English Capital Management as of June 30, 2026
Portfolio Holdings for English Capital Management
English Capital Management holds 36 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arrow Electronics (ARW) | 7.7 | $17M | 79k | 213.41 | |
| Aercap Holdings Nv SHS (AER) | 4.6 | $10M | 69k | 145.78 | |
| Applied Materials (AMAT) | 4.6 | $9.9M | 14k | 723.00 | |
| Hca Holdings (HCA) | 4.4 | $9.5M | 53k | 178.68 | |
| Texas Instruments Incorporated (TXN) | 4.3 | $9.4M | 35k | 267.34 | |
| SYNNEX Corporation (SNX) | 4.0 | $8.6M | 18k | 477.57 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.9 | $8.5M | 111k | 76.05 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.8 | $8.3M | 24k | 353.33 | |
| Centene Corp Del Call Call Option | 3.6 | $7.7M | 352k | 22.01 | |
| Booking Holdings (BKNG) | 3.5 | $7.6M | 43k | 178.24 | |
| Sea Sponsord Ads (SE) | 3.1 | $6.8M | 105k | 64.75 | |
| M/I Homes (MHO) | 3.0 | $6.4M | 17k | 389.89 | |
| Titan Machinery (TITN) | 2.8 | $6.2M | 293k | 21.12 | |
| Anthem (ELV) | 2.8 | $6.1M | 22k | 275.68 | |
| Ferguson Enterprises Common Stock New (FERG) | 2.8 | $6.0M | 16k | 386.73 | |
| Genpact SHS (G) | 2.6 | $5.7M | 24k | 237.33 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 2.6 | $5.7M | 2.9k | 1989.44 | |
| Microsoft Corporation (MSFT) | 2.5 | $5.5M | 9.8k | 563.29 | |
| Cigna Corp (CI) | 2.5 | $5.4M | 18k | 298.07 | |
| Cal Maine Foods Com New (CALM) | 2.5 | $5.4M | 67k | 80.56 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 2.4 | $5.3M | 188k | 28.11 | |
| Amazon (AMZN) | 2.4 | $5.2M | 22k | 238.34 | |
| Synchrony Financial (SYF) | 2.4 | $5.2M | 112k | 46.49 | |
| Meritage Homes Corporation (MTH) | 2.4 | $5.2M | 63k | 81.37 | |
| Ally Financial (ALLY) | 2.3 | $5.1M | 111k | 45.95 | |
| Pilgrim's Pride Corporation (PPC) | 2.2 | $4.8M | 13k | 373.02 | |
| Capital One Financial (COF) | 2.0 | $4.2M | 21k | 200.62 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $4.2M | 12k | 357.37 | |
| SLB Com Stk (SLB) | 1.9 | $4.2M | 44k | 95.83 | |
| Globe Life (GL) | 1.9 | $4.2M | 151k | 27.50 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.7 | $3.7M | 5.00 | 748850.00 | |
| Masco Corporation (MAS) | 1.7 | $3.7M | 1.9k | 1953.01 | |
| British Amern Tob Sponsored Adr (BTI) | 1.6 | $3.4M | 55k | 61.76 | |
| Markel Corporation (MKL) | 0.6 | $1.3M | 8.3k | 160.79 | |
| Meta Platforms Cl A (META) | 0.5 | $1.2M | 14k | 83.85 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $686k | 1.4k | 500.39 |
