English Capital Management as of Dec. 31, 2025
Portfolio Holdings for English Capital Management
English Capital Management holds 35 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aercap Holdings Nv SHS (AER) | 6.1 | $9.9M | 69k | 143.76 | |
| Synchrony Financial (SYF) | 5.7 | $9.3M | 111k | 83.43 | |
| Arrow Electronics (ARW) | 5.3 | $8.7M | 79k | 110.18 | |
| Booking Holdings (BKNG) | 5.0 | $8.1M | 1.5k | 5355.33 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 4.7 | $7.6M | 105k | 72.19 | |
| Globe Life (GL) | 4.6 | $7.5M | 53k | 139.86 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.5 | $7.4M | 24k | 313.80 | |
| Hca Holdings (HCA) | 4.4 | $7.2M | 16k | 466.86 | |
| Genpact SHS (G) | 4.3 | $7.1M | 151k | 46.78 | |
| Cigna Corp (CI) | 3.7 | $6.1M | 22k | 275.23 | |
| SYNNEX Corporation (SNX) | 3.4 | $5.5M | 37k | 150.23 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.4 | $5.5M | 18k | 303.89 | |
| Ferguson Enterprises Common Stock New (FERG) | 3.3 | $5.4M | 24k | 222.63 | |
| Applied Materials (AMAT) | 3.2 | $5.2M | 20k | 256.99 | |
| Capital One Financial (COF) | 3.2 | $5.1M | 21k | 242.36 | |
| Ally Financial (ALLY) | 3.1 | $5.0M | 111k | 45.29 | |
| Titan Machinery (TITN) | 2.6 | $4.3M | 287k | 15.04 | |
| SLB Com Stk (SLB) | 2.6 | $4.3M | 112k | 38.38 | |
| Markel Corporation (MKL) | 2.5 | $4.1M | 1.9k | 2149.65 | |
| Masco Corporation (MAS) | 2.5 | $4.0M | 63k | 63.46 | |
| Texas Instruments Incorporated (TXN) | 2.3 | $3.8M | 22k | 173.49 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.3 | $3.8M | 5.00 | 754800.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $3.7M | 12k | 313.00 | |
| Amcor Ord | 1.9 | $3.2M | 379k | 8.34 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.9 | $3.2M | 2.9k | 1069.86 | |
| British Amern Tob Sponsored Adr (BTI) | 1.9 | $3.1M | 55k | 56.62 | |
| Air Lease Corp Cl A (AL) | 1.8 | $2.9M | 45k | 64.23 | |
| Anthem (ELV) | 1.7 | $2.7M | 7.7k | 350.55 | |
| UnitedHealth (UNH) | 1.6 | $2.6M | 7.8k | 330.11 | |
| Centene Corp Del Call Call Option | 1.5 | $2.5M | 352k | 7.09 | |
| M/I Homes (MHO) | 0.7 | $1.1M | 8.3k | 127.95 | |
| Meritage Homes Corporation (MTH) | 0.6 | $912k | 14k | 65.80 | |
| Lgi Homes (LGIH) | 0.5 | $748k | 17k | 42.96 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $689k | 1.4k | 502.65 | |
| Centene Corporation (CNC) | 0.3 | $563k | 14k | 41.15 |
