English Capital Management as of March 31, 2026
Portfolio Holdings for English Capital Management
English Capital Management holds 36 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arrow Electronics (ARW) | 6.6 | $11M | 79k | 143.41 | |
| Aercap Holdings Nv SHS (AER) | 5.5 | $9.5M | 69k | 137.18 | |
| Synchrony Financial (SYF) | 4.4 | $7.6M | 111k | 68.02 | |
| Globe Life (GL) | 4.4 | $7.4M | 53k | 139.17 | |
| Hca Holdings (HCA) | 4.3 | $7.3M | 16k | 473.24 | |
| Applied Materials (AMAT) | 4.1 | $7.0M | 20k | 341.79 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.0 | $6.8M | 24k | 286.86 | |
| Booking Holdings (BKNG) | 3.9 | $6.7M | 1.6k | 4210.32 | |
| SYNNEX Corporation (SNX) | 3.6 | $6.2M | 37k | 168.71 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.6 | $6.1M | 18k | 337.95 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 3.6 | $6.1M | 105k | 57.80 | |
| Cigna Corp (CI) | 3.4 | $5.9M | 22k | 266.75 | |
| SLB Com Stk (SLB) | 3.4 | $5.7M | 112k | 51.39 | |
| Genpact SHS (G) | 3.3 | $5.6M | 151k | 37.25 | |
| Ferguson Enterprises Common Stock New (FERG) | 3.3 | $5.6M | 24k | 233.26 | |
| Titan Machinery (TITN) | 2.9 | $4.9M | 293k | 16.72 | |
| Anthem (ELV) | 2.7 | $4.5M | 16k | 292.75 | |
| Amazon (AMZN) | 2.7 | $4.5M | 22k | 208.27 | |
| Microsoft Corporation (MSFT) | 2.6 | $4.5M | 12k | 370.17 | |
| Ally Financial (ALLY) | 2.5 | $4.3M | 111k | 39.23 | |
| Texas Instruments Incorporated (TXN) | 2.5 | $4.3M | 22k | 194.14 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 2.3 | $3.9M | 2.9k | 1320.83 | |
| Capital One Financial (COF) | 2.3 | $3.9M | 21k | 182.43 | |
| Masco Corporation (MAS) | 2.2 | $3.8M | 63k | 60.37 | |
| Markel Corporation (MKL) | 2.1 | $3.6M | 1.9k | 1914.07 | |
| Sea Sponsord Ads (SE) | 2.1 | $3.6M | 44k | 82.81 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.1 | $3.6M | 5.00 | 718140.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $3.4M | 12k | 287.56 | |
| British Amern Tob Sponsored Adr (BTI) | 1.9 | $3.2M | 55k | 58.47 | |
| Amcor Com New (AMCR) | 1.8 | $3.0M | 76k | 39.75 | |
| Air Lease Corp Cl A | 1.7 | $2.9M | 45k | 64.94 | |
| M/I Homes (MHO) | 0.6 | $1.0M | 8.3k | 122.45 | |
| Centene Corp Del Call Call Option | 0.6 | $986k | 352k | 2.80 | |
| Meritage Homes Corporation (MTH) | 0.5 | $857k | 14k | 61.84 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $657k | 1.4k | 479.20 | |
| Centene Corporation (CNC) | 0.3 | $448k | 14k | 32.74 |
