.9 | $2.9M | 55k | 53.08 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $2.9M | 12k | 243.10 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.8 | $2.9M | 2.9k | 968.09 | |
| Air Lease Corp Cl A (AL) | 1.8 | $2.8M | 45k | 63.65 | |
| UnitedHealth (UNH) | 1.7 | $2.7M | 7.8k | 345.30 | |
| Anthem (ELV) | 1.6 | $2.5M | 7.7k | 323.12 | |
| CarMax (KMX) | 1.3 | $1.9M | 43k | 44.87 | |
| Centene Corp Del Call Call Option | 1.2 | $1.8M | 352k | 5.17 | |
| M/I Homes (MHO) | 0.8 | $1.2M | 8.3k | 144.44 | |
| Meritage Homes Corporation (MTH) | 0.6 | $1.0M | 14k | 72.43 | |
| Lgi Homes (LGIH) | 0.6 | $900k | 17k | 51.71 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $689k | 1.4k | 502.74 | |
| Centene Corporation (CNC) | 0.3 | $488k | 14k | 35.68 |
